Other · DOL Form 5500 · 2023

Advisewell, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
42nd
Percentile by assets National rank
$295,133
Avg per participant High balance/head
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Official DOL plan name: Advisewell, Inc. Retirement Savings Plan · Sponsored by Advisewell, Inc. · Louisiana · Professional & Technical Services

$4M in assets, 15 participants

Advisewell, Inc.'s Advisewell, Inc. Retirement Savings Plan reported $4M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,056 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Advisewell, Inc. Retirement Savings Plan holds $4M for 15 participants - about $295,133 per participant, in the lower half of filed plans by assets.

#8,056
in Professional & Technical Services (20,321 peers)
+0.1%
assets growth YoY

Advisewell, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Advisewell, Inc. Retirement Savings Plan vs every filed plan by assets

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

$4,426,991 42nd percentile higher than 42% 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

Advisewell, Inc. Retirement Savings 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. Advisewell, Inc. Retirement Savings Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advisewell, Inc. Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $4K in the plan year 2023 filing.
  • Advisewell, Inc. Retirement Savings Plan reported participants rose from 11 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 721081340 · Advisewell, Inc. PY 2023 · Other

Advisewell, Inc. Retirement Savings Plan · $4M · 15 · 42nd

  • EBSA $4M
  • PART 15
  • TYPE 42nd
  • NET Other
  • BOOK near Utah's Promise Retirement Plan
  • VS-ST ind #8056

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 Louisiana →

Advisewell, Inc. Retirement Savings Plan in the asset neighbourhood

Advisewell, Inc. Retirement Savings PlanAdvisewell, Inc. Retirement …$4MUtah's Promise Retirement PlanUtah's Promise Retirement Pl…$4MKnox School 403(b) DC Plan$4MCutchins Programs for Children and Families, Inc. TsaCutchins Programs for Childr…$4MLincoln Non-Union 403b Plan$4M
End-of-year total assets ($M) among Advisewell, Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$4K
Employer EIN721081340
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisewell, Inc.)

Sponsor-wide plan assets over time

All Advisewell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.745284985621496% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M 202220232024 $4.42M $4.59M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 15 $4M
2024 1 13 $5M

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

Advisewell, Inc. Retirement Savings Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Advisewell, Inc. Retirement Savings Plan, Total assets ($M): 4.426991 · Participants: 15Advisewell, Inc. Retirement Savings PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
Advisewell, Inc. Retirement Savings Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Advisewell, Inc. Retirement Savings Plan side-by-side with 3 peers →

Advisewell, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Utah's Promise Retirement Plan in UT ($4M); by covered participants it is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Advisewell, Inc. Retirement Savings Plan assets move in 2023? ▼
Advisewell, Inc. Retirement Savings Plan held essentially flat - up 0.1% during 2023, from $4M to $4M. Reported net income was $4K.
How have Advisewell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisewell, Inc.'s sponsor-wide assets grew 3.7%, from $4M to $5M.
Which Other plans are similar in size to Advisewell, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Utah's Promise Retirement Plan in UT ($4M, 87 participants).
Which Other plans cover a similar participant headcount to Advisewell, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH (15 participants, $605K 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 721081340.

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.