401(k) · DOL Form 5500 · 2023

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
3,026
Participants Above avg headcount
89th
Percentile by assets National rank
$24,964
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Simplified Flexible · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$76M in assets, 3,026 participants

Advisortrust, Inc.'s 401(k) Simplified Flexible reported $76M in total assets and 3,026 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,391 in Finance & Insurance (8,869 peers)

Coverage in South Dakota

401(k) Simplified Flexible covers 3,026 participants in South Dakota, 8.9x the typical South Dakota plan (state average ~340 per filing). Assets: $76M.

#7,391
in Finance & Insurance (8,869 peers)
+125.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

401(k) Simplified Flexible vs every filed plan by assets

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

$75,541,450 Top 11% higher than 89% 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

401(k) Simplified Flexible's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Simplified Flexible lands in the large band (3,026 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Simplified Flexible reported net income rose from $514K in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • 401(k) Simplified Flexible end-of-year assets rose from $34M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • 401(k) Simplified Flexible reported participants rose from 1,633 in the plan year 2022 filing to 3,026 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

401(k) Simplified Flexible · $76M · 3,026 · 89th

  • ASSETS $76M
  • PCT 3,026
  • EIN 89th
  • RANK 401(k)
  • PHOTO near U.S. Physical Therapy, Inc. 401(k) Platinum Plan
  • IND ind #7391

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 Flexible in the asset neighbourhood

Van Eck Associates Employees Profit Sharing Plan and TrustVan Eck Associates Employees…$76M401(k) Simplified Flexible$76MU.S. Physical Therapy, Inc. 401(k) Platinum PlanU.S. Physical Therapy, Inc. …$76MKaufman Rossin 401(k) Plan$76MDoctors for Emergency Services, P.a. Profit Sharing 401(k) Plan and TrustDoctors for Emergency Servic…$76M
End-of-year total assets ($M) among 401(k) Simplified Flexible and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$76M
Net Income$18M
Employer EIN464091337
Plan Effective Date2021-04-14
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.

401(k) Simplified Flexible vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants 401(k) Simplified Flexible, Total assets ($M): 75.54145 · Participants: 3026401(k) Simplified FlexibleBlack 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
401(k) Simplified Flexible vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare 401(k) Simplified Flexible side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is U.S. Physical Therapy, Inc. 401(k) Platinum Plan in TX ($76M); by covered participants it is Dst Systems, Inc. 401(k) Profit Sharing Plan in CT (3,027 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,026 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 401(k) Simplified Flexible assets move in 2023? ▼
401(k) Simplified Flexible surged - up 125.4% during 2023, from $34M to $76M. Reported net income was $18M.
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.
Where does 401(k) Simplified Flexible rank by assets among Form 5500 filers? ▼
401(k) Simplified Flexible ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Simplified Flexible? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Physical Therapy, Inc. 401(k) Platinum Plan in TX ($76M, 2,182 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Simplified Flexible? ▼
Among 401(k) plans in other states, the closest by covered participants is Dst Systems, Inc. 401(k) Profit Sharing Plan in CT (3,027 participants, $1.0B 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.