401(k)
2022 plan-year 401(k) DOL Form 5500

Advantage 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advantage Sales & Marketing, LLC · California · Professional & Technical Services

What the 2023 filing shows

Advantage 401(k) Savings Plan holds $690M for 34,467 participants — about $20,025 per participant, down 16.6% over the 2022 plan year.

$690M
total plan assets (2022 EOY)
34,467
covered participants
$20,025
avg assets per participant
-16.6%
assets change YoY

The plan reported a net loss of $137M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$690M
Participants
34,467
State
Industry
Professional & Technical Services

What the Filing Says About Advantage 401(k) Savings Plan

Advantage 401(k) Savings Plan is a 401(k) retirement plan sponsored by Advantage Sales & Marketing, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $690M in total end-of-year assets and covers 34,467 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330777131, and the plan has been effective since 1989-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $827M at the beginning of 2022 to $690M at year-end — a decline of 16.6%. Net assets (after liabilities) closed the year at $690M, with reported net income of $-137,190,575 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$827M
Total Assets (End of Year)$690M
Net Assets (End of Year)$690M
Net Income$-137,190,575
Plan Type401(k)
Employer EIN330777131
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantage Sales & Marketing, LLC)

Year Plans Participants Total Assets
2022 1 34,467 $690M
2023 1 33,698 $781M
2024 1 38,300 $765M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Advantage 401(k) Savings Plan?
As of the 2022 Form 5500 filing, Advantage 401(k) Savings Plan holds $690M in total assets with 34,467 participants. It is sponsored by Advantage Sales & Marketing, LLC.
What type of plan is Advantage 401(k) Savings Plan?
Advantage 401(k) Savings Plan is a 401(k) plan. It has been effective since 1989-03-01. The plan is filed with the U.S. Department of Labor under EIN 330777131.
Who sponsors the Advantage 401(k) Savings Plan?
Advantage 401(k) Savings Plan is sponsored by Advantage Sales & Marketing, LLC, located in California. The sponsor's EIN is 330777131 and the plan operates in the Professional & Technical Services industry.
How did Advantage 401(k) Savings Plan perform in 2022?
Advantage 401(k) Savings Plan declined by 16.6% during 2022, moving from $827M to $690M in total assets. Net income was $-137,190,575.
Where can I find official filings for Advantage 401(k) Savings Plan?
Official Form 5500 filings for Advantage 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330777131 or plan name at efast.dol.gov.
How does Advantage 401(k) Savings Plan compare to other plans?
You can compare Advantage 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 330777131.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.