401(k) · DOL Form 5500 · 2024
Advanced Technology Holding, LLC 401(k) Plan
Data updated 2026-08-25
- $325M
- Total assets Above avg plan size
- 460
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $707,423
- Avg per participant High balance/head
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.
- #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.
- #2,645
- in Information & Media (2,822 peers)
- +6.9%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Ath Retirement Plan and Trust's outsized position by total assets
Ath Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$325,414,677 Top 4% higher than 96% 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
Ath Retirement Plan and 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. Ath Retirement Plan and Trust sits mid-pack in the medium band (460 participants).
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.
Form 5500 schedule snapshot
Filing strip 264662192 · Advanced Technology Holding, LLC PY 2024 · 401(k)
Ath Retirement Plan and Trust · $325M · 460 · 96th
- EIN $325M
- EIN 460
- EIN 96th
- EIN 401(k)
- EIN near Lucidhealth 401(k) Profit Sharing Plan
- EIN ind #2645
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 Information & Media retirement plans → · Plans in Virginia →
Ath Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $305M |
|---|---|
| Net Assets (End of Year) | $325M |
| Net Income | $21M |
| Employer EIN | 264662192 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advanced Technology Holding, LLC)
Sponsor-wide plan assets over time
All Advanced Technology Holding, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $325M 24.098156940234116% vs 2022
- 2024 filing year
| 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.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Ath Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Lucidhealth 401(k) Profit Sharing Plan in OH ($325M); by covered participants it is Founders Brewing Company 401(k) Profit Sharing Plan in MI (460 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($325M here).
- Lucidhealth 401(k) Profit Sharing Plan (OH) $325M · 477
- National Healthcare Corporation 401(k) Plan (TN) $325M · 15,434
- Atro Companies Profit Sharing/401(k) Plan (NY) $325M · 1,896
- Volvo Cars Employees' Savings Trust Plan (NJ) $326M · 2,811
Similar participant headcount
Nearest other-state filings by covered participants (460 participants); asset peers above are excluded.
- Founders Brewing Company 401(k) Profit Sharing Plan (MI) 460 · 0 off
- Leedo 401(k) Plan (TX) 460 · 0 off
- Grain Craft 401(k) Plan (TN) 460 · 0 off
- Taylor Guitars Saving and Retirement Plan (CA) 460 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.