401(k) · DOL Form 5500 · 2023

ADVISOR360 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
454
Participants Below avg headcount
90th
Percentile by assets National rank
$179,332
Avg per participant Above avg balance/head
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Official DOL plan name: Advisor360 401(k) P/S Plan · Sponsored by ADVISOR360 · Massachusetts · Information & Media

$81M in assets, 454 participants

ADVISOR360's Advisor360 401(k) P/S Plan reported $81M in total assets and 454 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,412 in Information & Media (2,818 peers)

Where Advisor360 401(k) P/S Plan sits by assets

Advisor360 401(k) P/S Plan sits in the top 10% of all filed plans by assets, $81M for 454 participants (~$179,332/participant), up 36.2% in 2023.

#2,412
in Information & Media (2,818 peers)
+36.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Advisor360 401(k) P/S Plan's outsized position by total assets

Advisor360 401(k) P/S Plan vs every filed plan by assets

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

$81,416,623 Top 10% higher than 90% 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

Advisor360 401(k) P/S Plan 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. Advisor360 401(k) P/S Plan sits mid-pack in the medium band (454 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advisor360 401(k) P/S Plan reported net income rose from -$9M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Advisor360 401(k) P/S Plan end-of-year assets rose from $60M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Advisor360 401(k) P/S Plan reported participants rose from 372 in the plan year 2022 filing to 454 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831740964 · ADVISOR360 PY 2023 · 401(k)

Advisor360 401(k) P/S Plan · $81M · 454 · 90th

  • PCT $81M
  • PCT 454
  • PCT 90th
  • PCT 401(k)
  • PCT near Tencarva Machinery Company Profit Sharing & 401(k) Plan
  • PCT ind #2412

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 Massachusetts →

Advisor360 401(k) P/S Plan in the asset neighbourhood

Sfm Mutual Insurance Company Savings and Retirement PlanSfm Mutual Insurance Company…$81MAdvisor360 401(k) P/S Plan$81MTencarva Machinery Company Profit Sharing & 401(k) PlanTencarva Machinery Company P…$81MOracle Financial Services Software Inc. 401(k) Profit Sharing PlanOracle Financial Services So…$81MRohrer Corporation Amended and Restated Profit Sharing Plan and TrustRohrer Corporation Amended a…$81M
End-of-year total assets ($M) among Advisor360 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$81M
Net Income$23M
Employer EIN831740964
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ADVISOR360)

Sponsor-wide plan assets over time

All ADVISOR360 plans reported in each filing year

Latest sponsor-wide plan assets
$97M 61.54417262959202% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.8M $96.6M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 372 $60M
2023 1 454 $81M
2024 1 494 $97M

Nearby 401(k) Plans in Massachusetts

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

Advisor360 401(k) P/S Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Advisor360 401(k) P/S Plan, Total assets ($B): 0.081416623 · Participants: 454Advisor360 401(k) P/S PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Advisor360 401(k) P/S Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Advisor360 401(k) P/S Plan side-by-side with 3 peers →

Advisor360 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tencarva Machinery Company Profit Sharing & 401(k) Plan in NC ($81M); by covered participants it is Farmers National Bank 401(k) Retirement Savings Plan in OH (454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (454 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 Advisor360 401(k) P/S Plan assets move in 2023? ▼
Advisor360 401(k) P/S Plan surged - up 36.2% during 2023, from $60M to $81M. Reported net income was $23M.
How have ADVISOR360 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ADVISOR360's sponsor-wide assets grew 61.5%, from $60M to $97M.
Where does Advisor360 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Advisor360 401(k) P/S Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Advisor360 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tencarva Machinery Company Profit Sharing & 401(k) Plan in NC ($81M, 428 participants).
Which 401(k) plans cover a similar participant headcount to Advisor360 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers National Bank 401(k) Retirement Savings Plan in OH (454 participants, $60M 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 831740964.

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.