401(k) · DOL Form 5500 · 2024

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
123
Participants Small participant base
26th
Percentile by assets National rank
$11,618
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advantage 401(k) Program Pooled Employer Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$1M in assets, 123 participants

Advisortrust, Inc.'s Advantage 401(k) Program Pooled Employer Plan reported $1M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,352 in Finance & Insurance (8,549 peers)

Coverage in South Dakota

Advantage 401(k) Program Pooled Employer Plan covers 123 participants in South Dakota, about 36% of the average South Dakota filer (state average ~340 per filing). Assets: $1M.

#1,352
in Finance & Insurance (8,549 peers)
+76.1%
assets growth YoY

Advantage 401(k) Program Pooled Employer Plan among the smaller filed plans by assets

Advantage 401(k) Program Pooled Employer Plan vs every filed plan by assets

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

$1,429,069 26th percentile higher than 26% 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

Advantage 401(k) Program Pooled Employer Plan 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. Advantage 401(k) Program Pooled Employer Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advantage 401(k) Program Pooled Employer Plan end-of-year assets rose from $811K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Advantage 401(k) Program Pooled Employer Plan reported participants rose from 118 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Advantage 401(k) Program Pooled Employer Plan · $1M · 123 · 26th

  • EIN $1M
  • RANK 123
  • PHOTO 26th
  • IND 401(k)
  • EOY near ATI401KPLAN
  • 5500 ind #1352

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 →

Advantage 401(k) Program Pooled Employer Plan in the asset neighbourhood

Advantage 401(k) Program Pooled Employer PlanAdvantage 401(k) Program Poo…$1MATI401KPLAN$1MThe Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) PlanThe Olive, Sanchez & Associa…$1MWarren Energy LLC 401(k) Profit Sharing Plan & TrustWarren Energy LLC 401(k) Pro…$1MSawtooth Holdings, Inc. 401(k) PlanSawtooth Holdings, Inc. 401(…$1M
End-of-year total assets ($M) among Advantage 401(k) Program Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$811K
Net Assets (End of Year)$1M
Net Income$618K
Employer EIN464091337
Plan Effective Date2022-07-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisortrust, Inc.)

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

Nearby 401(k) Plans in South Dakota

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

Advantage 401(k) Program Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Advantage 401(k) Program Pooled Employer Plan, Total assets ($M): 1.429069 · Participants: 123Advantage 401(k) Program 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
Advantage 401(k) Program Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Advantage 401(k) Program Pooled Employer Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is ATI401KPLAN in FL ($1M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Advantage 401(k) Program Pooled Employer Plan assets move in 2024? ▼
Advantage 401(k) Program Pooled Employer Plan surged - up 76.1% during 2024, from $811K to $1M. Reported net income was $618K.
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 Advantage 401(k) Program Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is ATI401KPLAN in FL ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Advantage 401(k) Program Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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.