401(k) · DOL Form 5500 · 2023

Advanced Manufacturing and Development, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
202
Participants Below avg headcount
55th
Percentile by assets National rank
$42,770
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Metalfx Retirement Savings Plan · Sponsored by Advanced Manufacturing and Development, Inc. · California · Manufacturing

$9M in assets, 202 participants

Advanced Manufacturing and Development, Inc.'s Metalfx Retirement Savings Plan reported $9M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,662 in Manufacturing (18,722 peers)

Coverage in California

Metalfx Retirement Savings Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $9M.

#7,662
in Manufacturing (18,722 peers)
+21.8%
assets growth YoY

Metalfx Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Metalfx Retirement Savings Plan vs every filed plan by assets

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

$8,639,475 Top 45% higher than 55% 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

Metalfx Retirement 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. Metalfx Retirement Savings Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metalfx Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Metalfx Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Metalfx Retirement Savings Plan reported participants rose from 195 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942378705 · Advanced Manufacturing and Development, Inc. PY 2023 · 401(k)

Metalfx Retirement Savings Plan · $9M · 202 · 55th

  • PCT $9M
  • PCT 202
  • PCT 55th
  • PCT 401(k)
  • PCT near Day 1 Academies 401(k) Plan
  • PCT ind #7662

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 Manufacturing retirement plans → · Plans in California →

Metalfx Retirement Savings Plan in the asset neighbourhood

Metalfx Retirement Savings PlanMetalfx Retirement Savings P…$9MDay 1 Academies 401(k) Plan$9MAfter Hours Pediatrics 401(k) PlanAfter Hours Pediatrics 401(k…$9MHicks 401(k) Plan$9MStroudwater Associates Employee Stock Ownership 401(k) PlanStroudwater Associates Emplo…$9M
End-of-year total assets ($M) among Metalfx Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN942378705
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Manufacturing and Development, Inc.)

Sponsor-wide plan assets over time

All Advanced Manufacturing and Development, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.367243915754024% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.09M $10.2M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 195 $7M
2023 1 202 $9M
2024 1 167 $10M

Nearby 401(k) Plans in California

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

Metalfx Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Metalfx Retirement Savings Plan, Total assets ($B): 0.008639475 · Participants: 202Metalfx Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Metalfx Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Metalfx Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Day 1 Academies 401(k) Plan in WA ($9M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Metalfx Retirement Savings Plan assets move in 2023? ▼
Metalfx Retirement Savings Plan grew sharply - up 21.8% during 2023, from $7M to $9M. Reported net income was $2M.
How have Advanced Manufacturing and Development, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Manufacturing and Development, Inc.'s sponsor-wide assets grew 44.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Metalfx Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Day 1 Academies 401(k) Plan in WA ($9M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Metalfx Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 942378705.

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.