401(k) · DOL Form 5500 · 2024

ADVISOR360 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
494
Participants Below avg headcount
90th
Percentile by assets National rank
$195,448
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advisor360 401(k) P/S Plan · Sponsored by ADVISOR360 · Massachusetts · Information & Media

$97M in assets, 494 participants

ADVISOR360's Advisor360 401(k) P/S Plan reported $97M in total assets and 494 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,431 in Information & Media (2,822 peers)

Where Advisor360 401(k) P/S Plan sits by assets

Advisor360 401(k) P/S Plan sits in the top 10% of all filed plans by assets, $97M for 494 participants (~$195,448/participant), up 18.6% in 2024.

#2,431
in Information & Media (2,822 peers)
+18.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Advisor360 401(k) P/S Plan's outsized position by total assets

Advisor360 401(k) P/S Plan vs every filed plan by assets

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

$96,551,146 Top 10% higher than 90% 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

Advisor360 401(k) P/S 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. Advisor360 401(k) P/S Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advisor360 401(k) P/S Plan reported net income fell from $23M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Advisor360 401(k) P/S Plan end-of-year assets rose from $81M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Advisor360 401(k) P/S Plan reported participants rose from 454 in the plan year 2023 filing to 494 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 831740964 · ADVISOR360 PY 2024 · 401(k)

Advisor360 401(k) P/S Plan · $97M · 494 · 90th

  • EIN $97M
  • RANK 494
  • PHOTO 90th
  • IND 401(k)
  • EOY near Cpm Acquisition Corp. 401(k) Retirement Plan
  • 5500 ind #2431

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 Information & Media retirement plans → · Plans in Massachusetts →

Advisor360 401(k) P/S Plan in the asset neighbourhood

Cpm Acquisition Corp. 401(k) Retirement PlanCpm Acquisition Corp. 401(k)…$97MNorstella 401(k) Profit Sharing PlanNorstella 401(k) Profit Shar…$97MAch Food Companies, Inc. Thrift PlanAch Food Companies, Inc. Thr…$97MAdvisor360 401(k) P/S Plan$97MIsn Software Corporation 401(k) PlanIsn Software Corporation 401…$97M
End-of-year total assets ($M) among Advisor360 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$97M
Net Income$15M
Employer EIN831740964
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ADVISOR360)

Sponsor-wide plan assets over time

All ADVISOR360 plans reported in each filing year

Latest sponsor-wide plan assets
$97M 61.54417262959202% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.8M $96.6M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 372 $60M
2023 1 454 $81M
2024 1 494 $97M

Nearby 401(k) Plans in Massachusetts

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

Advisor360 401(k) P/S Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Advisor360 401(k) P/S Plan, Total assets ($B): 0.096551146 · Participants: 494Advisor360 401(k) P/S PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Advisor360 401(k) P/S Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Advisor360 401(k) P/S Plan side-by-side with 3 peers →

Advisor360 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cpm Acquisition Corp. 401(k) Retirement Plan in IA ($97M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Advisor360 401(k) P/S Plan assets move in 2024? ▼
Advisor360 401(k) P/S Plan grew sharply - up 18.6% during 2024, from $81M to $97M. Reported net income was $15M.
How have ADVISOR360 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ADVISOR360's sponsor-wide assets grew 61.5%, from $60M to $97M.
Where does Advisor360 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Advisor360 401(k) P/S Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Advisor360 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cpm Acquisition Corp. 401(k) Retirement Plan in IA ($97M, 804 participants).
Which 401(k) plans cover a similar participant headcount to Advisor360 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants, $40M 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 831740964.

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.