Other · DOL Form 5500 · 2024
Advisewell, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $352,939
- Avg per participant High balance/head
Official DOL plan name: Advisewell, Inc. Retirement Savings Plan · Sponsored by Advisewell, Inc. · Louisiana · Professional & Technical Services
$5M in assets, 13 participants
Advisewell, Inc.'s Advisewell, Inc. Retirement Savings Plan reported $5M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,628 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Advisewell, Inc. Retirement Savings Plan holds $5M for 13 participants - about $352,939 per participant, in the lower half of filed plans by assets.
- #7,628
- in Professional & Technical Services (20,173 peers)
- +3.6%
- assets growth YoY
Advisewell, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Advisewell, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,588,212 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Advisewell, Inc. Retirement Savings 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. Advisewell, Inc. Retirement Savings Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advisewell, Inc. Retirement Savings Plan reported net income rose from $4K in the plan year 2023 filing to $161K in the plan year 2024 filing.
- Advisewell, Inc. Retirement Savings Plan reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.
- Advisewell, Inc. Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 721081340 · Advisewell, Inc. PY 2024 · Other
Advisewell, Inc. Retirement Savings Plan · $5M · 13 · 40th
- PHOTO $5M
- IND 13
- EOY 40th
- 5500 Other
- ASSETS near Colorado Health Network, Inc. 403(b) Plan
- PCT ind #7628
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 Louisiana →
Advisewell, Inc. Retirement Savings Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $161K |
| Employer EIN | 721081340 |
| Plan Effective Date | 2004-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advisewell, Inc.)
Sponsor-wide plan assets over time
All Advisewell, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 3.745284985621496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $4M |
| 2023 | 1 | 15 | $4M |
| 2024 | 1 | 13 | $5M |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $794M · 3,284
- Tulane University Tax Deferral 403(b) Retirement Plan $607M · 7,673
- Lhc Group 401(k) Plan $541M · 30,378
- Tulane University Staff 403(b) Retirement Plan $313M · 3,135
- Loyola University Retirement Plan $282M · 1,161
Advisewell, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Colorado Health Network, Inc. 403(b) Plan in CO ($5M); by covered participants it is Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan in DE (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Colorado Health Network, Inc. 403(b) Plan (CO) $5M · 158
- Oswego Industries, Inc. Retirement Plan (NY) $5M · 114
- Accord Corporation 403(b) Plan (NY) $5M · 104
- Jeremiah Program 403(b) Plan (MN) $5M · 152
Similar participant headcount
Nearest other-state filings by covered participants (13 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.