401(k) · DOL Form 5500 · 2023

American Merchandising Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
148
Participants Small participant base
43rd
Percentile by assets National rank
$31,639
Avg per participant Low balance/head
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Official DOL plan name: Ams Retail Solutions 401(k) Plan · Sponsored by American Merchandising Specialists, Inc. · North Carolina · Professional & Technical Services

$5M in assets, 148 participants

American Merchandising Specialists, Inc.'s Ams Retail Solutions 401(k) Plan reported $5M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,281 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Ams Retail Solutions 401(k) Plan covers 148 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#8,281
in Professional & Technical Services (20,321 peers)
+14.5%
assets growth YoY

Ams Retail Solutions 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ams Retail Solutions 401(k) Plan vs every filed plan by assets

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

$4,682,504 43rd percentile higher than 43% 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

Ams Retail Solutions 401(k) 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. Ams Retail Solutions 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ams Retail Solutions 401(k) Plan reported net income rose from -$850K in the plan year 2022 filing to $594K in the plan year 2023 filing.
  • Ams Retail Solutions 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ams Retail Solutions 401(k) Plan reported participants fell from 158 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911951517 · American Merchandising Specialists, Inc. PY 2023 · 401(k)

Ams Retail Solutions 401(k) Plan · $5M · 148 · 43rd

  • 5500 $5M
  • ASSETS 148
  • PCT 43rd
  • EIN 401(k)
  • RANK near Mcgregor Industries, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #8281

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 North Carolina →

Ams Retail Solutions 401(k) Plan in the asset neighbourhood

Ams Retail Solutions 401(k) PlanAms Retail Solutions 401(k) …$5MMcgregor Industries, Inc. 401(k) Profit Sharing PlanMcgregor Industries, Inc. 40…$5MInpixon 401(k) Plan$5MMetzler Contracting Co. LLC 401(k) Plan and TrustMetzler Contracting Co. LLC …$5MIllinois Shotokan Karate, Inc. 401(k) Profit Sharing PlanIllinois Shotokan Karate, In…$5M
End-of-year total assets ($M) among Ams Retail Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$594K
Employer EIN911951517
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Merchandising Specialists, Inc.)

Sponsor-wide plan assets over time

All American Merchandising Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 2.9709619391719126% vs 2022
2024 filing year
$8.5M$9M$9.5M 202220232024 $9.13M $9.4M ▲ +3.0%
Year Plans Participants Total Assets
2022 2 316 $9M
2023 2 299 $9M
2024 2 298 $9M

Nearby 401(k) Plans in North Carolina

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

Ams Retail Solutions 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ams Retail Solutions 401(k) Plan, Total assets ($B): 0.004682504 · Participants: 148Ams Retail Solutions 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Ams Retail Solutions 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ams Retail Solutions 401(k) Plan side-by-side with 3 peers →

Ams Retail Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mcgregor Industries, Inc. 401(k) Profit Sharing Plan in PA ($5M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Ams Retail Solutions 401(k) Plan assets move in 2023? ▼
Ams Retail Solutions 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $4M to $5M. Reported net income was $594K.
How have American Merchandising Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Merchandising Specialists, Inc.'s sponsor-wide assets grew 3.0%, from $9M to $9M.
Which 401(k) plans are similar in size to Ams Retail Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgregor Industries, Inc. 401(k) Profit Sharing Plan in PA ($5M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Ams Retail Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 911951517.

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.