401(k) · DOL Form 5500 · 2023

Amundsen Davis LLC 401(k) Plan

Data updated 2026-08-11

$126M
Total assets
392
Participants
93rd
Percentile by assets
$322,533
Avg per participant
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Official DOL plan name: Amundsen Davis LLC 401(k) Salary Savings Plan · Sponsored by Amundsen Davis LLC · Illinois · Professional & Technical Services

$126M in assets, 392 participants

Amundsen Davis LLC's Amundsen Davis LLC 401(k) Salary Savings Plan reported $126M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,086 in Professional & Technical Services (20,321 peers)

Where Amundsen Davis LLC 401(k) Salary Savings Plan sits by assets

Amundsen Davis LLC 401(k) Salary Savings Plan sits in the top 10% of all filed plans by assets, $126M for 392 participants (~$322,533/participant), up 48.0% in 2023.

$126M
total plan assets (2023 EOY)
392
covered participants
93rd
percentile by assets (of 127,072 plans)
$322,533
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amundsen Davis LLC 401(k) Salary Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Amundsen Davis LLC 401(k) Salary Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $126M in the plan year 2023 filing.
  • Amundsen Davis LLC 401(k) Salary Savings Plan reported participants rose from 292 in the plan year 2022 filing to 392 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Amundsen Davis LLC 401(k) Salary Savings Plan vs the 2023 asset distribution

By assets, Amundsen Davis LLC 401(k) Salary Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$126M
Net Income$41M
Employer EIN364189382
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amundsen Davis LLC)

$60M$80M$100M$120M$140M$160M 202220232024 $85.4M $143M ▲ +67.0%
Total plan assets by year, all Amundsen Davis LLC plans on file
Year Plans Participants Total Assets
2022 1 292 $85M
2023 1 392 $126M
2024 1 421 $143M

Nearby 401(k) Plans in Illinois

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

Amundsen Davis LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Amundsen Davis LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Amundsen Davis LLC 4…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Amundsen Davis LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Amundsen Davis LLC 401(k) Salary Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Amundsen Davis LLC 401(k) Salary Savings Plan assets move in 2023?
Amundsen Davis LLC 401(k) Salary Savings Plan surged - up 48.0% during 2023, from $85M to $126M. Reported net income was $41M.
How have Amundsen Davis LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Amundsen Davis LLC's sponsor-wide assets grew 66.9%, from $85M to $143M.
Where does Amundsen Davis LLC 401(k) Salary Savings Plan rank by assets among Form 5500 filers?
Amundsen Davis LLC 401(k) Salary Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Amundsen Davis LLC 401(k) Salary Savings Plan?
Among 401(k) plans in other states, the closest by assets is G3 Enterprises, Inc. Retirement Plan in CA ($126M, 806 participants).

Next read for Amundsen Davis LLC 401(k) Salary Savings…

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