401(k) · DOL Form 5500 · 2023
Advantage Management Corporation 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 1,110
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $49,158
- Avg per participant Low balance/head
Official DOL plan name: The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation · Sponsored by Advantage Management Corporation · Minnesota · Transportation & Warehousing
$55M in assets, 1,110 participants
Advantage Management Corporation's The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation reported $55M in total assets and 1,110 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,837 in Transportation & Warehousing (3,362 peers)
Where The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation sits by assets
The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation sits in the top quartile of all filed plans by assets, $55M for 1,110 participants (~$49,158/participant), down 4.5% in 2023.
- #2,837
- in Transportation & Warehousing (3,362 peers)
- -4.5%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation's outsized position by total assets
The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$54,565,254 Top 14% higher than 86% 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
The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation lands in the large band (1,110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation reported net income rose from -$17M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation reported participants rose from 1,038 in the plan year 2022 filing to 1,110 in the plan year 2023 filing.
- The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation end-of-year assets fell from $57M in the plan year 2022 filing to $55M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 411679714 · Advantage Management Corporation PY 2023 · 401(k)
The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation · $55M · 1,110 · 86th
- RANK $55M
- PHOTO 1,110
- IND 86th
- EOY 401(k)
- 5500 near J.T. Magen & Company Inc. 401(k) Plan
- ASSETS ind #2837
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 Transportation & Warehousing retirement plans → · Plans in Minnesota →
The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$3M |
| Employer EIN | 411679714 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advantage Management Corporation)
Sponsor-wide plan assets over time
All Advantage Management Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 4.530905563142737% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,038 | $57M |
| 2023 | 1 | 1,110 | $55M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is J.T. Magen & Company Inc. 401(k) Plan in NY ($55M); by covered participants it is East West Resorts, LLC Savings and Retirement Plan in CO (1,110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- J.T. Magen & Company Inc. 401(k) Plan (NY) $55M · 263
- Origami Risk 401(k) Savings & Investment Plan (IL) $55M · 630
- Extraco Corporation Retirement Plan (TX) $55M · 340
- Better Being Co. Retirement Plan (UT) $55M · 806
Similar participant headcount
Nearest other-state filings by covered participants (1,110 participants); asset peers above are excluded.
- East West Resorts, LLC Savings and Retirement Plan (CO) 1,110 · 0 off
- 1-800-Flowers Team Services, Inc. 40i(K) Plan (NY) 1,110 · 0 off
- Scripps Clinic Medical Group, Inc. Retirement Savings Plan (CA) 1,109 · 1 off
- Avx Greenville LLC 401(k) Plan (SC) 1,109 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.