Other · DOL Form 5500 · 2024

Mayfair Advisory Group, LLC Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$401,439
Avg per participant High balance/head
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Official DOL plan name: Mayfair Advisory Group 401(k) Profit Sharing Plan · Sponsored by Mayfair Advisory Group, LLC · Alabama · Finance & Insurance

$2M in assets, 4 participants

Mayfair Advisory Group, LLC's Mayfair Advisory Group 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,433 in Finance & Insurance (8,549 peers)

Mayfair Advisory Group, LLC multi-year trail

Mayfair Advisory Group, LLC's plans moved +67.3% in assets from 2022 to 2024; this filing shows Mayfair Advisory Group 401(k) Profit Sharing Plan at $2M / 4 participants.

#1,433
in Finance & Insurance (8,549 peers)
+27.3%
assets growth YoY

Mayfair Advisory Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mayfair Advisory Group 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,605,754 27th percentile higher than 27% of 123,620 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 2024

Mayfair Advisory Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mayfair Advisory Group 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mayfair Advisory Group 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mayfair Advisory Group 401(k) Profit Sharing Plan reported net income rose from $302K in the plan year 2023 filing to $344K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 842953346 · Mayfair Advisory Group, LLC PY 2024 · Other

Mayfair Advisory Group 401(k) Profit Sharing Plan · $2M · 4 · 27th

  • EBSA $2M
  • PART 4
  • TYPE 27th
  • NET Other
  • BOOK near New Vistas 403(b) Plan
  • VS-ST ind #1433

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 Alabama →

Mayfair Advisory Group 401(k) Profit Sharing Plan in the asset neighbourhood

Mayfair Advisory Group 401(k) Profit Sharing PlanMayfair Advisory Group 401(k…$2MNew Vistas 403(b) Plan$2MArc of Southington 403(b) PlanArc of Southington 403(b) Pl…$2MBruce Hersh Cpa Accountancy Corporation Profit Sharing PlanBruce Hersh Cpa Accountancy …$2MEl Valor Corporation 401(k) Savings PlanEl Valor Corporation 401(k) …$2M
End-of-year total assets ($M) among Mayfair Advisory Group 401(k) Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Mayfair Advisory Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mayfair Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 67.32774377218266% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.96M $1.61M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 4 $960K
2023 1 4 $1M
2024 1 4 $2M

Mayfair Advisory Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$344K
Employer EIN842953346
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Mayfair Advisory Group 401(k) Profit Sharing Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants Mayfair Advisory Group 401(k) Profit Sharing Plan, Total assets ($B): 0.001605754 · Participants: 4Mayfair Advisory Group 401(k) Profit Sharing PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.575132187 · Participants: 4817University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.127048729 · Participants: 1431Samford University 403(b) Salary Deferral and Defined Contribution PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, Inc. Savings Plan for Salaried EmployeesUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterprise 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitters Local 760 Savings and Investment Plan
Mayfair Advisory Group 401(k) Profit Sharing Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Mayfair Advisory Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mayfair Advisory Group 401(k) Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is New Vistas 403(b) Plan in NM ($2M); by covered participants it is Broad Hollow Bioscience Park, Inc. in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mayfair Advisory Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Mayfair Advisory Group 401(k) Profit Sharing Plan grew sharply - up 27.3% during 2024, from $1M to $2M. Reported net income was $344K.
How have Mayfair Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mayfair Advisory Group, LLC's sponsor-wide assets grew 67.3%, from $960K to $2M.
Which Other plans are similar in size to Mayfair Advisory Group 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is New Vistas 403(b) Plan in NM ($2M, 9 participants).
Which Other plans cover a similar participant headcount to Mayfair Advisory Group 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Broad Hollow Bioscience Park, Inc. in NY (4 participants, $452K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842953346.

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.