401(k) · DOL Form 5500 · 2023

Advantage Sales & Marketing, LLC 401(k) Plan

Data updated 2026-08-11

$781M
Total assets
33,698
Participants
98th
Percentile by assets
$23,182
Avg per participant
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Official DOL plan name: Advantage 401(k) Savings Plan · Sponsored by Advantage Sales & Marketing, LLC · California · Professional & Technical Services

$781M in assets, 33,698 participants

Advantage Sales & Marketing, LLC's Advantage 401(k) Savings Plan reported $781M in total assets and 33,698 participants in its 2023 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 127,072 plans)
  • #20,087 in Professional & Technical Services (20,321 peers)

Coverage in California

Advantage 401(k) Savings Plan covers 33,698 participants in California, 53x the typical California plan (state average ~630 per filing). Assets: $781M.

$781M
total plan assets (2023 EOY)
33,698
covered participants
98th
percentile by assets (of 127,072 plans)
$23,182
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantage 401(k) Savings Plan reported net income rose from -$137M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Advantage 401(k) Savings Plan end-of-year assets rose from $690M in the plan year 2022 filing to $781M in the plan year 2023 filing.
  • Advantage 401(k) Savings Plan reported participants fell from 34,467 in the plan year 2022 filing to 33,698 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Advantage 401(k) Savings Plan reports 33,698 participants - 53x that state average ($781M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$690M
Net Assets (End of Year)$781M
Net Income$91M
Employer EIN330777131
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantage Sales & Marketing, LLC)

$650M$700M$750M$800M 202220232024 $690M $765M ▲ +10.8%
Total plan assets by year, all Advantage Sales & Marketing, LLC plans on file
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

Advantage 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -200204060 Total assets ($B) Participants Advantage 401(k) Sav…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Advantage 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advantage 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Advantage 401(k) Savings Plan

Advantage 401(k) Savings Plan reports $781M in end-of-year assets across 33,698 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $23,182 per participant (17% of the national average assets-per-participant) . Net income for plan year 2023 was $91M.

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 Open filing
2023 33,698 $781M This page
2024 · index core 38,300 $765M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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.

Frequently Asked Questions

How did Advantage 401(k) Savings Plan assets move in 2023? ▼
Advantage 401(k) Savings Plan grew at a solid clip - up 13.2% during 2023, from $690M to $781M. Reported net income was $91M.
How have Advantage Sales & Marketing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantage Sales & Marketing, LLC's sponsor-wide assets grew 10.8%, from $690M to $765M.
Where does Advantage 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Advantage 401(k) Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Advantage 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Railroad Passenger Corporation Savings Plan in DC ($780M, 3,938 participants).

Next read for Advantage 401(k) Savings Plan

Filing takeaways

Ways to act on Advantage 401(k) Savings Plan's numbers.

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 330777131.

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.