401(k) · DOL Form 5500 · 2023

Athena Global Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
66
Participants Small participant base
32nd
Percentile by assets National rank
$34,820
Avg per participant Low balance/head
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Official DOL plan name: Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Athena Global Advisors, Inc. · Pennsylvania · Other Services

$2M in assets, 66 participants

Athena Global Advisors, Inc.'s Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,451 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust ranks #4,451 of 7,857 2023 filers by assets (873% of the sector average)-$2M for 66 participants.

#4,451
in Other Services (7,857 peers)
+62.0%
assets growth YoY

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,298,132 32nd percentile higher than 32% 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

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $211K in the plan year 2022 filing to $879K in the plan year 2023 filing.
  • Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 42 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 462226366 · Athena Global Advisors, Inc. PY 2023 · 401(k)

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust · $2M · 66 · 32nd

  • TYPE $2M
  • TYPE 66
  • TYPE 32nd
  • TYPE 401(k)
  • TYPE near Aor Direct, LLC Profit Sharing Plan
  • TYPE ind #4451

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 Other Services retirement plans → · Plans in Pennsylvania →

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and TrustAthena Global Advisors, Inc.…$2MAor Direct, LLC Profit Sharing PlanAor Direct, LLC Profit Shari…$2MElfmont Associates Inc. 401(k) Profit Sharing PlanElfmont Associates Inc. 401(…$2MGppm/221 401(k) Plan$2MEar Consultants of the Southwest 401(k) Profit Sharing PlanEar Consultants of the South…$2M
End-of-year total assets ($M) among Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$879K
Employer EIN462226366
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athena Global Advisors, Inc.)

Sponsor-wide plan assets over time

All Athena Global Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 148.01014118577442% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.42M $3.52M ▲ +147.9%
Year Plans Participants Total Assets
2022 1 42 $1M
2023 1 66 $2M
2024 1 77 $4M

Nearby 401(k) Plans in Pennsylvania

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

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002298132 · Participants: 66Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aor Direct, LLC Profit Sharing Plan in AZ ($2M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust surged - up 62.0% during 2023, from $1M to $2M. Reported net income was $879K.
How have Athena Global Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athena Global Advisors, Inc.'s sponsor-wide assets grew 148.0%, from $1M to $4M.
Which 401(k) plans are similar in size to Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aor Direct, LLC Profit Sharing Plan in AZ ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M 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 462226366.

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.