401(k) · DOL Form 5500 · 2023

Advanced Distribution Systems, I 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 214
Participants Below avg headcount: 49th
Percentile by assets National rank: $29,665
Avg per participant Low balance/head

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Official DOL plan name: Advanced Distribution Systems, Inc. Incentive Savings Trust · Sponsored by Advanced Distribution Systems, I · Connecticut · Transportation & Warehousing

$6M in assets, 214 participants

Advanced Distribution Systems, I's Advanced Distribution Systems, Inc. Incentive Savings Trust reported $6M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#1,671 in Transportation & Warehousing (3,362 peers)

Coverage in Connecticut

Advanced Distribution Systems, Inc. Incentive Savings Trust covers 214 participants in Connecticut, about 30% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#1,671
in Transportation & Warehousing (3,362 peers): +11.6%
assets growth YoY

Advanced Distribution Systems, Inc. Incentive Savings Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Advanced Distribution Systems, Inc. Incentive Savings Trust vs every filed plan by assets

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

$6,348,274 49th percentile higher than 49% of 127,068 filed plans

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

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

Advanced Distribution Systems, Inc. Incentive Savings 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. Advanced Distribution Systems, Inc. Incentive Savings Trust sits mid-pack in the medium band (214 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Advanced Distribution Systems, Inc. Incentive Savings Trust reported net income rose from -$1M in the plan year 2022 filing to $661K in the plan year 2023 filing.
Advanced Distribution Systems, Inc. Incentive Savings Trust end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Advanced Distribution Systems, Inc. Incentive Savings Trust reported participants rose from 194 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061009044 · Advanced Distribution Systems, I PY 2023 · 401(k)

Advanced Distribution Systems, Inc. Incentive Savings Trust · $6M · 214 · 49th

PHOTO $6M
IND 214
EOY 49th
5500 401(k)
ASSETS near Wendricks Truss, Inc. 401(k) Profit Sharing Plan
PCT ind #1671

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 Transportation & Warehousing retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Advanced Distribution Systems, Inc. Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$661K
Employer EIN	061009044
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Advanced Distribution Systems, I)

Latest sponsor-wide plan assets: $7M 20.979374093321095% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	194	$6M
2023	1	214	$6M
2024	1	235	$7M

Nearby 401(k) Plans in Connecticut

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

Advanced Distribution Systems, Inc. Incentive Savings Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Advanced Distribution Systems, Inc. Incentive Savings Trust side-by-side with 3 peers →

Advanced Distribution Systems, Inc. Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Wendricks Truss, Inc. 401(k) Profit Sharing Plan in WI ($6M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Wendricks Truss, Inc. 401(k) Profit Sharing Plan (WI) $6M · 130
Colin Gordon Associates 401(k) Profit Sharing Plan (CA) $6M · 13
Ice Cocoa Inc 401(k) Profit Sharing Plan (CA) $6M · 3
Gt Independence 401(k) Plan (MI) $6M · 386

Similar participant headcount

Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.

Schoeneck Containers, Inc. 401(k) Plan (WI) 214 · 0 off
Noel Group Retirement Savings Plan (NC) 214 · 0 off
Ireland Home-Based Services, LLC 401(k) Plan (IN) 214 · 0 off
Cec 401(k) Retirement Plan (OH) 214 · 0 off

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 Advanced Distribution Systems, Inc. Incentive Savings Trust assets move in 2023? ▼

Advanced Distribution Systems, Inc. Incentive Savings Trust grew at a solid clip - up 11.6% during 2023, from $6M to $6M. Reported net income was $661K.

How have Advanced Distribution Systems, I plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advanced Distribution Systems, I's sponsor-wide assets grew 21.0%, from $6M to $7M.

Which 401(k) plans are similar in size to Advanced Distribution Systems, Inc. Incentive Savings Trust? ▼

Among 401(k) plans in other states, the closest by assets is Wendricks Truss, Inc. 401(k) Profit Sharing Plan in WI ($6M, 130 participants).

Which 401(k) plans cover a similar participant headcount to Advanced Distribution Systems, Inc. Incentive Savings Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 061009044.