401(k) · DOL Form 5500 · 2024

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
385
Participants Below avg headcount
69th
Percentile by assets National rank
$49,197
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Simplified · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$19M in assets, 385 participants

Advisortrust, Inc.'s 401(k) Simplified reported $19M in total assets and 385 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,608 in Finance & Insurance (8,549 peers)

Advisortrust, Inc. multi-year trail

Advisortrust, Inc.'s plans moved +508.5% in assets from 2022 to 2024; this filing shows 401(k) Simplified at $19M / 385 participants.

#4,608
in Finance & Insurance (8,549 peers)
$2M
reported net income

401(k) Simplified's outsized position by total assets

401(k) Simplified vs every filed plan by assets

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

$18,940,844 Top 31% higher than 69% 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

401(k) Simplified 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. 401(k) Simplified sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Simplified reported participants rose from N/A in the plan year 2023 filing to 385 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)

401(k) Simplified · $19M · 385 · 69th

  • TYPE $19M
  • TYPE 385
  • TYPE 69th
  • TYPE 401(k)
  • TYPE near Leader Dogs Employees 401(k) Profit Sharing Plan
  • TYPE ind #4608

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 →

401(k) Simplified in the asset neighbourhood

401(k) Simplified$19MLeader Dogs Employees 401(k) Profit Sharing PlanLeader Dogs Employees 401(k)…$19MQuality Supply Chain Co-Op, Inc. 401(k) Retirement PlanQuality Supply Chain Co-Op, …$19MRib USA 401(k) Plan$19MChristy Sports LLC 401(k) Profit Sharing PlanChristy Sports LLC 401(k) Pr…$19M
End-of-year total assets ($M) among 401(k) Simplified and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Advisortrust, Inc. multi-year asset trail

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

Advisortrust, Inc. filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN464091337
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

401(k) Simplified vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants 401(k) Simplified, Total assets ($M): 18.940844 · Participants: 385401(k) SimplifiedBlack 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
401(k) Simplified vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare 401(k) Simplified side-by-side with 3 peers →

401(k) Simplified's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Leader Dogs Employees 401(k) Profit Sharing Plan in MI ($19M); by covered participants it is Harmac Medical Products, Inc. Retirement Savings Plan in NY (385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (385 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 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 401(k) Simplified? ▼
Among 401(k) plans in other states, the closest by assets is Leader Dogs Employees 401(k) Profit Sharing Plan in MI ($19M, 181 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Simplified? ▼
Among 401(k) plans in other states, the closest by covered participants is Harmac Medical Products, Inc. Retirement Savings Plan in NY (385 participants, $24M 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.