401(k) · DOL Form 5500 · 2024

Core Wealth Advisory 401(k) Plan

Data updated 2026-08-25

$73K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$24,220
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Core Wealth Advisory 401(k) Profit Sharing Plan · Sponsored by Core Wealth Advisory · Massachusetts · Finance & Insurance

$73K in assets, 3 participants

Core Wealth Advisory's Core Wealth Advisory 401(k) Profit Sharing Plan reported $73K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

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

What the 2024 filing shows

Core Wealth Advisory 401(k) Profit Sharing Plan holds $73K for 3 participants - about $24,220 per participant, among the smaller plans by assets on file.

#233
in Finance & Insurance (8,549 peers)
$73K
reported net income

Core Wealth Advisory 401(k) Profit Sharing Plan among the smaller filed plans by assets

Core Wealth Advisory 401(k) Profit Sharing Plan vs every filed plan by assets

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

$72,659 5th percentile higher than 5% 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

Core Wealth Advisory 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. Core Wealth Advisory 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 991236629 · Core Wealth Advisory PY 2024 · 401(k)

Core Wealth Advisory 401(k) Profit Sharing Plan · $73K · 3 · 5th

  • IND $73K
  • EOY 3
  • 5500 5th
  • ASSETS 401(k)
  • PCT near Endurance Venture Corporation 401(k) Plan
  • EIN ind #233

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 Massachusetts →

Core Wealth Advisory 401(k) Profit Sharing Plan in the asset neighbourhood

Core Wealth Advisory 401(k) Profit Sharing PlanCore Wealth Advisory 401(k) …$73KEndurance Venture Corporation 401(k) PlanEndurance Venture Corporatio…$73KIzdihar Group, Inc. 401(k) Profit Sharing PlanIzdihar Group, Inc. 401(k) P…$73KElevated Experiences Inc. 401(k) PlanElevated Experiences Inc. 40…$73KEndurance Venture Corporation 401(k) PlanEndurance Venture Corporatio…$73K
End-of-year total assets ($M) among Core Wealth Advisory 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$73K
Net Income$73K
Employer EIN991236629
Plan Effective Date2024-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Core Wealth Advisory 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Core Wealth Advisory 401(k) Profit Sharing Plan, Total assets ($B): 0.000072659 · Participants: 3Core Wealth Advisory 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Core Wealth Advisory 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Core Wealth Advisory 401(k) Profit Sharing Plan side-by-side with 3 peers →

Core Wealth Advisory 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Endurance Venture Corporation 401(k) Plan in SD ($73K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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

Where does Core Wealth Advisory 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Core Wealth Advisory 401(k) Profit Sharing Plan ranks in the 5th 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 Core Wealth Advisory 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endurance Venture Corporation 401(k) Plan in SD ($73K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Core Wealth Advisory 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 991236629.

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.