401(k) · DOL Form 5500 · 2023

M25 Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$244,481
Avg per participant Above avg balance/head
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Official DOL plan name: M25 Advisors Retirement Plan · Sponsored by M25 Advisors, LLC · Oregon · Finance & Insurance

$1M in assets, 5 participants

M25 Advisors, LLC's M25 Advisors Retirement Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,474 in Finance & Insurance (8,869 peers)

M25 Advisors, LLC multi-year trail

M25 Advisors, LLC's plans moved +30.4% in assets from 2022 to 2023; this filing shows M25 Advisors Retirement Plan at $1M / 5 participants.

#1,474
in Finance & Insurance (8,869 peers)
+30.4%
assets growth YoY

M25 Advisors Retirement Plan among the smaller filed plans by assets

M25 Advisors Retirement Plan vs every filed plan by assets

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

$1,222,407 25th percentile higher than 25% 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

M25 Advisors Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M25 Advisors Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M25 Advisors Retirement Plan reported net income rose from -$155K in the plan year 2022 filing to $285K in the plan year 2023 filing.
  • M25 Advisors Retirement Plan end-of-year assets rose from $937K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760689539 · M25 Advisors, LLC PY 2023 · 401(k)

M25 Advisors Retirement Plan · $1M · 5 · 25th

  • PHOTO $1M
  • IND 5
  • EOY 25th
  • 5500 401(k)
  • ASSETS near Douglas H. Nesbit, Md PC 401(k) Plan
  • PCT ind #1474

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 Oregon →

M25 Advisors Retirement Plan in the asset neighbourhood

M25 Advisors Retirement Plan$1MDouglas H. Nesbit, Md PC 401(k) PlanDouglas H. Nesbit, Md PC 401…$1MO'fish, Inc Profit Sharing PlanO'fish, Inc Profit Sharing P…$1MPest End, Inc. 401(k) Profit Sharing Plan and TrustPest End, Inc. 401(k) Profit…$1MScientific Vacuum Sales & Support Inc 401(k) PspScientific Vacuum Sales & Su…$1M
End-of-year total assets ($M) among M25 Advisors Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

M25 Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All M25 Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.419850504541834% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M$1.3M 20222023 $0.94M $1.22M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 5 $937K
2023 1 5 $1M

M25 Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$937K
Net Assets (End of Year)$1M
Net Income$285K
Employer EIN760689539
Plan Effective Date2021-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

M25 Advisors Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants M25 Advisors Retirement Plan, Total assets ($B): 0.001222407 · Participants: 5M25 Advisors Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
M25 Advisors Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare M25 Advisors Retirement Plan side-by-side with 3 peers →

M25 Advisors Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Douglas H. Nesbit, Md PC 401(k) Plan in GA ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 M25 Advisors Retirement Plan assets move in 2023? ▼
M25 Advisors Retirement Plan surged - up 30.4% during 2023, from $937K to $1M. Reported net income was $285K.
How have M25 Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), M25 Advisors, LLC's sponsor-wide assets grew 30.4%, from $937K to $1M.
Where does M25 Advisors Retirement Plan rank by assets among Form 5500 filers? ▼
M25 Advisors Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to M25 Advisors Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Douglas H. Nesbit, Md PC 401(k) Plan in GA ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to M25 Advisors Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 760689539.

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.