401(k) · DOL Form 5500 · 2024

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
124
Participants Small participant base
43rd
Percentile by assets National rank
$43,705
Avg per participant Low balance/head
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Official DOL plan name: The Capital Group Master Retirement Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$5M in assets, 124 participants

Advisortrust, Inc.'s The Capital Group Master Retirement Plan reported $5M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,514 in Finance & Insurance (8,549 peers)

Coverage in South Dakota

The Capital Group Master Retirement Plan covers 124 participants in South Dakota, about 37% of the average South Dakota filer (state average ~340 per filing). Assets: $5M.

#2,514
in Finance & Insurance (8,549 peers)
+105.3%
assets growth YoY

The Capital Group Master Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Capital Group Master Retirement Plan vs every filed plan by assets

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

$5,419,405 43rd percentile higher than 43% 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

The Capital Group Master Retirement 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. The Capital Group Master Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Capital Group Master Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Capital Group Master Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Capital Group Master Retirement Plan reported participants rose from 90 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464091337 · Advisortrust, Inc. PY 2024 · 401(k)

The Capital Group Master Retirement Plan · $5M · 124 · 43rd

  • IND $5M
  • EOY 124
  • 5500 43rd
  • ASSETS 401(k)
  • PCT near Tootsie Roll Industries, LLC 401(k) Plan
  • EIN ind #2514

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 South Dakota →

The Capital Group Master Retirement Plan in the asset neighbourhood

The Capital Group Master Retirement PlanThe Capital Group Master Ret…$5MTootsie Roll Industries, LLC 401(k) PlanTootsie Roll Industries, LLC…$5MProfile Holding, Inc. 401(k) PlanProfile Holding, Inc. 401(k)…$5MAkron Zoological Park 401(k) PlanAkron Zoological Park 401(k)…$5MUnited Soccer Leagues LLC 401(k) PlanUnited Soccer Leagues LLC 40…$5M
End-of-year total assets ($M) among The Capital Group Master Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN464091337
Plan Effective Date2021-06-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisortrust, Inc.)

Sponsor-wide plan assets over time

All Advisortrust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 508.5281362870342% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $40.7M $248M ▲ +508.5%
Year Plans Participants Total Assets
2022 7 1,804 $41M
2023 7 4,006 $115M
2024 7 4,982 $248M

Nearby 401(k) Plans in South Dakota

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

The Capital Group Master Retirement Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants The Capital Group Master Retirement Plan, Total assets ($M): 5.419405 · Participants: 124The Capital Group Master Retirement PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
The Capital Group Master Retirement Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare The Capital Group Master Retirement Plan side-by-side with 3 peers →

The Capital Group Master Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Tootsie Roll Industries, LLC 401(k) Plan in IL ($5M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 The Capital Group Master Retirement Plan assets move in 2024? ▼
The Capital Group Master Retirement Plan surged - up 105.3% during 2024, from $3M to $5M. Reported net income was $3M.
How have Advisortrust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisortrust, Inc.'s sponsor-wide assets grew 508.5%, from $41M to $248M.
Which 401(k) plans are similar in size to The Capital Group Master Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tootsie Roll Industries, LLC 401(k) Plan in IL ($5M, 420 participants).
Which 401(k) plans cover a similar participant headcount to The Capital Group Master Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 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 464091337.

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.