401(k) · DOL Form 5500 · 2023

Amount, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
410
Participants Below avg headcount
78th
Percentile by assets National rank
$67,493
Avg per participant Below avg balance/head
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Official DOL plan name: Amount 401(k) Plan · Sponsored by Amount, Inc. · Illinois · Professional & Technical Services

$28M in assets, 410 participants

Amount, Inc.'s Amount 401(k) Plan reported $28M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,933 in Professional & Technical Services (20,321 peers)

Where Amount 401(k) Plan sits by assets

Amount 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 410 participants (~$67,493/participant), up 12.3% in 2023.

#15,933
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Amount 401(k) Plan's outsized position by total assets

Amount 401(k) Plan vs every filed plan by assets

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

$27,672,145 Top 22% higher than 78% 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

Amount 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. Amount 401(k) Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amount 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Amount 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Amount 401(k) Plan reported participants fell from 422 in the plan year 2022 filing to 410 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 833090819 · Amount, Inc. PY 2023 · 401(k)

Amount 401(k) Plan · $28M · 410 · 78th

  • BOOK $28M
  • BOOK 410
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Airx Climate Solutions, Inc. 401(k) Plan
  • BOOK ind #15933

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 Illinois →

Amount 401(k) Plan in the asset neighbourhood

Frontwave Credit Union Retirement PlanFrontwave Credit Union Retir…$28MAmount 401(k) Plan$28MAirx Climate Solutions, Inc. 401(k) PlanAirx Climate Solutions, Inc.…$28MOptimax Systems, Inc. 401(k) Profit Sharing PlanOptimax Systems, Inc. 401(k)…$28MExotic Rubber & Plastics Corp. 401(k) PlanExotic Rubber & Plastics Cor…$28M
End-of-year total assets ($M) among Amount 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN833090819
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amount, Inc.)

Sponsor-wide plan assets over time

All Amount, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 15.172167091424832% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.6M $28.4M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 422 $25M
2023 1 410 $28M
2024 1 147 $28M

Nearby 401(k) Plans in Illinois

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

Amount 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Amount 401(k) Plan, Total assets ($B): 0.027672145 · Participants: 410Amount 401(k) PlanAccenture 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
Amount 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Amount 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Airx Climate Solutions, Inc. 401(k) Plan in OK ($28M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Amount 401(k) Plan assets move in 2023? ▼
Amount 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $25M to $28M. Reported net income was $3M.
How have Amount, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amount, Inc.'s sponsor-wide assets grew 15.2%, from $25M to $28M.
Where does Amount 401(k) Plan rank by assets among Form 5500 filers? ▼
Amount 401(k) Plan ranks in the 78th 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 Amount 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Airx Climate Solutions, Inc. 401(k) Plan in OK ($28M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Amount 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 833090819.

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.