401(k) · DOL Form 5500 · 2022
Advantage Sales & Marketing, LLC 401(k) Plan
Data updated 2026-08-25
- $690M
- Total assets Above avg plan size
- 34,467
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $20,025
- Avg per participant Low balance/head
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.
- #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.
- #21,339
- in Professional & Technical Services (21,562 peers)
- -16.6%
- assets change YoY
- 6.9×
- vs typical plan assets (national mean)
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.
Advantage 401(k) Savings Plan's outsized position by total assets
Advantage 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$690,193,506 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Advantage 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantage 401(k) Savings Plan is a mega filing (34,467 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 330777131 · Advantage Sales & Marketing, LLC PY 2022 · 401(k)
Advantage 401(k) Savings Plan · $690M · 34,467 · 98th
- SCH $690M
- EBSA 34,467
- PART 98th
- TYPE 401(k)
- NET near Nvr, Inc. Profit Sharing Plan
- BOOK ind #21339
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 Professional & Technical Services retirement plans → · Plans in California →
Advantage 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Advantage Sales & Marketing, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $765M 10.77381985683302% vs 2022
- 2024 filing year
| 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.
- 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)
Advantage 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nvr, Inc. Profit Sharing Plan in VA ($690M); by covered participants it is Global Medical Response, Inc. 401(k) Plan in CO (34,386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($690M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (34,467 participants); asset peers above are excluded.
- Global Medical Response, Inc. 401(k) Plan (CO) 34,386 · 81 off
- Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System (PA) 34,360 · 107 off
- Red Lobster 401(k) Plan (FL) 34,346 · 121 off
- Brinker International 401(k) Savings Plan (TX) 34,677 · 210 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.