401(k) · DOL Form 5500 · 2023

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$811K
Total assets Small plan by assets
118
Participants Small participant base
22nd
Percentile by assets National rank
$6,876
Avg per participant Low balance/head
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Official DOL plan name: Advantage 401(k) Program Pooled Employer Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$811K in assets, 118 participants

Advisortrust, Inc.'s Advantage 401(k) Program Pooled Employer Plan reported $811K in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,210 in Finance & Insurance (8,869 peers)

Coverage in South Dakota

Advantage 401(k) Program Pooled Employer Plan covers 118 participants in South Dakota, about 35% of the average South Dakota filer (state average ~340 per filing). Assets: $811K.

#1,210
in Finance & Insurance (8,869 peers)
+288.5%
assets growth YoY

Advantage 401(k) Program Pooled Employer Plan among the smaller filed plans by assets

Advantage 401(k) Program Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$811,384 22nd percentile higher than 22% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Advantage 401(k) Program Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantage 401(k) Program Pooled Employer Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantage 401(k) Program Pooled Employer Plan end-of-year assets rose from $209K in the plan year 2022 filing to $811K in the plan year 2023 filing.
  • Advantage 401(k) Program Pooled Employer Plan reported net income rose from $209K in the plan year 2022 filing to $603K in the plan year 2023 filing.
  • Advantage 401(k) Program Pooled Employer Plan reported participants rose from 76 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464091337 · Advisortrust, Inc. PY 2023 · 401(k)

Advantage 401(k) Program Pooled Employer Plan · $811K · 118 · 22nd

  • PART $811K
  • TYPE 118
  • NET 22nd
  • BOOK 401(k)
  • VS-ST near Directional Ad-Vantage Holdings LLC 401(k) Plan
  • BOY ind #1210

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in South Dakota →

Advantage 401(k) Program Pooled Employer Plan in the asset neighbourhood

Advantage 401(k) Program Pooled Employer PlanAdvantage 401(k) Program Poo…$811KDirectional Ad-Vantage Holdings LLC 401(k) PlanDirectional Ad-Vantage Holdi…$811KBaske 401(k)$811KRosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & TrustRosenblum-Silverman-Sutton, …$811KProvencher Physical Therapy, Inc. Retirement PlanProvencher Physical Therapy,…$812K
End-of-year total assets ($M) among Advantage 401(k) Program Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$209K
Net Assets (End of Year)$811K
Net Income$603K
Employer EIN464091337
Plan Effective Date2022-07-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisortrust, Inc.)

Sponsor-wide plan assets over time

All Advisortrust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 508.5281362870342% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $40.7M $248M ▲ +508.5%
Year Plans Participants Total Assets
2022 7 1,804 $41M
2023 7 4,006 $115M
2024 7 4,982 $248M

Nearby 401(k) Plans in South Dakota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Advantage 401(k) Program Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Advantage 401(k) Program Pooled Employer Plan, Total assets ($M): 0.811384 · Participants: 118Advantage 401(k) Program Pooled Employer PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Advantage 401(k) Program Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Advantage 401(k) Program Pooled Employer Plan side-by-side with 3 peers →

Advantage 401(k) Program Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Directional Ad-Vantage Holdings LLC 401(k) Plan in FL ($811K); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantage 401(k) Program Pooled Employer Plan assets move in 2023? ▼
Advantage 401(k) Program Pooled Employer Plan surged - up 288.5% during 2023, from $209K to $811K. Reported net income was $603K.
How have Advisortrust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisortrust, Inc.'s sponsor-wide assets grew 508.5%, from $41M to $248M.
Where does Advantage 401(k) Program Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Advantage 401(k) Program Pooled Employer Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Advantage 401(k) Program Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Directional Ad-Vantage Holdings LLC 401(k) Plan in FL ($811K, 25 participants).
Which 401(k) plans cover a similar participant headcount to Advantage 401(k) Program Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464091337.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.