401(k) · DOL Form 5500 · 2024

Appomattox Advisory, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
28th
Percentile by assets National rank
$361,227
Avg per participant High balance/head
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Official DOL plan name: Appomattox Advisory 401(k) Plan · Sponsored by Appomattox Advisory, Inc. · New York · Finance & Insurance

$2M in assets, 5 participants

Appomattox Advisory, Inc.'s Appomattox Advisory 401(k) Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,504 in Finance & Insurance (8,549 peers)

Appomattox Advisory, Inc. multi-year trail

Appomattox Advisory, Inc.'s plans moved -20.0% in assets from 2022 to 2024; this filing shows Appomattox Advisory 401(k) Plan at $2M / 5 participants.

#1,504
in Finance & Insurance (8,549 peers)
-25.3%
assets change YoY

The plan reported a net loss of $611K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Appomattox Advisory 401(k) Plan among the smaller filed plans by assets

Appomattox Advisory 401(k) Plan vs every filed plan by assets

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

$1,806,134 28th percentile higher than 28% 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

Appomattox Advisory 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appomattox Advisory 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appomattox Advisory 401(k) Plan reported net income fell from $158K in the plan year 2023 filing to -$611K in the plan year 2024 filing.
  • Appomattox Advisory 401(k) Plan reported participants fell from 9 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Appomattox Advisory 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 830457087 · Appomattox Advisory, Inc. PY 2024 · 401(k)

Appomattox Advisory 401(k) Plan · $2M · 5 · 28th

  • 5500 $2M
  • 5500 5
  • 5500 28th
  • 5500 401(k)
  • 5500 near Chicago Heights Hourly Employees Retirement Savings Plan
  • 5500 ind #1504

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 New York →

Appomattox Advisory 401(k) Plan in the asset neighbourhood

Appomattox Advisory 401(k) PlanAppomattox Advisory 401(k) P…$2MChicago Heights Hourly Employees Retirement Savings PlanChicago Heights Hourly Emplo…$2MMotivating Graphics Inc.Retirement Plan and TrustMotivating Graphics Inc.Reti…$2MPro-Tech Machine, Inc. 401(k) PlanPro-Tech Machine, Inc. 401(k…$2MAfml, Inc. 401(k) Profit Sharing PlanAfml, Inc. 401(k) Profit Sha…$2M
End-of-year total assets ($M) among Appomattox Advisory 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Appomattox Advisory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Appomattox Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.029559415931445% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.26M $1.81M ▼ -19.9%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 9 $2M
2024 1 5 $2M

Appomattox Advisory, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$611K
Employer EIN830457087
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Appomattox Advisory 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Appomattox Advisory 401(k) Plan, Total assets ($B): 0.001806134 · Participants: 5Appomattox Advisory 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
Appomattox Advisory 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Appomattox Advisory 401(k) Plan side-by-side with 3 peers →

Appomattox Advisory 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Chicago Heights Hourly Employees Retirement Savings Plan in MO ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Appomattox Advisory 401(k) Plan assets move in 2024? ▼
Appomattox Advisory 401(k) Plan declined sharply - down 25.3% during 2024, from $2M to $2M. Reported net income was -$611K.
How have Appomattox Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appomattox Advisory, Inc.'s sponsor-wide assets declined 20.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Appomattox Advisory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Heights Hourly Employees Retirement Savings Plan in MO ($2M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Appomattox Advisory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 830457087.

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.