401(k) · DOL Form 5500 · 2022

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
27
Participants Small participant base
55th
Percentile by assets National rank
$229,775
Avg per participant Above avg balance/head
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Official DOL plan name: Assetmark Pooled Employer Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$6M in assets, 27 participants

Advisortrust, Inc.'s Assetmark Pooled Employer Plan reported $6M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,586 in Finance & Insurance (9,261 peers)

Advisortrust, Inc. multi-year trail

Advisortrust, Inc.'s plans moved +508.5% in assets from 2022 to 2024; this filing shows Assetmark Pooled Employer Plan at $6M / 27 participants.

#3,586
in Finance & Insurance (9,261 peers)
$2M
reported net income

Assetmark Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Assetmark Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,203,928 Top 45% higher than 55% of 139,123 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 2022

Assetmark Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assetmark Pooled Employer Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 464091337 · Advisortrust, Inc. PY 2022 · 401(k)

Assetmark Pooled Employer Plan · $6M · 27 · 55th

  • SCH $6M
  • SCH 27
  • SCH 55th
  • SCH 401(k)
  • SCH near Carswell Group 401(k) Profit Sharing Plan
  • SCH ind #3586

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 →

Assetmark Pooled Employer Plan in the asset neighbourhood

Assetmark Pooled Employer PlanAssetmark Pooled Employer Pl…$6MCarswell Group 401(k) Profit Sharing PlanCarswell Group 401(k) Profit…$6MCorporate Press Group 401(k) PlanCorporate Press Group 401(k)…$6MS & G Discount Outlet Inc. 401(k) Savings PlanS & G Discount Outlet Inc. 4…$6MQualico Developments (U.S.), Inc. 401(k) PlanQualico Developments (U.S.),…$6M
End-of-year total assets ($M) among Assetmark Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN464091337
Plan Effective Date2021-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Assetmark Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Assetmark Pooled Employer Plan, Total assets ($M): 6.203928 · Participants: 27Assetmark Pooled Employer PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 615.260397 · Participants: 2873Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 212.264423 · Participants: 13988Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 189.289255 · Participants: 2033Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 183.910332 · Participants: 1883Premier 401(k) PlanPoet Biorefining 401(k) Plan, Total assets ($M): 171.826935 · Participants: 2022Poet Biorefining 401(k) Plan
Assetmark Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Assetmark Pooled Employer Plan side-by-side with 3 peers →

Assetmark Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Carswell Group 401(k) Profit Sharing Plan in MI ($6M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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 Assetmark Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carswell Group 401(k) Profit Sharing Plan in MI ($6M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Assetmark Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.