401(k) · DOL Form 5500 · 2023

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
83
Participants Small participant base
64th
Percentile by assets National rank
$158,728
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic Pooled Employer Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$13M in assets, 83 participants

Advisortrust, Inc.'s Strategic Pooled Employer Plan reported $13M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,399 in Finance & Insurance (8,869 peers)

Advisortrust, Inc. multi-year trail

Advisortrust, Inc.'s plans moved +508.5% in assets from 2022 to 2024; this filing shows Strategic Pooled Employer Plan at $13M / 83 participants.

#4,399
in Finance & Insurance (8,869 peers)
$2M
reported net income

Strategic Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Strategic Pooled Employer Plan vs every filed plan by assets

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

$13,174,384 Top 36% higher than 64% 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

Strategic Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Pooled Employer Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Strategic Pooled Employer Plan · $13M · 83 · 64th

  • PHOTO $13M
  • PHOTO 83
  • PHOTO 64th
  • PHOTO 401(k)
  • PHOTO near Jean Philippe Fragrances, LLC 401(k) Plan
  • PHOTO ind #4399

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 →

Strategic Pooled Employer Plan in the asset neighbourhood

O'hare Airport Transit Systems, Inc. Savings Plan & TrustO'hare Airport Transit Syste…$13MPriority Courier Experts 401(k) PlanPriority Courier Experts 401…$13MStrategic Pooled Employer PlanStrategic Pooled Employer Pl…$13MJean Philippe Fragrances, LLC 401(k) PlanJean Philippe Fragrances, LL…$13MBbb National Programs, Inc. 401(k) PlanBbb National Programs, Inc. …$13M
End-of-year total assets ($M) among Strategic Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advisortrust, Inc. multi-year asset trail

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

Advisortrust, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN464091337
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Strategic Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Strategic Pooled Employer Plan, Total assets ($M): 13.174384 · Participants: 83Strategic 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
Strategic Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Strategic Pooled Employer Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is Jean Philippe Fragrances, LLC 401(k) Plan in NY ($13M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 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.
Which 401(k) plans are similar in size to Strategic Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jean Philippe Fragrances, LLC 401(k) Plan in NY ($13M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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.