401(k) · DOL Form 5500 · 2023
American Marketing Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $290,513
- Avg per participant High balance/head
Official DOL plan name: The Pei 401(k) Savings Plan · Sponsored by American Marketing Systems, Inc. · Illinois · Retail Trade
$9M in assets, 31 participants
American Marketing Systems, Inc.'s The Pei 401(k) Savings Plan reported $9M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #5,633 in Retail Trade (8,414 peers)
American Marketing Systems, Inc. multi-year trail
American Marketing Systems, Inc.'s plans moved -50.0% in assets from 2022 to 2024; this filing shows The Pei 401(k) Savings Plan at $9M / 31 participants.
- #5,633
- in Retail Trade (8,414 peers)
- -23.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Pei 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers
The Pei 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,005,898 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Pei 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pei 401(k) Savings Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Pei 401(k) Savings Plan reported net income fell from -$2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- The Pei 401(k) Savings Plan end-of-year assets fell from $12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- The Pei 401(k) Savings Plan reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363248268 · American Marketing Systems, Inc. PY 2023 · 401(k)
The Pei 401(k) Savings Plan · $9M · 31 · 56th
- BOOK $9M
- VS-ST 31
- BOY 56th
- SCH 401(k)
- EBSA near Merryman-Farr, LLC 401(k) Profit Sharing Plan and Trust
- PART ind #5633
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 Retail Trade retirement plans → · Plans in Illinois →
The Pei 401(k) Savings Plan in the asset neighbourhood
American Marketing Systems, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All American Marketing Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 50.04553152963721% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $12M |
| 2023 | 1 | 31 | $9M |
| 2024 | 1 | 31 | $6M |
American Marketing Systems, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 363248268 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
The Pei 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Merryman-Farr, LLC 401(k) Profit Sharing Plan and Trust in TN ($9M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (31 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.