401(k) · DOL Form 5500 · 2023
Advanced Technology Holding, LLC 401(k) Plan
Data updated 2026-08-11
- $305M
- Total assets
- 469
- Participants
- 96th
- Percentile by assets
- $649,307
- Avg per participant
Official DOL plan name: Ath Retirement Plan and Trust · Sponsored by Advanced Technology Holding, LLC · Virginia · Information & Media
$305M in assets, 469 participants
Advanced Technology Holding, LLC's Ath Retirement Plan and Trust reported $305M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #2,645 in Information & Media (2,818 peers)
Where Ath Retirement Plan and Trust sits by assets
Ath Retirement Plan and Trust sits in the top 5% of all filed plans by assets, $305M for 469 participants (~$649,307/participant), up 16.1% in 2023.
- $305M
- total plan assets (2023 EOY)
- 469
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $649,307
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ath Retirement Plan and Trust reported net income rose from -$53M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Ath Retirement Plan and Trust end-of-year assets rose from $262M in the plan year 2022 filing to $305M in the plan year 2023 filing.
Ath Retirement Plan and Trust vs the 2023 asset distribution
By assets, Ath Retirement Plan and Trust outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $262M |
|---|---|
| Net Assets (End of Year) | $305M |
| Net Income | $42M |
| Employer EIN | 264662192 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advanced Technology Holding, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 466 | $262M |
| 2023 | 1 | 469 | $305M |
| 2024 | 1 | 460 | $325M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ath Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ath Retirement Plan and Trust by total assets, not by location.
- Onesmile 401(k) Plan and Trust (CA) $304M · 6,458
- Htlf Retirement Plan (CO) $304M · 2,025
- Chromalloy 401(k) Plan (FL) $305M · 1,575
- Tcw, LLC Profit Sharing and Savings Plan (CA) $304M · 653
Frequently Asked Questions
How did Ath Retirement Plan and Trust assets move in 2023? ▼
How have Advanced Technology Holding, LLC plan assets changed over time? ▼
Where does Ath Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ath Retirement Plan and Trust? ▼
Next read for Ath Retirement Plan and Trust
Scale reading
Ways to act on Ath Retirement Plan and Trust's numbers.
- By total assets, Ath Retirement Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Advanced Technology Holding, LLC's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Information & Media plans