401(k) · DOL Form 5500 · 2023
Association Member Benefits Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 548
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $32,009
- Avg per participant Low balance/head
Official DOL plan name: Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Association Member Benefits Advisors, LLC · Texas · Finance & Insurance
$18M in assets, 548 participants
Association Member Benefits Advisors, LLC's Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 548 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,975 in Finance & Insurance (8,869 peers)
Association Member Benefits Advisors, LLC multi-year trail
Association Member Benefits Advisors, LLC's plans moved +82.0% in assets from 2022 to 2024; this filing shows Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust at $18M / 548 participants.
- #4,975
- in Finance & Insurance (8,869 peers)
- +37.2%
- assets growth YoY
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,541,092 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Association Member Benefits Advisors, LLC 401(k) Profit Sharing 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. Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (548 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 135 in the plan year 2022 filing to 548 in the plan year 2023 filing.
- Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 742992940 · Association Member Benefits Advisors, LLC PY 2023 · 401(k)
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust · $18M · 548 · 70th
- ASSETS $18M
- PCT 548
- EIN 70th
- RANK 401(k)
- PHOTO near Cee Kay Supply, Inc. Profit Sharing Plan
- IND ind #4975
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 Finance & Insurance retirement plans → · Plans in Texas →
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Association Member Benefits Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Association Member Benefits Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 82.01418721945781% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $13M |
| 2023 | 1 | 548 | $18M |
| 2024 | 1 | 478 | $23M |
Association Member Benefits Advisors, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $5M |
| Employer EIN | 742992940 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cee Kay Supply, Inc. Profit Sharing Plan in MO ($18M); by covered participants it is Doctors of Physical Therapy 401(k) Plan in IL (548 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (548 participants); asset peers above are excluded.
- Doctors of Physical Therapy 401(k) Plan (IL) 548 · 0 off
- John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan (MD) 548 · 0 off
- Hill, Barth & King, LLC 401(k) Profit Sharing Plan (OH) 548 · 0 off
- Acme Tools 401(k) Plan (ND) 548 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.