401(k) · DOL Form 5500 · 2024

Advocates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2,388
Participants Above avg headcount
31st
Percentile by assets National rank
$944
Avg per participant Low balance/head
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Official DOL plan name: Advocates, Inc. 403(b) Plan · Sponsored by Advocates, Inc. · Massachusetts · Healthcare & Social Assistance

$2M in assets, 2,388 participants

Advocates, Inc.'s Advocates, Inc. 403(b) Plan reported $2M in total assets and 2,388 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,959 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Advocates, Inc. 403(b) Plan covers 2,388 participants in Massachusetts, 3.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $2M.

#4,959
in Healthcare & Social Assistance (16,916 peers)
-12.5%
assets change YoY

The plan reported a net loss of $321K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advocates, Inc. 403(b) Plan among the smaller filed plans by assets

Advocates, Inc. 403(b) Plan vs every filed plan by assets

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

$2,253,565 31st percentile higher than 31% 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

Advocates, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocates, Inc. 403(b) Plan lands in the large band (2,388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Advocates, Inc. 403(b) Plan reported participants rose from 5 in the plan year 2022 filing to 2,388 in the plan year 2024 filing.
  • Advocates, Inc. 403(b) Plan reported net income fell from $270K in the plan year 2022 filing to -$321K in the plan year 2024 filing.
  • Advocates, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 237451423 · Advocates, Inc. PY 2024 · 401(k)

Advocates, Inc. 403(b) Plan · $2M · 2,388 · 31st

  • PCT $2M
  • PCT 2,388
  • PCT 31st
  • PCT 401(k)
  • PCT near Redline Automotive Merchandising LLC 401(k) Profit Sharing Plan and Trust
  • PCT ind #4959

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Advocates, Inc. 403(b) Plan in the asset neighbourhood

Advocates, Inc. 403(b) Plan$2MRedline Automotive Merchandising LLC 401(k) Profit Sharing Plan and TrustRedline Automotive Merchandi…$2MStord Fulfillment 401(k) Plan$2MH Smith Richardson Testamentary Trust 401(k) PlanH Smith Richardson Testament…$2MSci, Inc. 401(k) Profit Sharing PlanSci, Inc. 401(k) Profit Shar…$2M
End-of-year total assets ($M) among Advocates, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$321K
Employer EIN237451423
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advocates, Inc.)

Sponsor-wide plan assets over time

All Advocates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 38.84406411181056% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.4M $53.3M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 1,627 $38M
2023 1 1,707 $44M
2024 2 4,776 $53M

Nearby 401(k) Plans in Massachusetts

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

Advocates, Inc. 403(b) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Advocates, Inc. 403(b) Plan, Total assets ($B): 0.002253565 · Participants: 2388Advocates, Inc. 403(b) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Advocates, Inc. 403(b) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Advocates, Inc. 403(b) Plan side-by-side with 3 peers →

Advocates, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Redline Automotive Merchandising LLC 401(k) Profit Sharing Plan and Trust in NJ ($2M); by covered participants it is Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees) in CO (2,388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,388 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 Advocates, Inc. 403(b) Plan assets move in 2024? ▼
Advocates, Inc. 403(b) Plan pulled back noticeably - down 12.5% during 2024, from $3M to $2M. Reported net income was -$321K.
How have Advocates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advocates, Inc.'s sponsor-wide assets grew 38.8%, from $38M to $53M.
Which 401(k) plans are similar in size to Advocates, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redline Automotive Merchandising LLC 401(k) Profit Sharing Plan and Trust in NJ ($2M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Advocates, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees) in CO (2,388 participants, $295M 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 237451423.

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.