401(k) · DOL Form 5500 · 2024

Advanced Technology & Research Corp. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
117
Participants Small participant base
76th
Percentile by assets National rank
$231,169
Avg per participant Above avg balance/head
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Official DOL plan name: Advanced Technology & Research Corp. 401(k) Retirement Plan · Sponsored by Advanced Technology & Research Corp. · Maryland · Professional & Technical Services

$27M in assets, 117 participants

Advanced Technology & Research Corp.'s Advanced Technology & Research Corp. 401(k) Retirement Plan reported $27M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,257 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Advanced Technology & Research Corp. 401(k) Retirement Plan covers 117 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $27M.

#15,257
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Advanced Technology & Research Corp. 401(k) Retirement Plan's outsized position by total assets

Advanced Technology & Research Corp. 401(k) Retirement Plan vs every filed plan by assets

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

$27,046,729 Top 24% higher than 76% 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

Advanced Technology & Research Corp. 401(k) 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. Advanced Technology & Research Corp. 401(k) Retirement Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advanced Technology & Research Corp. 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Advanced Technology & Research Corp. 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Advanced Technology & Research Corp. 401(k) Retirement Plan reported participants rose from 101 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520977059 · Advanced Technology & Research Corp. PY 2024 · 401(k)

Advanced Technology & Research Corp. 401(k) Retirement Plan · $27M · 117 · 76th

  • PART $27M
  • TYPE 117
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Logicsource Inc 401(k) Psp & Trust
  • BOY ind #15257

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 Maryland →

Advanced Technology & Research Corp. 401(k) Retirement Plan in the asset neighbourhood

Advanced Technology & Research Corp. 401(k) Retirement PlanAdvanced Technology & Resear…$27MLogicsource Inc 401(k) Psp & TrustLogicsource Inc 401(k) Psp &…$27MFirst Rf Corporation 401(k) PlanFirst Rf Corporation 401(k) …$27MRainbow Grocery Cooperative, Inc. Retirement PlanRainbow Grocery Cooperative,…$27MH & K Retirement Savings Plan$27M
End-of-year total assets ($M) among Advanced Technology & Research Corp. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN520977059
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Technology & Research Corp.)

Sponsor-wide plan assets over time

All Advanced Technology & Research Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.52996286491162% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $27.1M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 102 $20M
2023 1 101 $23M
2024 1 117 $27M

Nearby 401(k) Plans in Maryland

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

Advanced Technology & Research Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advanced Technology & Research Corp. 401(k) Retirement Plan, Total assets ($B): 0.027046729 · Participants: 117Advanced Technology & Research Corp. 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Advanced Technology & Research Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Advanced Technology & Research Corp. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Logicsource Inc 401(k) Psp & Trust in CT ($27M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Advanced Technology & Research Corp. 401(k) Retirement Plan assets move in 2024?
Advanced Technology & Research Corp. 401(k) Retirement Plan grew sharply - up 17.7% during 2024, from $23M to $27M. Reported net income was $4M.
How have Advanced Technology & Research Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Advanced Technology & Research Corp.'s sponsor-wide assets grew 36.5%, from $20M to $27M.
Where does Advanced Technology & Research Corp. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Advanced Technology & Research Corp. 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advanced Technology & Research Corp. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Logicsource Inc 401(k) Psp & Trust in CT ($27M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Technology & Research Corp. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 participants, N/A in assets).