401(k) · DOL Form 5500 · 2024
Advanced Strategies, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Advanced Strategies 401(k) Plan · Sponsored by Advanced Strategies, Inc. · Louisiana · Professional & Technical Services
$3M in assets, 2 participants
Advanced Strategies, Inc.'s Advanced Strategies 401(k) Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,999 in Professional & Technical Services (20,173 peers)
Advanced Strategies, Inc. multi-year trail
Advanced Strategies, Inc.'s plans moved +100.9% in assets from 2022 to 2024; this filing shows Advanced Strategies 401(k) Plan at $3M / 2 participants.
- #5,999
- in Professional & Technical Services (20,173 peers)
- +73.2%
- assets growth YoY
Advanced Strategies 401(k) Plan among the smaller filed plans by assets
Advanced Strategies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,818,413 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Advanced Strategies 401(k) 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. Advanced Strategies 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advanced Strategies 401(k) Plan reported net income rose from $224K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Advanced Strategies 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 721347581 · Advanced Strategies, Inc. PY 2024 · 401(k)
Advanced Strategies 401(k) Plan · $3M · 2 · 33rd
- PCT $3M
- EIN 2
- RANK 33rd
- PHOTO 401(k)
- IND near Consolidated Shoe Company, Inc. Employee Stock Ownership and Savings Plan
- EOY ind #5999
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 Louisiana →
Advanced Strategies 401(k) Plan in the asset neighbourhood
Advanced Strategies, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Strategies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 100.8824560803298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Advanced Strategies, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 721347581 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Advanced Strategies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Consolidated Shoe Company, Inc. Employee Stock Ownership and Savings Plan in VA ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 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 (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.