401(k) · DOL Form 5500 · 2024

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
856
Participants Near avg headcount
73rd
Percentile by assets National rank
$27,392
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

$23M in assets, 856 participants

Advisortrust, Inc.'s Assetmark Pooled Employer Plan reported $23M in total assets and 856 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.

  • #5,075 in Finance & Insurance (8,549 peers)

Coverage in South Dakota

Assetmark Pooled Employer Plan covers 856 participants in South Dakota, 2.5x the typical South Dakota plan (state average ~340 per filing). Assets: $23M.

#5,075
in Finance & Insurance (8,549 peers)
+82.9%
assets growth YoY

Assetmark Pooled Employer Plan's outsized position by total assets

Assetmark Pooled Employer Plan vs every filed plan by assets

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

$23,447,496 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

Assetmark Pooled Employer 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. Assetmark Pooled Employer Plan sits mid-pack in the medium band (856 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assetmark Pooled Employer Plan reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Assetmark Pooled Employer Plan end-of-year assets rose from $13M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Assetmark Pooled Employer Plan reported participants rose from 618 in the plan year 2023 filing to 856 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 464091337 · Advisortrust, Inc. PY 2024 · 401(k)

Assetmark Pooled Employer Plan · $23M · 856 · 73rd

  • TYPE $23M
  • TYPE 856
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Amc, LLC 401(k) Plan
  • TYPE ind #5075

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…$23MAmc, LLC 401(k) Plan$23MRoutesmart Employee Retirement PlanRoutesmart Employee Retireme…$23MIrdeto USA, Inc. Savings Plan$23MReich, Adell & Cvitan, a P.C. 401(k)Profit Sharing Plan and TrustReich, Adell & Cvitan, a P.C…$23M
End-of-year total assets ($M) among Assetmark Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$23M
Net Income$9M
Employer EIN464091337
Plan Effective Date2021-07-15
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.

Assetmark Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20002004006008001000 Total assets ($M) Participants Assetmark Pooled Employer Plan, Total assets ($M): 23.447496 · Participants: 856Assetmark Pooled Employer PlanBlack 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
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 Amc, LLC 401(k) Plan in UT ($23M); by covered participants it is Bay Family of Companies 401(k) Plan in WI (856 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (856 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 Assetmark Pooled Employer Plan assets move in 2024? ▼
Assetmark Pooled Employer Plan surged - up 82.9% during 2024, from $13M to $23M. Reported net income was $9M.
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 Amc, LLC 401(k) Plan in UT ($23M, 3,526 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 Bay Family of Companies 401(k) Plan in WI (856 participants, $80M 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.