401(k) · DOL Form 5500 · 2024

Advion, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
46
Participants Small participant base
56th
Percentile by assets National rank
$218,305
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advion, Inc. 401(k) Plan · Sponsored by Advion, Inc. · New York · Professional & Technical Services

$10M in assets, 46 participants

Advion, Inc.'s Advion, Inc. 401(k) Plan reported $10M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,907 in Professional & Technical Services (20,173 peers)

2024 asset change

Advion, Inc. 401(k) Plan pulled back noticeably 12.2% in 2024 ($11M → $10M) for 46 participants.

#10,907
in Professional & Technical Services (20,173 peers)
-12.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advion, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Advion, Inc. 401(k) Plan vs every filed plan by assets

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

$10,042,039 Top 44% higher than 56% 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

Advion, Inc. 401(k) 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. Advion, Inc. 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advion, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Advion, Inc. 401(k) Plan reported participants fell from 54 in the plan year 2023 filing to 46 in the plan year 2024 filing.
  • Advion, Inc. 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202262079 · Advion, Inc. PY 2024 · 401(k)

Advion, Inc. 401(k) Plan · $10M · 46 · 56th

  • BOOK $10M
  • BOOK 46
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near 4-Horn Management 401(k) Plan
  • BOOK ind #10907

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 Professional & Technical Services retirement plans → · Plans in New York →

Advion, Inc. 401(k) Plan in the asset neighbourhood

Advion, Inc. 401(k) Plan$10M4-Horn Management 401(k) Plan$10MOlink Proteomics Inc 401(k) Profit Sharing Plan & TrustOlink Proteomics Inc 401(k) …$10MMolo Petroleum LLC 401(k) Profit Sharing PlanMolo Petroleum LLC 401(k) Pr…$10MValiant Artificial Lift Solutions 401(k) PlanValiant Artificial Lift Solu…$10M
End-of-year total assets ($M) among Advion, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Advion, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Advion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.9050215357375704% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.66M $10M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 49 $10M
2023 1 54 $11M
2024 1 46 $10M

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN202262079
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Advion, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Advion, Inc. 401(k) Plan, Total assets ($B): 0.010042039 · Participants: 46Advion, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Advion, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Advion, Inc. 401(k) Plan side-by-side with 3 peers →

Advion, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 4-Horn Management 401(k) Plan in TX ($10M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Advion, Inc. 401(k) Plan assets move in 2024? ▼
Advion, Inc. 401(k) Plan pulled back noticeably - down 12.2% during 2024, from $11M to $10M. Reported net income was -$1M.
How have Advion, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advion, Inc.'s sponsor-wide assets grew 3.9%, from $10M to $10M.
Which 401(k) plans are similar in size to Advion, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 4-Horn Management 401(k) Plan in TX ($10M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Advion, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $6M 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 202262079.

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.