401(k) · DOL Form 5500 · 2024

Advisor Hr, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
725
Participants Near avg headcount
73rd
Percentile by assets National rank
$32,747
Avg per participant Low balance/head
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Official DOL plan name: Advisor Hr, Inc. Retirement Savings Plan · Sponsored by Advisor Hr, Inc. · North Carolina · Professional & Technical Services

$24M in assets, 725 participants

Advisor Hr, Inc.'s Advisor Hr, Inc. Retirement Savings Plan reported $24M in total assets and 725 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,739 in Professional & Technical Services (20,173 peers)

Advisor Hr, Inc. multi-year trail

Advisor Hr, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Advisor Hr, Inc. Retirement Savings Plan at $24M / 725 participants.

#14,739
in Professional & Technical Services (20,173 peers)
+4.8%
assets growth YoY

Advisor Hr, Inc. Retirement Savings Plan's outsized position by total assets

Advisor Hr, Inc. Retirement Savings Plan vs every filed plan by assets

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

$23,741,363 Top 27% higher than 73% 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

Advisor Hr, Inc. Retirement Savings 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. Advisor Hr, Inc. Retirement Savings Plan sits mid-pack in the medium band (725 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advisor Hr, Inc. Retirement Savings Plan reported participants fell from 1,362 in the plan year 2023 filing to 725 in the plan year 2024 filing.
  • Advisor Hr, Inc. Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Advisor Hr, Inc. Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472456660 · Advisor Hr, Inc. PY 2024 · 401(k)

Advisor Hr, Inc. Retirement Savings Plan · $24M · 725 · 73rd

  • TYPE $24M
  • TYPE 725
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Grand Piano & Furniture Co. , Inc. Retirement Savings and Profit Sharing Plan
  • TYPE ind #14739

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 North Carolina →

Advisor Hr, Inc. Retirement Savings Plan in the asset neighbourhood

Advisor Hr, Inc. Retirement Savings PlanAdvisor Hr, Inc. Retirement …$24MGrand Piano & Furniture Co. , Inc. Retirement Savings and Profit Sharing PlanGrand Piano & Furniture Co. …$24MBill Miller Bar-B-Q Enterprises, LLC 401(k) Profit Sharing PlanBill Miller Bar-B-Q Enterpri…$24MFintech 401(k) Savings Plan$24MRottinghaus Company 401(k) Savings PlanRottinghaus Company 401(k) S…$24M
End-of-year total assets ($M) among Advisor Hr, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Advisor Hr, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advisor Hr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 24.67633670277959% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19M $23.7M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 1,414 $19M
2023 1 1,362 $23M
2024 1 725 $24M

Advisor Hr, Inc. filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN472456660
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Advisor Hr, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Advisor Hr, Inc. Retirement Savings Plan, Total assets ($B): 0.023741363 · Participants: 725Advisor Hr, Inc. Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Advisor Hr, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Advisor Hr, Inc. Retirement Savings Plan side-by-side with 3 peers →

Advisor Hr, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Grand Piano & Furniture Co. , Inc. Retirement Savings and Profit Sharing Plan in VA ($24M); by covered participants it is Polynt Composites USA Inc. 401(k) Plan in IL (725 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (725 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 Advisor Hr, Inc. Retirement Savings Plan assets move in 2024? ▼
Advisor Hr, Inc. Retirement Savings Plan edged up modestly - up 4.8% during 2024, from $23M to $24M. Reported net income was $5M.
How have Advisor Hr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisor Hr, Inc.'s sponsor-wide assets grew 24.7%, from $19M to $24M.
Which 401(k) plans are similar in size to Advisor Hr, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Piano & Furniture Co. , Inc. Retirement Savings and Profit Sharing Plan in VA ($24M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Advisor Hr, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Polynt Composites USA Inc. 401(k) Plan in IL (725 participants, $169M 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 472456660.

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.