401(k) · DOL Form 5500 · 2023

Amundsen Davis LLC 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
392
Participants Below avg headcount
93rd
Percentile by assets National rank
$322,533
Avg per participant High balance/head
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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.

  • #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.

#19,086
in Professional & Technical Services (20,321 peers)
+48.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Amundsen Davis LLC 401(k) Salary Savings Plan's outsized position by total assets

Amundsen Davis LLC 401(k) Salary Savings Plan vs every filed plan by assets

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

$126,432,751 Top 7% higher than 93% 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

Amundsen Davis LLC 401(k) Salary Savings 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. Amundsen Davis LLC 401(k) Salary Savings Plan sits mid-pack in the medium band (392 participants).

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 →

Published 5500 schedule card

Filing strip 364189382 · Amundsen Davis LLC PY 2023 · 401(k)

Amundsen Davis LLC 401(k) Salary Savings Plan · $126M · 392 · 93rd

  • VS-ST $126M
  • VS-ST 392
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near G3 Enterprises, Inc. Retirement Plan
  • VS-ST ind #19086

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 Illinois →

Amundsen Davis LLC 401(k) Salary Savings Plan in the asset neighbourhood

Amundsen Davis LLC 401(k) Salary Savings PlanAmundsen Davis LLC 401(k) Sa…$126MG3 Enterprises, Inc. Retirement PlanG3 Enterprises, Inc. Retirem…$126MAviagen, Inc. 401(k) Retirement PlanAviagen, Inc. 401(k) Retirem…$126MRoehl Transport, Inc. 401(k) Profit Sharing PlanRoehl Transport, Inc. 401(k)…$126MSan Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing and Savings PlanSan Diego Diagnostic Radiolo…$126M
End-of-year total assets ($M) among Amundsen Davis LLC 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Amundsen Davis LLC plans reported in each filing year

Latest sponsor-wide plan assets
$143M 66.9467891954762% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $85.4M $143M ▲ +67.0%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Amundsen Davis LLC 401(k) Salary Savings Plan, Total assets ($B): 0.126432751 · Participants: 392Amundsen Davis LLC 401(k) Salary Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Amundsen Davis LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Amundsen Davis LLC 401(k) Salary Savings Plan side-by-side with 3 peers →

Amundsen Davis LLC 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is G3 Enterprises, Inc. Retirement Plan in CA ($126M); by covered participants it is Heska Corporation 401(k) Plan in CO (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 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).
Which 401(k) plans cover a similar participant headcount to Amundsen Davis LLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heska Corporation 401(k) Plan in CO (392 participants, N/A 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 364189382.

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.