401(k) · DOL Form 5500 · 2024

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
3,289
Participants Above avg headcount
93rd
Percentile by assets National rank
$48,385
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Simplified Flexible · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$159M in assets, 3,289 participants

Advisortrust, Inc.'s 401(k) Simplified Flexible reported $159M in total assets and 3,289 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,628 in Finance & Insurance (8,549 peers)

Coverage in South Dakota

401(k) Simplified Flexible covers 3,289 participants in South Dakota, 9.7x the typical South Dakota plan (state average ~340 per filing). Assets: $159M.

#7,628
in Finance & Insurance (8,549 peers)
+110.7%
assets growth YoY
1.6×
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 2024 · DOL Form 5500

$159,137,036 Top 7% higher than 93% 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

401(k) Simplified Flexible'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. 401(k) Simplified Flexible lands in the large band (3,289 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Simplified Flexible end-of-year assets rose from $76M in the plan year 2023 filing to $159M in the plan year 2024 filing.
  • 401(k) Simplified Flexible reported net income rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • 401(k) Simplified Flexible reported participants rose from 3,026 in the plan year 2023 filing to 3,289 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

401(k) Simplified Flexible · $159M · 3,289 · 93rd

  • PART $159M
  • TYPE 3,289
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near Metal Companies 401(k) Plan
  • BOY ind #7628

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

Metal Companies 401(k) Plan$159M401(k) Simplified Flexible$159MGeorg Fischer Savings Tax-Advantaged Retirement PlanGeorg Fischer Savings Tax-Ad…$159MBoone Health 401(k)$159MTribal Casino Gaming Enterprise 401(k) Savings PlanTribal Casino Gaming Enterpr…$159M
End-of-year total assets ($M) among 401(k) Simplified Flexible and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$159M
Net Income$20M
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 02004006008001000 Total assets ($M) Participants 401(k) Simplified Flexible, Total assets ($M): 159.137036 · Participants: 3289401(k) Simplified FlexibleBlack 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
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 Metal Companies 401(k) Plan in IL ($159M); by covered participants it is Honor Technology, Inc. 401(k) Plan in CA (3,290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,289 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 401(k) Simplified Flexible assets move in 2024? ▼
401(k) Simplified Flexible surged - up 110.7% during 2024, from $76M to $159M. Reported net income was $20M.
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 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% 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 Metal Companies 401(k) Plan in IL ($159M, 1,200 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 Honor Technology, Inc. 401(k) Plan in CA (3,290 participants, $38M 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.