401(k) · DOL Form 5500 · 2023

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
618
Participants Below avg headcount
64th
Percentile by assets National rank
$20,741
Avg per participant Low balance/head
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Official DOL plan name: Assetmark Pooled Employer Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$13M in assets, 618 participants

Advisortrust, Inc.'s Assetmark Pooled Employer Plan reported $13M in total assets and 618 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,342 in Finance & Insurance (8,869 peers)

Advisortrust, Inc. multi-year trail

Advisortrust, Inc.'s plans moved +508.5% in assets from 2022 to 2024; this filing shows Assetmark Pooled Employer Plan at $13M / 618 participants.

#4,342
in Finance & Insurance (8,869 peers)
+106.6%
assets growth YoY

Assetmark Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Assetmark Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,817,946 Top 36% higher than 64% of 127,068 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 2023

Assetmark Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assetmark Pooled Employer Plan sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assetmark Pooled Employer Plan reported participants rose from 27 in the plan year 2022 filing to 618 in the plan year 2023 filing.
  • Assetmark Pooled Employer Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Assetmark Pooled Employer Plan end-of-year assets rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 464091337 · Advisortrust, Inc. PY 2023 · 401(k)

Assetmark Pooled Employer Plan · $13M · 618 · 64th

  • RANK $13M
  • PHOTO 618
  • IND 64th
  • EOY 401(k)
  • 5500 near Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #4342

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 →

Assetmark Pooled Employer Plan in the asset neighbourhood

Assetmark Pooled Employer PlanAssetmark Pooled Employer Pl…$13MSuncoast Beverage Sales 401(k) Profit Sharing Plan & TrustSuncoast Beverage Sales 401(…$13MCart.Com Retirement Plan$13MNu North America, Inc. 401(k) PlanNu North America, Inc. 401(k…$13MSup 401(k) Plan$13M
End-of-year total assets ($M) among Assetmark Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$13M
Net Income$5M
Employer EIN464091337
Plan Effective Date2021-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Assetmark Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 -2000200400600800 Total assets ($M) Participants Assetmark Pooled Employer Plan, Total assets ($M): 12.817946 · Participants: 618Assetmark Pooled Employer PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Assetmark Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Assetmark Pooled Employer Plan side-by-side with 3 peers →

Assetmark Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust in FL ($13M); by covered participants it is The Russian School of Mathematics 401(k) Plan in MA (618 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (618 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Assetmark Pooled Employer Plan assets move in 2023? ▼
Assetmark Pooled Employer Plan surged - up 106.6% during 2023, from $6M to $13M. Reported net income was $5M.
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 Assetmark Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust in FL ($13M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Assetmark Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Russian School of Mathematics 401(k) Plan in MA (618 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.