401(k) · DOL Form 5500 · 2023

The Financial Advisory Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
48th
Percentile by assets National rank
$354,007
Avg per participant High balance/head
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Official DOL plan name: The Financial Advisory Group, Inc. 401(k) Plan · Sponsored by The Financial Advisory Group, Inc. · Texas · Finance & Insurance

$6M in assets, 17 participants

The Financial Advisory Group, Inc.'s The Financial Advisory Group, Inc. 401(k) Plan reported $6M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,049 in Finance & Insurance (8,869 peers)

The Financial Advisory Group, Inc. multi-year trail

The Financial Advisory Group, Inc.'s plans moved +11.7% in assets from 2022 to 2023; this filing shows The Financial Advisory Group, Inc. 401(k) Plan at $6M / 17 participants.

#3,049
in Finance & Insurance (8,869 peers)
+11.7%
assets growth YoY

The Financial Advisory Group, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Financial Advisory Group, Inc. 401(k) Plan vs every filed plan by assets

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

$6,018,114 48th percentile higher than 48% 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

The Financial Advisory Group, Inc. 401(k) 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. The Financial Advisory Group, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Financial Advisory Group, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $630K in the plan year 2023 filing.
  • The Financial Advisory Group, Inc. 401(k) Plan reported participants fell from 55 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • The Financial Advisory Group, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760536640 · The Financial Advisory Group, Inc. PY 2023 · 401(k)

The Financial Advisory Group, Inc. 401(k) Plan · $6M · 17 · 48th

  • PCT $6M
  • EIN 17
  • RANK 48th
  • PHOTO 401(k)
  • IND near Axoni 401(k) Plan
  • EOY ind #3049

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 Texas →

The Financial Advisory Group, Inc. 401(k) Plan in the asset neighbourhood

The Financial Advisory Group, Inc. 401(k) PlanThe Financial Advisory Group…$6MAxoni 401(k) Plan$6MEmployee Benefits Plan of East Arkansas Area Agency on Aging IncEmployee Benefits Plan of Ea…$6MDutton & Associates PC Retirement Savings PlanDutton & Associates PC Retir…$6MInstitutional Equipment Inc. Retirement PlanInstitutional Equipment Inc.…$6M
End-of-year total assets ($M) among The Financial Advisory Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Financial Advisory Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Financial Advisory Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.6873451986672% vs 2022
2023 filing year
$5.2M$5.4M$5.6M$5.8M$6M$6.2M 20222023 $5.39M $6.02M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 55 $5M
2023 1 17 $6M

The Financial Advisory Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$630K
Employer EIN760536640
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Financial Advisory Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Financial Advisory Group, Inc. 401(k) Plan, Total assets ($B): 0.006018114 · Participants: 17The Financial Advisory Group, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Financial Advisory Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Financial Advisory Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Financial Advisory Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Axoni 401(k) Plan in NY ($6M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 The Financial Advisory Group, Inc. 401(k) Plan assets move in 2023? ▼
The Financial Advisory Group, Inc. 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $5M to $6M. Reported net income was $630K.
How have The Financial Advisory Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Financial Advisory Group, Inc.'s sponsor-wide assets grew 11.7%, from $5M to $6M.
Which 401(k) plans are similar in size to The Financial Advisory Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axoni 401(k) Plan in NY ($6M, 140 participants).
Which 401(k) plans cover a similar participant headcount to The Financial Advisory Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 760536640.

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.