401(k) · DOL Form 5500 · 2023

Amtex Supply Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
229
Participants Below avg headcount
75th
Percentile by assets National rank
$98,633
Avg per participant Below avg balance/head
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Official DOL plan name: Amtex Supply Holdings, Inc. Retirement Plan & Trust · Sponsored by Amtex Supply Holdings, Inc. · Illinois · Wholesale Trade

$23M in assets, 229 participants

Amtex Supply Holdings, Inc.'s Amtex Supply Holdings, Inc. Retirement Plan & Trust reported $23M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,577 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Amtex Supply Holdings, Inc. Retirement Plan & Trust covers 229 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#4,577
in Wholesale Trade (6,309 peers)
+13.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Amtex Supply Holdings, Inc. Retirement Plan & Trust's outsized position by total assets

Amtex Supply Holdings, Inc. Retirement Plan & Trust vs every filed plan by assets

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

$22,587,054 Top 25% higher than 75% 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

Amtex Supply Holdings, Inc. Retirement Plan & Trust 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. Amtex Supply Holdings, Inc. Retirement Plan & Trust sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amtex Supply Holdings, Inc. Retirement Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Amtex Supply Holdings, Inc. Retirement Plan & Trust end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Amtex Supply Holdings, Inc. Retirement Plan & Trust reported participants fell from 263 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823729171 · Amtex Supply Holdings, Inc. PY 2023 · 401(k)

Amtex Supply Holdings, Inc. Retirement Plan & Trust · $23M · 229 · 75th

  • SCH $23M
  • EBSA 229
  • PART 75th
  • TYPE 401(k)
  • NET near Dimension Hospitality, LLC 401(k) Plan
  • BOOK ind #4577

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 Wholesale Trade retirement plans → · Plans in Illinois →

Amtex Supply Holdings, Inc. Retirement Plan & Trust in the asset neighbourhood

Amtex Supply Holdings, Inc. Retirement Plan & TrustAmtex Supply Holdings, Inc. …$23MDimension Hospitality, LLC 401(k) PlanDimension Hospitality, LLC 4…$23MValidatek Retirement Savings PlanValidatek Retirement Savings…$23MCoastal Beverage Company, Inc. Profit Sharing/401(k) PlanCoastal Beverage Company, In…$23MCedarwood-Young Company 401(k) PlanCedarwood-Young Company 401(…$23M
End-of-year total assets ($M) among Amtex Supply Holdings, Inc. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN823729171
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amtex Supply Holdings, Inc.)

Sponsor-wide plan assets over time

All Amtex Supply Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 22.997706649022867% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $24.4M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 263 $20M
2023 1 229 $23M
2024 1 216 $24M

Nearby 401(k) Plans in Illinois

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

Amtex Supply Holdings, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Amtex Supply Holdings, Inc. Retirement Plan & Trust, Total assets ($B): 0.022587054 · Participants: 229Amtex Supply Holdings, Inc. Retirement Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Amtex Supply Holdings, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Amtex Supply Holdings, Inc. Retirement Plan & Trust side-by-side with 3 peers →

Amtex Supply Holdings, Inc. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dimension Hospitality, LLC 401(k) Plan in FL ($23M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Amtex Supply Holdings, Inc. Retirement Plan & Trust assets move in 2023? ▼
Amtex Supply Holdings, Inc. Retirement Plan & Trust grew at a solid clip - up 13.9% during 2023, from $20M to $23M. Reported net income was $3M.
How have Amtex Supply Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amtex Supply Holdings, Inc.'s sponsor-wide assets grew 23.0%, from $20M to $24M.
Where does Amtex Supply Holdings, Inc. Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Amtex Supply Holdings, Inc. Retirement Plan & Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amtex Supply Holdings, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dimension Hospitality, LLC 401(k) Plan in FL ($23M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Amtex Supply Holdings, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is P3 Health Partners 401(k) Plan in NV (229 participants, $2M 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 823729171.

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.