401(k) · DOL Form 5500 · 2024

Friendly Advisor, Inc. 401(k) Plan

Data updated 2026-08-25

$633K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$316,461
Avg per participant High balance/head
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Official DOL plan name: Friendly Advisor, Inc. 401(k) Plan · Sponsored by Friendly Advisor, Inc. · Texas · Professional & Technical Services

$633K in assets, 2 participants

Friendly Advisor, Inc.'s Friendly Advisor, Inc. 401(k) Plan reported $633K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,999 in Professional & Technical Services (20,173 peers)

Friendly Advisor, Inc. multi-year trail

Friendly Advisor, Inc.'s plans moved +52.3% in assets from 2022 to 2024; this filing shows Friendly Advisor, Inc. 401(k) Plan at $633K / 2 participants.

#2,999
in Professional & Technical Services (20,173 peers)
-58.9%
assets change YoY

The plan reported a net loss of $908K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Friendly Advisor, Inc. 401(k) Plan among the smaller filed plans by assets

Friendly Advisor, Inc. 401(k) Plan vs every filed plan by assets

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

$632,921 20th percentile higher than 20% 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

Friendly Advisor, Inc. 401(k) 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. Friendly Advisor, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Friendly Advisor, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$908K in the plan year 2024 filing.
  • Friendly Advisor, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $633K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 833499591 · Friendly Advisor, Inc. PY 2024 · 401(k)

Friendly Advisor, Inc. 401(k) Plan · $633K · 2 · 20th

  • ASSETS $633K
  • PCT 2
  • EIN 20th
  • RANK 401(k)
  • PHOTO near Graystar Corporation 401(k) Plan
  • IND ind #2999

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 Texas →

Friendly Advisor, Inc. 401(k) Plan in the asset neighbourhood

Friendly Advisor, Inc. 401(k) PlanFriendly Advisor, Inc. 401(k…$633KGraystar Corporation 401(k) PlanGraystar Corporation 401(k) …$633KSeigneur Gustafson LLP Section 401 (K) Profit Sharing PlanSeigneur Gustafson LLP Secti…$633KNaaz Corp. 401(k) Profit Sharing PlanNaaz Corp. 401(k) Profit Sha…$633KMlw, Inc 401(k) Plan$633K
End-of-year total assets ($M) among Friendly Advisor, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Friendly Advisor, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$633K 52.33085674539279% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.42M $0.63M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $415K
2023 1 2 $2M
2024 1 2 $633K

Friendly Advisor, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$633K
Net Income-$908K
Employer EIN833499591
Plan Effective Date2019-02-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Friendly Advisor, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Friendly Advisor, Inc. 401(k) Plan, Total assets ($B): 0.000632921 · Participants: 2Friendly Advisor, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Friendly Advisor, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Friendly Advisor, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Graystar Corporation 401(k) Plan in IL ($633K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($633K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Friendly Advisor, Inc. 401(k) Plan assets move in 2024? ▼
Friendly Advisor, Inc. 401(k) Plan contracted severely - down 58.9% during 2024, from $2M to $633K. Reported net income was -$908K.
How have Friendly Advisor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friendly Advisor, Inc.'s sponsor-wide assets grew 52.3%, from $415K to $633K.
Where does Friendly Advisor, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Friendly Advisor, Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Friendly Advisor, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graystar Corporation 401(k) Plan in IL ($633K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Friendly Advisor, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 833499591.

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.