401(k) · DOL Form 5500 · 2024

ADVISOR360 401(k) Plan

Data updated 2026-08-11

$97M
Total assets
494
Participants
90th
Percentile by assets
$195,448
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$97M
total plan assets (2024 EOY)
494
covered participants
90th
percentile by assets (of 123,622 plans)
$195,448
avg assets per participant

Where Advisor360 401(k) P/S Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Information & Media

Advisor360 401(k) P/S Plan vs the 2024 asset distribution

By assets, Advisor360 401(k) P/S Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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)

$40M$60M$80M$100M$120M 202220232024 $59.8M $96.6M ▲ +61.5%
Total plan assets by year, all ADVISOR360 plans on file
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 ($B) Participants Advisor360 401(k) P/…, Total assets ($B): 0.096551146 · Participants: 494Advisor360 401(k) P/…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Advisor360 401(k) P/S Plan by total assets, not by location.

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).

Next read for Advisor360 401(k) P/S Plan

Scale reading

Ways to act on Advisor360 401(k) P/S Plan's numbers.

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.