Advocates 401(k) and retirement plans

Advocates, Inc., Framingham, MA. EIN 23-7451423. Annual reports 2009–2024. Also filed as Advocates, Inc.

Advocates, Inc. has 2 active retirement plans on file. The largest is the Advocates, Inc. 401(k) Plan, with 2,715 participants and $51.1 million in assets in 2024. Empower has been its recordkeeper since 2023. No traditional pension plan appears in Advocates's filings since 2009.

Active plans: 2
Participants: 5,430
Plan assets: $53.3 million
401(k) recordkeeper: Empower
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Advocates, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 23-7451423
Participants (2024): 2,715
Net assets (2024): $51.1 million
Recordkeeper: EmpowerEarlier: Employer Annuity Insurance (2022), Empower (2021), MassMutual (2012–2020), Empower (2009–2010)
Plan administrator: Advocates, Inc.
1881 Worcester Road
Framingham, MA 01701
(508) 628-6300As filed for 2024
In effect since: July 1, 1992

Earlier plan names: Advocates, Inc. 403(b) Plan; Advocates, Inc, 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,715	$51.1 million	Empower
2023	2,074	$44.0 million	Empower
2022	1,906	$36.2 million	Employer Annuity Insurance
2021	1,775	$29.8 million	Empower
2020	1,995	$2.2 million	MassMutual
2019	2,017	$24.1 million	MassMutual
2018	1,865	$21.7 million	MassMutual
2017	1,725	$20.3 million	MassMutual
2016	1,665	$16.9 million	MassMutual
2015	1,591	$13.4 million	MassMutual
2014	1,465	$13.6 million	MassMutual
2013	1,314	$12.6 million	MassMutual
2012	1,243	$10.0 million	MassMutual
2010	1,084	$7.5 million	Empower
2009	1,186	$5.8 million	Empower

Advocates, Inc. 403(b) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 23-7451423
Participants (2024): 2,715
Net assets (2024): $2.3 million
Recordkeeper: EmpowerEarlier: MassMutual (2010–2020)
Plan administrator: Advocates, Inc.
1881 Worcester Road
Framingham, MA 01701
(508) 628-6410As filed for 2024
In effect since: February 1, 2004

Earlier plan names: Advocates, Inc. 403B Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,715	$2.3 million	Empower
2022	7	$2.2 million	Empower
2021	7	$1.9 million	Empower
2020	1,995	$2.2 million	MassMutual
2019	1,927	$1.7 million	MassMutual
2018	1,344	$1.5 million	MassMutual
2017	1,603	$1.5 million	MassMutual
2016	1,604	$1.5 million	MassMutual
2015	1,544	$1.2 million	MassMutual
2014	1,421	$1.1 million	MassMutual
2013	1,227	$1.0 million	MassMutual
2012	1,107	$1.1 million	MassMutual
2011	1,101	$983,839	MassMutual
2010	1,055	$833,007	MassMutual
2009	1,061	$575,899	not listed

Advocates, Inc. 401(k) Plan

401(k)Stopped filing

No annual report since the 2011 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 411Employer EIN 23-7451423
Participants (2011): 1,131
Net assets (2011): $8.4 million
Recordkeeper: MassMutual2011
Plan administrator: Advocates, Inc.
One Clarks Hill, Suite 305
Framingham, MA 01702
(508) 628-6300As filed for 2011
In effect since: July 1, 1992

If you had money in one of these plans

Call Empower (empower.com), which runs the Advocates, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((508) 628-6300). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Advocates, Inc. 401(k) Plan

Advocates, Inc. 403(b) Plan

Advocates, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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