401(k) · DOL Form 5500 · 2023

Advantmed, LLC 401(k) Plan

Data updated 2026-08-25

$844K
Total assets Small plan by assets
188
Participants Below avg headcount
22nd
Percentile by assets National rank
$4,487
Avg per participant Low balance/head
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Official DOL plan name: Advantmed 401(k) and Profit Sharing Plan · Sponsored by Advantmed, LLC · California · Administrative & Support Services

$844K in assets, 188 participants

Advantmed, LLC's Advantmed 401(k) and Profit Sharing Plan reported $844K in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,965 in Administrative & Support Services (4,372 peers)

Coverage in California

Advantmed 401(k) and Profit Sharing Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $844K.

#1,965
in Administrative & Support Services (4,372 peers)
+39.2%
assets growth YoY

Advantmed 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Advantmed 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$843,537 22nd percentile higher than 22% of 127,068 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 2023

Advantmed 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantmed 401(k) and Profit Sharing Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantmed 401(k) and Profit Sharing Plan reported net income rose from -$354K in the plan year 2022 filing to $238K in the plan year 2023 filing.
  • Advantmed 401(k) and Profit Sharing Plan reported participants fell from 224 in the plan year 2022 filing to 188 in the plan year 2023 filing.
  • Advantmed 401(k) and Profit Sharing Plan end-of-year assets rose from $793K in the plan year 2022 filing to $844K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320453942 · Advantmed, LLC PY 2023 · 401(k)

Advantmed 401(k) and Profit Sharing Plan · $844K · 188 · 22nd

  • EOY $844K
  • 5500 188
  • ASSETS 22nd
  • PCT 401(k)
  • EIN near Antunez Enterprises 401(k) Profit Sharing Plan
  • RANK ind #1965

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 Administrative & Support Services retirement plans → · Plans in California →

Advantmed 401(k) and Profit Sharing Plan in the asset neighbourhood

Advantmed 401(k) and Profit Sharing PlanAdvantmed 401(k) and Profit …$844KAntunez Enterprises 401(k) Profit Sharing PlanAntunez Enterprises 401(k) P…$843KSommerfield Industries 401(k) PlanSommerfield Industries 401(k…$843KRlb Cpas, Inc. Profit Sharing and 401(k) PlanRlb Cpas, Inc. Profit Sharin…$843KAber Capital Group Inc. Retirement PlanAber Capital Group Inc. Reti…$843K
End-of-year total assets ($M) among Advantmed 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$606K
Net Assets (End of Year)$844K
Net Income$238K
Employer EIN320453942
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantmed, LLC)

Sponsor-wide plan assets over time

All Advantmed, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 112.267708171702% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.79M $1.68M ▲ +112.7%
Year Plans Participants Total Assets
2022 1 224 $793K
2023 1 188 $844K
2024 1 1,451 $2M

Nearby 401(k) Plans in California

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

Advantmed 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Advantmed 401(k) and Profit Sharing Plan, Total assets ($B): 0.000843537 · Participants: 188Advantmed 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Advantmed 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advantmed 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Advantmed 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Antunez Enterprises 401(k) Profit Sharing Plan in OH ($843K); by covered participants it is Deci 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantmed 401(k) and Profit Sharing Plan assets move in 2023? ▼
Advantmed 401(k) and Profit Sharing Plan surged - up 39.2% during 2023, from $606K to $844K. Reported net income was $238K.
How have Advantmed, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantmed, LLC's sponsor-wide assets grew 112.3%, from $793K to $2M.
Where does Advantmed 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Advantmed 401(k) and Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Advantmed 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Antunez Enterprises 401(k) Profit Sharing Plan in OH ($843K, 42 participants).
Which 401(k) plans cover a similar participant headcount to Advantmed 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deci 401(k) Plan in NC (188 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320453942.

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.