401(k) · DOL Form 5500 · 2023

Advarra, Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
742
Participants Near avg headcount
89th
Percentile by assets National rank
$93,545
Avg per participant Below avg balance/head
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Official DOL plan name: Advarra 401(k) Plan · Sponsored by Advarra, Inc. · Maryland · Professional & Technical Services

$69M in assets, 742 participants

Advarra, Inc.'s Advarra 401(k) Plan reported $69M in total assets and 742 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,239 in Professional & Technical Services (20,321 peers)

Where Advarra 401(k) Plan sits by assets

Advarra 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 742 participants (~$93,545/participant), up 26.0% in 2023.

#18,239
in Professional & Technical Services (20,321 peers)
+26.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$69,410,322 Top 11% higher than 89% 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

Advarra 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. Advarra 401(k) Plan sits mid-pack in the medium band (742 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advarra 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Advarra 401(k) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Advarra 401(k) Plan reported participants rose from 642 in the plan year 2022 filing to 742 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311358981 · Advarra, Inc. PY 2023 · 401(k)

Advarra 401(k) Plan · $69M · 742 · 89th

  • RANK $69M
  • RANK 742
  • RANK 89th
  • RANK 401(k)
  • RANK near Heritage Distribution Holdings 401(k) Plan
  • RANK ind #18239

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 Maryland →

Advarra 401(k) Plan in the asset neighbourhood

Advarra 401(k) Plan$69MHeritage Distribution Holdings 401(k) PlanHeritage Distribution Holdin…$69MAshcroft Inc. 401(k) Plan$69MPioneer Employees 401 (K) PlanPioneer Employees 401 (K) Pl…$69MPfu America, Inc. 401(k) Plan$69M
End-of-year total assets ($M) among Advarra 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)$55M
Net Assets (End of Year)$69M
Net Income$14M
Employer EIN311358981
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advarra, Inc.)

Sponsor-wide plan assets over time

All Advarra, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 57.95834493226009% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $55.1M $87M ▲ +58.0%
Year Plans Participants Total Assets
2022 1 642 $55M
2023 1 742 $69M
2024 1 791 $87M

Nearby 401(k) Plans in Maryland

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

Advarra 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advarra 401(k) Plan, Total assets ($B): 0.069410322 · Participants: 742Advarra 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Advarra 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Advarra 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Heritage Distribution Holdings 401(k) Plan in GA ($69M); by covered participants it is Eqt Corporation Employee Savings Plan in PA (742 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (742 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 Advarra 401(k) Plan assets move in 2023? ▼
Advarra 401(k) Plan grew sharply - up 26.0% during 2023, from $55M to $69M. Reported net income was $14M.
How have Advarra, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advarra, Inc.'s sponsor-wide assets grew 58.0%, from $55M to $87M.
Where does Advarra 401(k) Plan rank by assets among Form 5500 filers? ▼
Advarra 401(k) Plan ranks in the 89th 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 Advarra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Distribution Holdings 401(k) Plan in GA ($69M, 827 participants).
Which 401(k) plans cover a similar participant headcount to Advarra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eqt Corporation Employee Savings Plan in PA (742 participants, $266M 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 311358981.

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.