401(k) · DOL Form 5500 · 2023

Advocates Incorporated 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
466
Participants Below avg headcount
34th
Percentile by assets National rank
$5,620
Avg per participant Low balance/head
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Official DOL plan name: Advocates Incorporated 401(k) Profit Sharing Plan and Trust · Sponsored by Advocates Incorporated · New York · Healthcare & Social Assistance

$3M in assets, 466 participants

Advocates Incorporated's Advocates Incorporated 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 466 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,991 in Healthcare & Social Assistance (17,684 peers)

Advocates Incorporated multi-year trail

Advocates Incorporated's plans moved +109.1% in assets from 2022 to 2024; this filing shows Advocates Incorporated 401(k) Profit Sharing Plan and Trust at $3M / 466 participants.

#5,991
in Healthcare & Social Assistance (17,684 peers)
+48.9%
assets growth YoY

Advocates Incorporated 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Advocates Incorporated 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,618,767 34th percentile higher than 34% 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

Advocates Incorporated 401(k) Profit Sharing 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. Advocates Incorporated 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advocates Incorporated 401(k) Profit Sharing Plan and Trust reported net income rose from $275K in the plan year 2022 filing to $861K in the plan year 2023 filing.
  • Advocates Incorporated 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Advocates Incorporated 401(k) Profit Sharing Plan and Trust reported participants rose from 436 in the plan year 2022 filing to 466 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161453716 · Advocates Incorporated PY 2023 · 401(k)

Advocates Incorporated 401(k) Profit Sharing Plan and Trust · $3M · 466 · 34th

  • TYPE $3M
  • TYPE 466
  • TYPE 34th
  • TYPE 401(k)
  • TYPE near Overton/Stiff Professional Anesthesia Services, PA 401(k) Plan
  • TYPE ind #5991

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Advocates Incorporated 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Advocates Incorporated 401(k) Profit Sharing Plan and TrustAdvocates Incorporated 401(k…$3MOverton/Stiff Professional Anesthesia Services, PA 401(k) PlanOverton/Stiff Professional A…$3MHoneytree Inc 401(k) Profit Sharing Plan & TrustHoneytree Inc 401(k) Profit …$3MFerguson & Widmayer PC Employees' Retirement Savings PlanFerguson & Widmayer PC Emplo…$3MThe Boring Company$3M
End-of-year total assets ($M) among Advocates Incorporated 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advocates Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Advocates Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 109.07172119842272% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.76M $3.68M ▲ +109.1%
Year Plans Participants Total Assets
2022 1 436 $2M
2023 1 466 $3M
2024 1 614 $4M

Advocates Incorporated filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$861K
Employer EIN161453716
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Advocates Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Advocates Incorporated 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002618767 · Participants: 466Advocates Incorporated 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Advocates Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Advocates Incorporated 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Advocates Incorporated 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Overton/Stiff Professional Anesthesia Services, PA 401(k) Plan in ID ($3M); by covered participants it is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Advocates Incorporated 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Advocates Incorporated 401(k) Profit Sharing Plan and Trust surged - up 48.9% during 2023, from $2M to $3M. Reported net income was $861K.
How have Advocates Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advocates Incorporated's sponsor-wide assets grew 109.1%, from $2M to $4M.
Which 401(k) plans are similar in size to Advocates Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Overton/Stiff Professional Anesthesia Services, PA 401(k) Plan in ID ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Advocates Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants, $93M 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 161453716.

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.