401(k) · DOL Form 5500 · 2024
Advancement Group Inc 401(k) Plan
Data updated 2026-08-25
- $584K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $97,395
- Avg per participant Below avg balance/head
Official DOL plan name: Advancement Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Advancement Group Inc · Oklahoma · Finance & Insurance
$584K in assets, 6 participants
Advancement Group Inc's Advancement Group Inc 401(k) Profit Sharing Plan & Trust reported $584K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #882 in Finance & Insurance (8,549 peers)
Advancement Group Inc multi-year trail
Advancement Group Inc's plans moved +70.7% in assets from 2022 to 2024; this filing shows Advancement Group Inc 401(k) Profit Sharing Plan & Trust at $584K / 6 participants.
- #882
- in Finance & Insurance (8,549 peers)
- +22.1%
- assets growth YoY
Advancement Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Advancement Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$584,370 19th percentile higher than 19% 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
Advancement Group Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advancement Group Inc 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advancement Group Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $136K in the plan year 2023 filing to $106K in the plan year 2024 filing.
- Advancement Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $479K in the plan year 2023 filing to $584K in the plan year 2024 filing.
DOL schedule card
Filing strip 731554767 · Advancement Group Inc PY 2024 · 401(k)
Advancement Group Inc 401(k) Profit Sharing Plan & Trust · $584K · 6 · 19th
- PART $584K
- TYPE 6
- NET 19th
- BOOK 401(k)
- VS-ST near Early Bird Services, LLC Employees' Savings Plan
- BOY ind #882
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 Oklahoma →
Advancement Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Advancement Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Advancement Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $584K 70.72714683463684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $342K |
| 2023 | 1 | 6 | $479K |
| 2024 | 1 | 6 | $584K |
Advancement Group Inc filing trail (2024)
| Total Assets (Beginning of Year) | $479K |
|---|---|
| Net Assets (End of Year) | $584K |
| Net Income | $106K |
| Employer EIN | 731554767 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Advancement Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Early Bird Services, LLC Employees' Savings Plan in TX ($584K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($584K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.