401(k) · DOL Form 5500 · 2024

Athena Global Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
77
Participants Small participant base
36th
Percentile by assets National rank
$45,697
Avg per participant Low balance/head
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Official DOL plan name: Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Athena Global Advisors, Inc. · Pennsylvania · Other Services

$4M in assets, 77 participants

Athena Global Advisors, Inc.'s Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,616 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust ranks #4,616 of 7,719 2024 filers by assets (570% of the sector average)-$4M for 77 participants.

#4,616
in Other Services (7,719 peers)
+53.1%
assets growth YoY

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,518,691 36th percentile higher than 36% 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

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $879K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 66 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 462226366 · Athena Global Advisors, Inc. PY 2024 · 401(k)

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 77 · 36th

  • BOY $4M
  • BOY 77
  • BOY 36th
  • BOY 401(k)
  • BOY near Capstone Research Corporation 401(k) Plan
  • BOY ind #4616

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 Other Services retirement plans → · Plans in Pennsylvania →

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and TrustAthena Global Advisors, Inc.…$4MCapstone Research Corporation 401(k) PlanCapstone Research Corporatio…$4MJay Williamson Do Retirement PlanJay Williamson Do Retirement…$4MTrico Construction Retirement PlanTrico Construction Retiremen…$4MSteel Plate, LLC Safe Harbor 401(k) PlanSteel Plate, LLC Safe Harbor…$4M
End-of-year total assets ($M) among Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN462226366
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athena Global Advisors, Inc.)

Sponsor-wide plan assets over time

All Athena Global Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 148.01014118577442% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.42M $3.52M ▲ +147.9%
Year Plans Participants Total Assets
2022 1 42 $1M
2023 1 66 $2M
2024 1 77 $4M

Nearby 401(k) Plans in Pennsylvania

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

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003518691 · Participants: 77Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Capstone Research Corporation 401(k) Plan in AL ($4M); by covered participants it is Maestro Health 401(k) Plan in IL (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust surged - up 53.1% during 2024, from $2M to $4M. Reported net income was $1M.
How have Athena Global Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athena Global Advisors, Inc.'s sponsor-wide assets grew 148.0%, from $1M to $4M.
Which 401(k) plans are similar in size to Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Capstone Research Corporation 401(k) Plan in AL ($4M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Maestro Health 401(k) Plan in IL (77 participants, N/A 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 462226366.

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.