401(k) · DOL Form 5500 · 2023
Advanced Technology Holding, LLC 401(k) Plan
Data updated 2026-08-25
- $305M
- Total assets Above avg plan size
- 469
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $649,307
- Avg per participant High balance/head
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.
- #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.
- #2,645
- in Information & Media (2,818 peers)
- +16.1%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Ath Retirement Plan and Trust's outsized position by total assets
Ath Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$304,525,042 Top 4% higher than 96% 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
Ath Retirement Plan and 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. Ath Retirement Plan and Trust sits mid-pack in the medium band (469 participants).
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.
Form 5500 schedule snapshot
Filing strip 264662192 · Advanced Technology Holding, LLC PY 2023 · 401(k)
Ath Retirement Plan and Trust · $305M · 469 · 96th
- NET $305M
- BOOK 469
- VS-ST 96th
- BOY 401(k)
- SCH near Onesmile 401(k) Plan and Trust
- EBSA ind #2645
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 Information & Media retirement plans → · Plans in Virginia →
Ath Retirement Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Advanced Technology Holding, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $325M 24.098156940234116% vs 2022
- 2024 filing year
| 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.
- 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
Ath Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Onesmile 401(k) Plan and Trust in CA ($304M); by covered participants it is Mgs Employee 401(k) Plan in WI (469 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($305M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (469 participants); asset peers above are excluded.
- Mgs Employee 401(k) Plan (WI) 469 · 0 off
- Flushing Bank 401(k) Savings Plan (NY) 469 · 0 off
- 401(k) Retirement Plan for Employees of Mather (IL) 469 · 0 off
- Camco Manufacturing, LLC 401(k) Plan (NC) 469 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.