401(k) · DOL Form 5500 · 2023

Advisor Hr, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,362
Participants Near avg headcount
75th
Percentile by assets National rank
$16,636
Avg per participant Low balance/head
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Official DOL plan name: Advisor Hr, Inc. Retirement Savings Plan · Sponsored by Advisor Hr, Inc. · North Carolina · Professional & Technical Services

$23M in assets, 1,362 participants

Advisor Hr, Inc.'s Advisor Hr, Inc. Retirement Savings Plan reported $23M in total assets and 1,362 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,226 in Professional & Technical Services (20,321 peers)

Where Advisor Hr, Inc. Retirement Savings Plan sits by assets

Advisor Hr, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $23M for 1,362 participants (~$16,636/participant), up 19.0% in 2023.

#15,226
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Advisor Hr, Inc. Retirement Savings Plan's outsized position by total assets

Advisor Hr, Inc. Retirement Savings Plan vs every filed plan by assets

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

$22,657,566 Top 25% higher than 75% 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

Advisor Hr, Inc. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advisor Hr, Inc. Retirement Savings Plan lands in the large band (1,362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advisor Hr, Inc. Retirement Savings Plan reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Advisor Hr, Inc. Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Advisor Hr, Inc. Retirement Savings Plan reported participants fell from 1,414 in the plan year 2022 filing to 1,362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472456660 · Advisor Hr, Inc. PY 2023 · 401(k)

Advisor Hr, Inc. Retirement Savings Plan · $23M · 1,362 · 75th

  • PCT $23M
  • EIN 1,362
  • RANK 75th
  • PHOTO 401(k)
  • IND near Chitimacha Tribe of Louisiana 401(k) Profit Sharing Plan
  • EOY ind #15226

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 North Carolina →

Advisor Hr, Inc. Retirement Savings Plan in the asset neighbourhood

Advisor Hr, Inc. Retirement Savings PlanAdvisor Hr, Inc. Retirement …$23MChitimacha Tribe of Louisiana 401(k) Profit Sharing PlanChitimacha Tribe of Louisian…$23MDevaney Energy, Inc. 401(k) Retirement PlanDevaney Energy, Inc. 401(k) …$23MNbs Retirement Savings Plan$23MNti Connect 401(k) Plan$23M
End-of-year total assets ($M) among Advisor Hr, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN472456660
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisor Hr, Inc.)

Sponsor-wide plan assets over time

All Advisor Hr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 24.67633670277959% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19M $23.7M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 1,414 $19M
2023 1 1,362 $23M
2024 1 725 $24M

Nearby 401(k) Plans in North Carolina

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

Advisor Hr, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Advisor Hr, Inc. Retirement Savings Plan, Total assets ($B): 0.022657566 · Participants: 1362Advisor Hr, Inc. Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Advisor Hr, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Advisor Hr, Inc. Retirement Savings Plan side-by-side with 3 peers →

Advisor Hr, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Chitimacha Tribe of Louisiana 401(k) Profit Sharing Plan in LA ($23M); by covered participants it is Vineyard Vines 401(k) Plan in CT (1,362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,362 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 Advisor Hr, Inc. Retirement Savings Plan assets move in 2023? ▼
Advisor Hr, Inc. Retirement Savings Plan grew sharply - up 19.0% during 2023, from $19M to $23M. Reported net income was $6M.
How have Advisor Hr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisor Hr, Inc.'s sponsor-wide assets grew 24.7%, from $19M to $24M.
Where does Advisor Hr, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Advisor Hr, Inc. Retirement Savings Plan ranks in the 75th 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 Advisor Hr, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chitimacha Tribe of Louisiana 401(k) Profit Sharing Plan in LA ($23M, 537 participants).
Which 401(k) plans cover a similar participant headcount to Advisor Hr, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vineyard Vines 401(k) Plan in CT (1,362 participants, $36M 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 472456660.

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.