401(k) · DOL Form 5500 · 2023

Advanced Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 28th
Percentile by assets National rank: $813,578
Avg per participant High balance/head

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Official DOL plan name: Advanced Strategies 401(k) Plan · Sponsored by Advanced Strategies, Inc. · Louisiana · Professional & Technical Services

$2M in assets, 2 participants

Advanced Strategies, Inc.'s Advanced Strategies 401(k) Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#4,827 in Professional & Technical Services (20,321 peers)

Advanced Strategies, Inc. multi-year trail

Advanced Strategies, Inc.'s plans moved +100.9% in assets from 2022 to 2024; this filing shows Advanced Strategies 401(k) Plan at $2M / 2 participants.

#4,827
in Professional & Technical Services (20,321 peers): +16.0%
assets growth YoY

Advanced Strategies 401(k) Plan among the smaller filed plans by assets

Advanced Strategies 401(k) Plan vs every filed plan by assets

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

$1,627,155 28th percentile higher than 28% 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

Advanced Strategies 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Strategies 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Advanced Strategies 401(k) Plan reported net income rose from -$153K in the plan year 2022 filing to $224K in the plan year 2023 filing.
Advanced Strategies 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721347581 · Advanced Strategies, Inc. PY 2023 · 401(k)

Advanced Strategies 401(k) Plan · $2M · 2 · 28th

SCH $2M
SCH 2
SCH 28th
SCH 401(k)
SCH near M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust
SCH ind #4827

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 Louisiana →

End-of-year total assets ($M) among Advanced Strategies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advanced Strategies, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 100.8824560803298% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$2M
2024	1	2	$3M

Advanced Strategies, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$224K
Employer EIN	721347581
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Advanced Strategies 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lumen 401(k) Savings Plan $7.1B · 24,522
Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
Amedisys Holding, LLC 401(k) Plan $849M · 20,100

Compare Advanced Strategies 401(k) Plan side-by-side with 3 peers →

Advanced Strategies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust in NJ ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust (NJ) $2M · 6
Kenosha Medical Associates Ltd 401(k) Profit Sharing Plan and Trust (WI) $2M · 5
Cargobarn 401(k) Plan (CA) $2M · 124
Hermeus 401(k) & Profit Share Plan (GA) $2M · 104

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Advanced Strategies 401(k) Plan assets move in 2023? ▼

Advanced Strategies 401(k) Plan grew sharply - up 16.0% during 2023, from $1M to $2M. Reported net income was $224K.

How have Advanced Strategies, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advanced Strategies, Inc.'s sponsor-wide assets grew 100.9%, from $1M to $3M.

Which 401(k) plans are similar in size to Advanced Strategies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust in NJ ($2M, 6 participants).

Which 401(k) plans cover a similar participant headcount to Advanced Strategies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 721347581.