401(k) · DOL Form 5500 · 2024

Secretariat Advisors LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
293
Participants Below avg headcount
80th
Percentile by assets National rank
$124,658
Avg per participant Near avg balance/head
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Official DOL plan name: Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Secretariat Advisors LLC · Georgia · Professional & Technical Services

$37M in assets, 293 participants

Secretariat Advisors LLC's Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust reported $37M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,255 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust covers 293 participants in Georgia, about 27% of the average Georgia filer (state average ~1,096 per filing). Assets: $37M.

#16,255
in Professional & Technical Services (20,173 peers)
+82.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Secretariat 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

$36,524,853 Top 20% higher than 80% 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

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $20M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 185 in the plan year 2023 filing to 293 in the plan year 2024 filing.
  • Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 824596089 · Secretariat Advisors LLC PY 2024 · 401(k)

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust · $37M · 293 · 80th

  • ASSETS $37M
  • ASSETS 293
  • ASSETS 80th
  • ASSETS 401(k)
  • ASSETS near Norit Americas 401(k) Plan
  • ASSETS ind #16255

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 Professional & Technical Services retirement plans → · Plans in Georgia →

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

Lone Star National Bancshares-Texas, Inc Employee Stock Ownership PlanLone Star National Bancshare…$37MSecretariat Advisors LLC 401(k) Profit Sharing Plan & TrustSecretariat Advisors LLC 401…$37MNorit Americas 401(k) Plan$37MGelman, Rosenberg & Freedman, PC Profit Sharing Plan and TrustGelman, Rosenberg & Freedman…$37MFirst National Bankers Bankshares, Inc. 401(k) PlanFirst National Bankers Banks…$37M
End-of-year total assets ($M) among Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$37M
Net Income$10M
Employer EIN824596089
Plan Effective Date2010-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secretariat Advisors LLC)

Sponsor-wide plan assets over time

All Secretariat Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 82.54827015513442% vs 2023
2024 filing year
$15M$20M$25M$30M$35M$40M 20232024 $20M $36.5M ▲ +82.5%
Year Plans Participants Total Assets
2023 1 185 $20M
2024 1 293 $37M

Nearby 401(k) Plans in Georgia

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

Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.036524853 · Participants: 293Secretariat Advisors LLC 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Norit Americas 401(k) Plan in IL ($37M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust surged - up 82.5% during 2024, from $20M to $37M. Reported net income was $10M.
How have Secretariat Advisors LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Secretariat Advisors LLC's sponsor-wide assets grew 82.5%, from $20M to $37M.
Where does Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Norit Americas 401(k) Plan in IL ($37M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M 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 824596089.

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.