401(k) · DOL Form 5500 · 2023

At Retirement Services 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
441
Participants Below avg headcount
69th
Percentile by assets National rank
$36,848
Avg per participant Low balance/head
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Official DOL plan name: The Achieve Advantage 401(k) Plan · Sponsored by At Retirement Services · Pennsylvania · Finance & Insurance

$16M in assets, 441 participants

At Retirement Services's The Achieve Advantage 401(k) Plan reported $16M in total assets and 441 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,819 in Finance & Insurance (8,869 peers)

At Retirement Services multi-year trail

At Retirement Services's plans moved +256.1% in assets from 2022 to 2023; this filing shows The Achieve Advantage 401(k) Plan at $16M / 441 participants.

#4,819
in Finance & Insurance (8,869 peers)
+239.7%
assets growth YoY

The Achieve Advantage 401(k) Plan's outsized position by total assets

The Achieve Advantage 401(k) Plan vs every filed plan by assets

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

$16,249,945 Top 31% higher than 69% 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

The Achieve Advantage 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. The Achieve Advantage 401(k) Plan sits mid-pack in the medium band (441 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Achieve Advantage 401(k) Plan reported net income rose from $385K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Achieve Advantage 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Achieve Advantage 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 441 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 833455979 · At Retirement Services PY 2023 · 401(k)

The Achieve Advantage 401(k) Plan · $16M · 441 · 69th

  • 5500 $16M
  • ASSETS 441
  • PCT 69th
  • EIN 401(k)
  • RANK near Citizens National Bank of Greater St. Louis 401(k) Profit Sharing Plan
  • PHOTO ind #4819

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 Pennsylvania →

The Achieve Advantage 401(k) Plan in the asset neighbourhood

The Achieve Advantage 401(k) PlanThe Achieve Advantage 401(k)…$16MCitizens National Bank of Greater St. Louis 401(k) Profit Sharing PlanCitizens National Bank of Gr…$16MTri Star Engineering Inc. 401(k) Profit Sharing PlanTri Star Engineering Inc. 40…$16MHoy Construction, Inc. Employee Stock Ownership PlanHoy Construction, Inc. Emplo…$16MTechlab, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among The Achieve Advantage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

At Retirement Services multi-year asset trail

Sponsor-wide plan assets over time

All At Retirement Services plans reported in each filing year

Latest sponsor-wide plan assets
$18M 256.05630602595795% vs 2022
2023 filing year
$0M$5M$10M$15M$20M 20222023 $5.06M $18M ▲ +256.1%
Year Plans Participants Total Assets
2022 3 99 $5M
2023 4 616 $18M

At Retirement Services filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN833455979
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Achieve Advantage 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Achieve Advantage 401(k) Plan, Total assets ($B): 0.016249945 · Participants: 441The Achieve Advantage 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Achieve Advantage 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Achieve Advantage 401(k) Plan side-by-side with 3 peers →

The Achieve Advantage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Citizens National Bank of Greater St. Louis 401(k) Profit Sharing Plan in MO ($16M); by covered participants it is Beehive Homes Staffing Services Company 401(k) Plan in NM (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 The Achieve Advantage 401(k) Plan assets move in 2023? ▼
The Achieve Advantage 401(k) Plan surged - up 239.7% during 2023, from $5M to $16M. Reported net income was $3M.
How have At Retirement Services plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), At Retirement Services's sponsor-wide assets grew 256.1%, from $5M to $18M.
Which 401(k) plans are similar in size to The Achieve Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens National Bank of Greater St. Louis 401(k) Profit Sharing Plan in MO ($16M, 171 participants).
Which 401(k) plans cover a similar participant headcount to The Achieve Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beehive Homes Staffing Services Company 401(k) Plan in NM (441 participants, $315K 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 833455979.

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.