401(k) · DOL Form 5500 · 2023

Secretariat Advisors LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
185
Participants Below avg headcount
73rd
Percentile by assets National rank
$108,153
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Secretariat Advisors LLC · Georgia · Professional & Technical Services

$20M in assets, 185 participants

Secretariat Advisors LLC's Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,718 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust covers 185 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $20M.

#14,718
in Professional & Technical Services (20,321 peers)
+57.6%
assets growth YoY

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$20,008,326 Top 27% higher than 73% 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

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust 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. Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (185 participants).

EBSA filing schedule strip

Filing strip 824596089 · Secretariat Advisors LLC PY 2023 · 401(k)

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust · $20M · 185 · 73rd

  • RANK $20M
  • RANK 185
  • RANK 73rd
  • RANK 401(k)
  • RANK near Joerns Healthcare LLC Retirement Plan
  • RANK ind #14718

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Secretariat Advisors LLC 401(k) Profit Sharing Plan & TrustSecretariat Advisors LLC 401…$20MJoerns Healthcare LLC Retirement PlanJoerns Healthcare LLC Retire…$20MHrbc 401(k) Plan for Ufcw CollectiveHrbc 401(k) Plan for Ufcw Co…$20MUfa, Inc. 401(k) Retirement PlanUfa, Inc. 401(k) Retirement …$20MZerep Management Corporation 401(k) PlanZerep Management Corporation…$20M
End-of-year total assets ($M) among Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$20M
Net Income$7M
Employer EIN824596089
Plan Effective Date2010-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secretariat Advisors LLC)

Sponsor-wide plan assets over time

All Secretariat Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 82.54827015513442% vs 2023
2024 filing year
$15M$20M$25M$30M$35M$40M 20232024 $20M $36.5M ▲ +82.5%
Year Plans Participants Total Assets
2023 1 185 $20M
2024 1 293 $37M

Nearby 401(k) Plans in Georgia

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

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.020008326 · Participants: 185Secretariat Advisors LLC 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Joerns Healthcare LLC Retirement Plan in NC ($20M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust surged - up 57.6% during 2023, from $13M to $20M. Reported net income was $7M.
How have Secretariat Advisors LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Secretariat Advisors LLC's sponsor-wide assets grew 82.5%, from $20M to $37M.
Which 401(k) plans are similar in size to Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Joerns Healthcare LLC Retirement Plan in NC ($20M, 778 participants).
Which 401(k) plans cover a similar participant headcount to Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 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 824596089.

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.