401(k) · DOL Form 5500 · 2023

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
90
Participants Small participant base
34th
Percentile by assets National rank
$29,332
Avg per participant Low balance/head
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Official DOL plan name: The Capital Group Master Retirement Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$3M in assets, 90 participants

Advisortrust, Inc.'s The Capital Group Master Retirement Plan reported $3M in total assets and 90 participants in its 2023 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.

  • #2,087 in Finance & Insurance (8,869 peers)

Advisortrust, Inc. multi-year trail

Advisortrust, Inc.'s plans moved +508.5% in assets from 2022 to 2024; this filing shows The Capital Group Master Retirement Plan at $3M / 90 participants.

#2,087
in Finance & Insurance (8,869 peers)
+243.0%
assets growth YoY

The Capital Group Master Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Capital Group Master Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,639,900 34th percentile higher than 34% of 127,068 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 2023

The Capital Group Master Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Capital Group Master Retirement Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Capital Group Master Retirement Plan end-of-year assets rose from $770K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Capital Group Master Retirement Plan reported net income rose from $761K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Capital Group Master Retirement Plan reported participants rose from 68 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464091337 · Advisortrust, Inc. PY 2023 · 401(k)

The Capital Group Master Retirement Plan · $3M · 90 · 34th

  • PCT $3M
  • EIN 90
  • RANK 34th
  • PHOTO 401(k)
  • IND near Vertical Solutions 401(k) Profit Sharing Plan
  • EOY ind #2087

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 South Dakota →

The Capital Group Master Retirement Plan in the asset neighbourhood

The Capital Group Master Retirement PlanThe Capital Group Master Ret…$3MVertical Solutions 401(k) Profit Sharing PlanVertical Solutions 401(k) Pr…$3MKern & Thompson, LLC 401(k) PlanKern & Thompson, LLC 401(k) …$3MArbuckle Dental 401(k) Plan$3M101 Pipe & Casing, Inc. 401(k) Profit Sharing Plan101 Pipe & Casing, Inc. 401(…$3M
End-of-year total assets ($M) among The Capital Group Master Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advisortrust, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advisortrust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 508.5281362870342% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $40.7M $248M ▲ +508.5%
Year Plans Participants Total Assets
2022 7 1,804 $41M
2023 7 4,006 $115M
2024 7 4,982 $248M

Advisortrust, Inc. filing trail (2023)

Total Assets (Beginning of Year)$770K
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN464091337
Plan Effective Date2021-06-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

The Capital Group Master Retirement Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants The Capital Group Master Retirement Plan, Total assets ($M): 2.6399 · Participants: 90The Capital Group Master Retirement PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
The Capital Group Master Retirement Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare The Capital Group Master Retirement Plan side-by-side with 3 peers →

The Capital Group Master Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Vertical Solutions 401(k) Profit Sharing Plan in MA ($3M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Capital Group Master Retirement Plan assets move in 2023? ▼
The Capital Group Master Retirement Plan surged - up 243.0% during 2023, from $770K to $3M. Reported net income was $2M.
How have Advisortrust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisortrust, Inc.'s sponsor-wide assets grew 508.5%, from $41M to $248M.
Which 401(k) plans are similar in size to The Capital Group Master Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vertical Solutions 401(k) Profit Sharing Plan in MA ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to The Capital Group Master Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464091337.

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.