401(k) · DOL Form 5500 · 2023

Advantage Sales & Marketing, LLC 401(k) Plan

Data updated 2026-08-25

$781M
Total assets Above avg plan size
33,698
Participants Very large workforce
98th
Percentile by assets National rank
$23,182
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#20,087
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY
7.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$781,181,870 Top 2% higher than 98% 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

Advantage 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantage 401(k) Savings Plan is a mega filing (33,698 participants), the rightmost band on the breakdown.

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 →

DOL schedule card

Filing strip 330777131 · Advantage Sales & Marketing, LLC PY 2023 · 401(k)

Advantage 401(k) Savings Plan · $781M · 33,698 · 98th

  • EBSA $781M
  • PART 33,698
  • TYPE 98th
  • NET 401(k)
  • BOOK near National Railroad Passenger Corporation Savings Plan
  • VS-ST ind #20087

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

Covenant Health 401(k) Plan$783MPvh Associates Investment PlanPvh Associates Investment Pl…$783MAdvantage 401(k) Savings Plan$781MNational Railroad Passenger Corporation Savings PlanNational Railroad Passenger …$780MThe Gi Alliance Management 401(k) Savings PlanThe Gi Alliance Management 4…$780M
End-of-year total assets ($M) among Advantage 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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
$650M$700M$750M$800M 202220232024 $690M $765M ▲ +10.8%
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 Scatter plot of 6 data points. 050000100000150000200000250000 -200204060 Total assets ($B) Participants Advantage 401(k) Savings Plan, Total assets ($B): 0.78118187 · Participants: 33698Advantage 401(k) Savings 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
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:

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 National Railroad Passenger Corporation Savings Plan in DC ($780M); by covered participants it is Casey's General Stores 401(k) Plan in IA (33,723 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($781M here).

Similar participant headcount

Nearest other-state filings by covered participants (33,698 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 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).
Which 401(k) plans cover a similar participant headcount to Advantage 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey's General Stores 401(k) Plan in IA (33,723 participants, $411M 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 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.