401(k) · DOL Form 5500 · 2023

Rolta Advizex Technologies, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
212
Participants Below avg headcount
79th
Percentile by assets National rank
$137,391
Avg per participant Near avg balance/head
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Official DOL plan name: Advizex Technologies, LLC Retirement 401(k) Plan · Sponsored by Rolta Advizex Technologies, LLC · Ohio · Professional & Technical Services

$29M in assets, 212 participants

Rolta Advizex Technologies, LLC's Advizex Technologies, LLC Retirement 401(k) Plan reported $29M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,097 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Advizex Technologies, LLC Retirement 401(k) Plan covers 212 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#16,097
in Professional & Technical Services (20,321 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Advizex Technologies, LLC Retirement 401(k) Plan's outsized position by total assets

Advizex Technologies, LLC Retirement 401(k) Plan vs every filed plan by assets

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

$29,126,901 Top 21% higher than 79% 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

Advizex Technologies, LLC Retirement 401(k) 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. Advizex Technologies, LLC Retirement 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advizex Technologies, LLC Retirement 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Advizex Technologies, LLC Retirement 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Advizex Technologies, LLC Retirement 401(k) Plan reported participants rose from 192 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371504931 · Rolta Advizex Technologies, LLC PY 2023 · 401(k)

Advizex Technologies, LLC Retirement 401(k) Plan · $29M · 212 · 79th

  • BOY $29M
  • SCH 212
  • EBSA 79th
  • PART 401(k)
  • TYPE near R.S.M. Electron Power, Inc 401(k) Plan
  • NET ind #16097

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Advizex Technologies, LLC Retirement 401(k) Plan in the asset neighbourhood

Advizex Technologies, LLC Retirement 401(k) PlanAdvizex Technologies, LLC Re…$29MAllied Physicians, Inc. 401(k) Salary Reduction Plan and TrustAllied Physicians, Inc. 401(…$29MWorld 50, Inc.$29MR.S.M. Electron Power, Inc 401(k) PlanR.S.M. Electron Power, Inc 4…$29MHouston Distributing Co. Inc. Tax Advantage Retirement Savings PlanHouston Distributing Co. Inc…$29M
End-of-year total assets ($M) among Advizex Technologies, LLC Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN371504931
Plan Effective Date2017-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rolta Advizex Technologies, LLC)

Sponsor-wide plan assets over time

All Rolta Advizex Technologies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 41.01332095151444% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $35.6M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 192 $25M
2023 1 212 $29M
2024 1 257 $36M

Nearby 401(k) Plans in Ohio

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

Advizex Technologies, LLC Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Advizex Technologies, LLC Retirement 401(k) Plan, Total assets ($B): 0.029126901 · Participants: 212Advizex Technologies, LLC Retirement 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Advizex Technologies, LLC Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Advizex Technologies, LLC Retirement 401(k) Plan side-by-side with 3 peers →

Advizex Technologies, LLC Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is R.S.M. Electron Power, Inc 401(k) Plan in NY ($29M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Advizex Technologies, LLC Retirement 401(k) Plan assets move in 2023? ▼
Advizex Technologies, LLC Retirement 401(k) Plan grew sharply - up 15.5% during 2023, from $25M to $29M. Reported net income was $4M.
How have Rolta Advizex Technologies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rolta Advizex Technologies, LLC's sponsor-wide assets grew 41.0%, from $25M to $36M.
Where does Advizex Technologies, LLC Retirement 401(k) Plan rank by assets among Form 5500 filers? ▼
Advizex Technologies, LLC Retirement 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advizex Technologies, LLC Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.S.M. Electron Power, Inc 401(k) Plan in NY ($29M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Advizex Technologies, LLC Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 371504931.

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.