401(k) · DOL Form 5500 · 2024

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
79
Participants Small participant base
73rd
Percentile by assets National rank
$295,604
Avg per participant High balance/head
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Official DOL plan name: Independent Pooled Employer Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$23M in assets, 79 participants

Advisortrust, Inc.'s Independent Pooled Employer Plan reported $23M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,062 in Finance & Insurance (8,549 peers)

Advisortrust, Inc. multi-year trail

Advisortrust, Inc.'s plans moved +508.5% in assets from 2022 to 2024; this filing shows Independent Pooled Employer Plan at $23M / 79 participants.

#5,062
in Finance & Insurance (8,549 peers)
+139.2%
assets growth YoY

Independent Pooled Employer Plan's outsized position by total assets

Independent Pooled Employer Plan vs every filed plan by assets

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

$23,352,709 Top 27% higher than 73% 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

Independent Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Pooled Employer Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independent Pooled Employer Plan end-of-year assets rose from $10M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Independent Pooled Employer Plan reported net income rose from $627K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Independent Pooled Employer Plan reported participants rose from 71 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 464091337 · Advisortrust, Inc. PY 2024 · 401(k)

Independent Pooled Employer Plan · $23M · 79 · 73rd

  • BOOK $23M
  • BOOK 79
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Dival Safety Equipment, Inc. 401(k) Plan
  • BOOK ind #5062

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 Finance & Insurance retirement plans → · Plans in South Dakota →

Independent Pooled Employer Plan in the asset neighbourhood

Angelus Block Company, Inc. 401(k) PlanAngelus Block Company, Inc. …$23MIndependent Pooled Employer PlanIndependent Pooled Employer …$23MDival Safety Equipment, Inc. 401(k) PlanDival Safety Equipment, Inc.…$23MThe Wallick Companies 401(k) Retirement Savings PlanThe Wallick Companies 401(k)…$23MSanta Monica Seafood Company 401(k) PlanSanta Monica Seafood Company…$23M
End-of-year total assets ($M) among Independent Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Advisortrust, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advisortrust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 508.5281362870342% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $40.7M $248M ▲ +508.5%
Year Plans Participants Total Assets
2022 7 1,804 $41M
2023 7 4,006 $115M
2024 7 4,982 $248M

Advisortrust, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN464091337
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Independent Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Independent Pooled Employer Plan, Total assets ($M): 23.352709 · Participants: 79Independent Pooled Employer PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Independent Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Independent Pooled Employer Plan side-by-side with 3 peers →

Independent Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Dival Safety Equipment, Inc. 401(k) Plan in NY ($23M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Independent Pooled Employer Plan assets move in 2024? ▼
Independent Pooled Employer Plan surged - up 139.2% during 2024, from $10M to $23M. Reported net income was $1M.
How have Advisortrust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisortrust, Inc.'s sponsor-wide assets grew 508.5%, from $41M to $248M.
Which 401(k) plans are similar in size to Independent Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dival Safety Equipment, Inc. 401(k) Plan in NY ($23M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Independent Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 464091337.

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.