401(k) · DOL Form 5500 · 2022
Advantage Sales & Marketing, LLC 401(k) Plan
Data updated 2026-08-11
- $690M
- Total assets
- 34,467
- Participants
- 98th
- Percentile by assets
- $20,025
- Avg per participant
Official DOL plan name: Advantage 401(k) Savings Plan · Sponsored by Advantage Sales & Marketing, LLC · California · Professional & Technical Services
$690M in assets, 34,467 participants
Advantage Sales & Marketing, LLC's Advantage 401(k) Savings Plan reported $690M in total assets and 34,467 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #21,339 in Professional & Technical Services (21,562 peers)
Coverage in California
Advantage 401(k) Savings Plan covers 34,467 participants in California, 55x the typical California plan (state average ~630 per filing). Assets: $690M.
- $690M
- total plan assets (2022 EOY)
- 34,467
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $20,025
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Advantage 401(k) Savings Plan reports 34,467 participants - 55x that state average ($690M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $827M |
|---|---|
| Net Assets (End of Year) | $690M |
| Net Income | -$137M |
| Employer EIN | 330777131 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING 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.
Advantage 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Advantage 401(k) Savings Plan
Advantage 401(k) Savings Plan reports $690M in end-of-year assets across 34,467 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.037% of 93,925,755 covered participants) - about $20,025 per participant (14% of the national average assets-per-participant) . Net income for plan year 2022 was -$137M.
This plan identity (EIN 330777131, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $690M to $765M (+10.8%) while covered participants moved from 34,467 to 38,300 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 34,467 | $690M | This page |
| 2023 | 33,698 | $781M | Open filing |
| 2024 · index core | 38,300 | $765M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Advantage 401(k) Savings Plan (401(k), $765M, 38,300 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Advantage 401(k) Savings Plan by total assets, not by location.
- Nvr, Inc. Profit Sharing Plan (VA) $690M · 6,910
- Ptc 401(k) Savings Plan (MA) $689M · 2,379
- Lanxess Corporation Defined Contribution Plan (PA) $691M · 1,836
- Alaska Airlines, Inc. Cops, Mrp & Dispatch 401(k) Plan (WA) $689M · 6,637
Frequently Asked Questions
How did Advantage 401(k) Savings Plan assets move in 2022? ▼
How have Advantage Sales & Marketing, LLC plan assets changed over time? ▼
Where does Advantage 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Advantage 401(k) Savings Plan? ▼
Next read for Advantage 401(k) Savings Plan
Filing takeaways
Ways to act on Advantage 401(k) Savings Plan's numbers.
- By total assets, Advantage 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Advantage Sales & Marketing, LLC's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans