401(k) · DOL Form 5500 · 2023

Advanced Asset Management Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$424,013
Avg per participant High balance/head
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Official DOL plan name: Advanced Asset Management Advisors, Inc. · Sponsored by Advanced Asset Management Advisors, Inc. · Ohio · Finance & Insurance

$3M in assets, 7 participants

Advanced Asset Management Advisors, Inc.'s Advanced Asset Management Advisors, Inc. reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,188 in Finance & Insurance (8,869 peers)

Advanced Asset Management Advisors, Inc. multi-year trail

Advanced Asset Management Advisors, Inc.'s plans moved +23.0% in assets from 2022 to 2024; this filing shows Advanced Asset Management Advisors, Inc. at $3M / 7 participants.

#2,188
in Finance & Insurance (8,869 peers)
+8.4%
assets growth YoY

Advanced Asset Management Advisors, Inc.'s mid-pack asset rank among Finance & Insurance and all filers

Advanced Asset Management Advisors, Inc. vs every filed plan by assets

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

$2,968,092 36th percentile higher than 36% 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

Advanced Asset Management Advisors, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Asset Management Advisors, Inc. is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Asset Management Advisors, Inc. reported net income rose from $65K in the plan year 2022 filing to $231K in the plan year 2023 filing.
  • Advanced Asset Management Advisors, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311626750 · Advanced Asset Management Advisors, Inc. PY 2023 · 401(k)

Advanced Asset Management Advisors, Inc. · $3M · 7 · 36th

  • VS-ST $3M
  • VS-ST 7
  • VS-ST 36th
  • VS-ST 401(k)
  • VS-ST near Tjm Sales & Marketing Inc 401(k) Psp
  • VS-ST ind #2188

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 Finance & Insurance retirement plans → · Plans in Ohio →

Advanced Asset Management Advisors, Inc. in the asset neighbourhood

Advanced Asset Management Advisors, Inc.Advanced Asset Management Ad…$3MTjm Sales & Marketing Inc 401(k) PspTjm Sales & Marketing Inc 40…$3MBeaconlive, LLC 401(k) Profit Sharing PlanBeaconlive, LLC 401(k) Profi…$3MAutel US Inc 401(k) Profit Sharing Plan & TrustAutel US Inc 401(k) Profit S…$3MInterfoods of America, Inc. Employees Savings PlanInterfoods of America, Inc. …$3M
End-of-year total assets ($M) among Advanced Asset Management Advisors, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advanced Asset Management Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Asset Management Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.009647096299997% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.74M $3.37M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $3M
2024 1 7 $3M

Advanced Asset Management Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$231K
Employer EIN311626750
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Advanced Asset Management Advisors, Inc. vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Advanced Asset Management Advisors, Inc., Total assets ($B): 0.002968092 · Participants: 7Advanced Asset Management Advisors, Inc.GE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Advanced Asset Management Advisors, Inc. vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Advanced Asset Management Advisors, Inc. side-by-side with 3 peers →

Advanced Asset Management Advisors, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Tjm Sales & Marketing Inc 401(k) Psp in NC ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Advanced Asset Management Advisors, Inc. assets move in 2023? ▼
Advanced Asset Management Advisors, Inc. grew at a solid clip - up 8.4% during 2023, from $3M to $3M. Reported net income was $231K.
How have Advanced Asset Management Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Asset Management Advisors, Inc.'s sponsor-wide assets grew 23.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Advanced Asset Management Advisors, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Tjm Sales & Marketing Inc 401(k) Psp in NC ($3M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Asset Management Advisors, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 311626750.

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.