Other · DOL Form 5500 · 2024
Advent Consulting, Inc. Retirement Plan
Data updated 2026-08-25
- $129K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $129,289
- Avg per participant Near avg balance/head
Official DOL plan name: Shebesta Group Savings Plan · Sponsored by Advent Consulting, Inc. · Ohio · Professional & Technical Services
$129K in assets, 1 participants
Advent Consulting, Inc.'s Shebesta Group Savings Plan reported $129K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #1,289 in Professional & Technical Services (20,173 peers)
2024 asset change
Shebesta Group Savings Plan pulled back noticeably 10.5% in 2024 ($144K → $129K) for 1 participant.
- #1,289
- in Professional & Technical Services (20,173 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shebesta Group Savings Plan among the smaller filed plans by assets
Shebesta Group Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,289 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shebesta Group Savings 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. Shebesta Group Savings Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shebesta Group Savings Plan reported net income fell from $10K in the plan year 2023 filing to -$15K in the plan year 2024 filing.
- Shebesta Group Savings Plan end-of-year assets fell from $144K in the plan year 2023 filing to $129K in the plan year 2024 filing.
DOL schedule card
Filing strip 311045313 · Advent Consulting, Inc. PY 2024 · Other
Shebesta Group Savings Plan · $129K · 1 · 8th
- PCT $129K
- EIN 1
- RANK 8th
- PHOTO Other
- IND near Neal E. Donahue Cpa Inc Retirement Plan
- EOY ind #1289
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 Ohio →
Shebesta Group Savings Plan in the asset neighbourhood
Advent Consulting, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Advent Consulting, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $129K 3.840032130425728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $134K |
| 2023 | 1 | 1 | $144K |
| 2024 | 1 | 1 | $129K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $144K |
|---|---|
| Net Assets (End of Year) | $129K |
| Net Income | -$15K |
| Employer EIN | 311045313 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Shebesta Group Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Neal E. Donahue Cpa Inc Retirement Plan in VA ($134K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129K here).
- Neal E. Donahue Cpa Inc Retirement Plan (VA) $134K · 1
- Ywca of Minneapolis 403(b) Plan (MN) $135K · 149
- Carrier Ditching & Excavating Keough Plan (OK) $122K · 5
- Episcopal Day School, Inc. 335001 (NC) $137K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
- Lourdes Kutbi Rivera Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.