401(k) · DOL Form 5500 · 2024

Advanced Technology Holding, LLC 401(k) Plan

Data updated 2026-08-11

$325M
Total assets
460
Participants
96th
Percentile by assets
$707,423
Avg per participant
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Official DOL plan name: Ath Retirement Plan and Trust · Sponsored by Advanced Technology Holding, LLC · Virginia · Information & Media

$325M in assets, 460 participants

Advanced Technology Holding, LLC's Ath Retirement Plan and Trust reported $325M in total assets and 460 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 123,622 plans)
  • #2,645 in Information & Media (2,822 peers)

Where Ath Retirement Plan and Trust sits by assets

Ath Retirement Plan and Trust sits in the top 5% of all filed plans by assets, $325M for 460 participants (~$707,423/participant), up 6.9% in 2024.

$325M
total plan assets (2024 EOY)
460
covered participants
96th
percentile by assets (of 123,622 plans)
$707,423
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ath Retirement Plan and Trust reported net income fell from $42M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Ath Retirement Plan and Trust end-of-year assets rose from $305M in the plan year 2023 filing to $325M in the plan year 2024 filing.
  • Ath Retirement Plan and Trust reported participants fell from 469 in the plan year 2023 filing to 460 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ath Retirement Plan and Trust vs the 2024 asset distribution

By assets, Ath Retirement Plan and Trust outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$305M
Net Assets (End of Year)$325M
Net Income$21M
Employer EIN264662192
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Technology Holding, LLC)

$240M$260M$280M$300M$320M$340M 202220232024 $262M $325M ▲ +24.1%
Total plan assets by year, all Advanced Technology Holding, LLC plans on file
Year Plans Participants Total Assets
2022 1 466 $262M
2023 1 469 $305M
2024 1 460 $325M

Nearby 401(k) Plans in Virginia

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

Ath Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Ath Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ath Retirement Plan …Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Capital One Financia…Leidos, Inc. Retirem…
Ath Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ath Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Ath Retirement Plan and Trust assets move in 2024?
Ath Retirement Plan and Trust grew at a solid clip - up 6.9% during 2024, from $305M to $325M. Reported net income was $21M.
How have Advanced Technology Holding, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Advanced Technology Holding, LLC's sponsor-wide assets grew 24.1%, from $262M to $325M.
Where does Ath Retirement Plan and Trust rank by assets among Form 5500 filers?
Ath Retirement Plan and Trust ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ath Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Lucidhealth 401(k) Profit Sharing Plan in OH ($325M, 477 participants).

Scale reading

Ways to act on Ath Retirement Plan and Trust's numbers.