401(k)
2023 plan-year 401(k) DOL Form 5500

Advent International L.P. Employees' Profit-Sharing Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advent International L.P. · Massachusetts · Professional & Technical Services

What the 2023 filing shows

Advent International L.P. Employees' Profit-Sharing Retirement Plan holds $103M for 271 participants — about $378,248 per participant, up 21.6% over the 2023 plan year.

$103M
total plan assets (2023 EOY)
271
covered participants
$378,248
avg assets per participant
+21.6%
assets growth YoY
Total Assets (2023)
$103M
Participants
271
Industry
Professional & Technical Services

What the Filing Says About Advent International L.P. Employees' Profit-Sharing Retirement Plan

Advent International L.P. Employees' Profit-Sharing Retirement Plan is a 401(k) retirement plan sponsored by Advent International L.P., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $103M in total end-of-year assets and covers 271 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042840139, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $84M at the beginning of 2023 to $103M at year-end — a gain of 21.6%. Net assets (after liabilities) closed the year at $103M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$84M
Total Assets (End of Year)$103M
Net Assets (End of Year)$103M
Net Income$18M
Plan Type401(k)
Employer EIN042840139
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advent International L.P.)

Year Plans Participants Total Assets
2022 1 228 $84M
2023 1 271 $103M
2024 1 287 $118M

Nearby 401(k) Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Advent International L.P. Employees' Profit-Sharing Retirement Plan?
As of the 2023 Form 5500 filing, Advent International L.P. Employees' Profit-Sharing Retirement Plan holds $103M in total assets with 271 participants. It is sponsored by Advent International L.P..
What type of plan is Advent International L.P. Employees' Profit-Sharing Retirement Plan?
Advent International L.P. Employees' Profit-Sharing Retirement Plan is a 401(k) plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 042840139.
Who sponsors the Advent International L.P. Employees' Profit-Sharing Retirement Plan?
Advent International L.P. Employees' Profit-Sharing Retirement Plan is sponsored by Advent International L.P., located in Massachusetts. The sponsor's EIN is 042840139 and the plan operates in the Professional & Technical Services industry.
How did Advent International L.P. Employees' Profit-Sharing Retirement Plan perform in 2023?
Advent International L.P. Employees' Profit-Sharing Retirement Plan grew by 21.6% during 2023, moving from $84M to $103M in total assets. Net income was $18M.
Where can I find official filings for Advent International L.P. Employees' Profit-Sharing Retirement Plan?
Official Form 5500 filings for Advent International L.P. Employees' Profit-Sharing Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042840139 or plan name at efast.dol.gov.
How does Advent International L.P. Employees' Profit-Sharing Retirement Plan compare to other plans?
You can compare Advent International L.P. Employees' Profit-Sharing Retirement Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042840139.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.