401(k) · DOL Form 5500 · 2022

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,633
Participants Near avg headcount
84th
Percentile by assets National rank
$20,525
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Simplified Flexible · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$34M in assets, 1,633 participants

Advisortrust, Inc.'s 401(k) Simplified Flexible reported $34M in total assets and 1,633 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,874 in Finance & Insurance (9,261 peers)

Coverage in South Dakota

401(k) Simplified Flexible covers 1,633 participants in South Dakota, 4.8x the typical South Dakota plan (state average ~340 per filing). Assets: $34M.

#6,874
in Finance & Insurance (9,261 peers)
+2.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

401(k) Simplified Flexible's outsized position by total assets

401(k) Simplified Flexible vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$33,517,297 Top 16% higher than 84% of 139,123 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 2022

401(k) Simplified Flexible's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Simplified Flexible lands in the large band (1,633 participants).

Plan-year Form 5500 strip

Filing strip 464091337 · Advisortrust, Inc. PY 2022 · 401(k)

401(k) Simplified Flexible · $34M · 1,633 · 84th

  • EBSA $34M
  • EBSA 1,633
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Southwest Human Development, Inc. 401(k) and Profit Sharing Plan
  • EBSA ind #6874

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 Finance & Insurance retirement plans → · Plans in South Dakota →

401(k) Simplified Flexible in the asset neighbourhood

401(k) Simplified Flexible$34MCreative Management Services, LLC 401(k) PlanCreative Management Services…$34MClipper Magazine, LLC 401(k) PlanClipper Magazine, LLC 401(k)…$34MSouthwest Human Development, Inc. 401(k) and Profit Sharing PlanSouthwest Human Development,…$34MHooper Corporation Retirement PlanHooper Corporation Retiremen…$34M
End-of-year total assets ($M) among 401(k) Simplified Flexible and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Dakota filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$514K
Employer EIN464091337
Plan Effective Date2021-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisortrust, Inc.)

Sponsor-wide plan assets over time

All Advisortrust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 508.5281362870342% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $40.7M $248M ▲ +508.5%
Year Plans Participants Total Assets
2022 7 1,804 $41M
2023 7 4,006 $115M
2024 7 4,982 $248M

Nearby 401(k) Plans in South Dakota

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

401(k) Simplified Flexible vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants 401(k) Simplified Flexible, Total assets ($M): 33.517297 · Participants: 1633401(k) Simplified FlexibleBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 615.260397 · Participants: 2873Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 212.264423 · Participants: 13988Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 189.289255 · Participants: 2033Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 183.910332 · Participants: 1883Premier 401(k) PlanPoet Biorefining 401(k) Plan, Total assets ($M): 171.826935 · Participants: 2022Poet Biorefining 401(k) Plan
401(k) Simplified Flexible vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare 401(k) Simplified Flexible side-by-side with 3 peers →

401(k) Simplified Flexible's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Southwest Human Development, Inc. 401(k) and Profit Sharing Plan in AZ ($34M); by covered participants it is Pac Worldwide Corporation 401(k) Profit Sharing Plan in WA (1,633 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,633 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 401(k) Simplified Flexible assets move in 2022? ▼
401(k) Simplified Flexible edged up modestly - up 2.4% during 2022, from $33M to $34M. Reported net income was $514K.
How have Advisortrust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisortrust, Inc.'s sponsor-wide assets grew 508.5%, from $41M to $248M.
Where does 401(k) Simplified Flexible rank by assets among Form 5500 filers? ▼
401(k) Simplified Flexible ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Simplified Flexible? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Human Development, Inc. 401(k) and Profit Sharing Plan in AZ ($34M, 789 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Simplified Flexible? ▼
Among 401(k) plans in other states, the closest by covered participants is Pac Worldwide Corporation 401(k) Profit Sharing Plan in WA (1,633 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464091337.

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.