401(k) · DOL Form 5500 · 2024

Dynasty Advisors LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
34th
Percentile by assets National rank
$139,367
Avg per participant Near avg balance/head
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Official DOL plan name: Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Dynasty Advisors LLC · New Jersey · Finance & Insurance

$3M in assets, 21 participants

Dynasty Advisors LLC's Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,875 in Finance & Insurance (8,549 peers)

Dynasty Advisors LLC multi-year trail

Dynasty Advisors LLC's plans moved +96.0% in assets from 2022 to 2024; this filing shows Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust at $3M / 21 participants.

#1,875
in Finance & Insurance (8,549 peers)
+33.5%
assets growth YoY

Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,926,714 34th percentile higher than 34% 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

Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202133664 · Dynasty Advisors LLC PY 2024 · 401(k)

Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust · $3M · 21 · 34th

  • PART $3M
  • PART 21
  • PART 34th
  • PART 401(k)
  • PART near Hodge Bank & Trust Company Profit-Sharing Plan
  • PART ind #1875

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 New Jersey →

Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Dynasty Advisors LLC 401(k) Profit Sharing Plan & TrustDynasty Advisors LLC 401(k) …$3MHodge Bank & Trust Company Profit-Sharing PlanHodge Bank & Trust Company P…$3MMarilyn Ihloff, Inc. Retirement PlanMarilyn Ihloff, Inc. Retirem…$3MHi Tech Motorcars 401(k) Plan$3MComprehensive Care of Oakland 401(k) PlanComprehensive Care of Oaklan…$3M
End-of-year total assets ($M) among Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dynasty Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dynasty Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 95.98666865775188% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.49M $2.93M ▲ +96.6%
Year Plans Participants Total Assets
2022 1 20 $1M
2023 1 20 $2M
2024 1 21 $3M

Dynasty Advisors LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$734K
Employer EIN202133664
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002926714 · Participants: 21Dynasty Advisors LLC 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Hodge Bank & Trust Company Profit-Sharing Plan in LA ($3M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust surged - up 33.5% during 2024, from $2M to $3M. Reported net income was $734K.
How have Dynasty Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dynasty Advisors LLC's sponsor-wide assets grew 96.0%, from $1M to $3M.
Which 401(k) plans are similar in size to Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hodge Bank & Trust Company Profit-Sharing Plan in LA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Dynasty Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 202133664.

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.