401(k) · DOL Form 5500 · 2023

Ami Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
28
Participants Small participant base
53rd
Percentile by assets National rank
$272,430
Avg per participant High balance/head
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Official DOL plan name: Ami Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Ami Holdings, LLC · California · Wholesale Trade

$8M in assets, 28 participants

Ami Holdings, LLC's Ami Holdings, LLC 401(k) Profit Sharing Plan reported $8M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,727 in Wholesale Trade (6,309 peers)

Ami Holdings, LLC multi-year trail

Ami Holdings, LLC's plans moved +38.1% in assets from 2022 to 2024; this filing shows Ami Holdings, LLC 401(k) Profit Sharing Plan at $8M / 28 participants.

#2,727
in Wholesale Trade (6,309 peers)
+14.3%
assets growth YoY

Ami Holdings, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Ami Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,628,047 Top 47% higher than 53% 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

Ami Holdings, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ami Holdings, LLC 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ami Holdings, LLC 401(k) Profit Sharing Plan reported net income rose from $94K in the plan year 2022 filing to $956K in the plan year 2023 filing.
  • Ami Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ami Holdings, LLC 401(k) Profit Sharing Plan reported participants rose from 26 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 582668878 · Ami Holdings, LLC PY 2023 · 401(k)

Ami Holdings, LLC 401(k) Profit Sharing Plan · $8M · 28 · 53rd

  • TYPE $8M
  • NET 28
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Sheely's Furniture & Appliance Co., Inc. 401(k) Plan
  • SCH ind #2727

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 Wholesale Trade retirement plans → · Plans in California →

Ami Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Ami Holdings, LLC 401(k) Profit Sharing PlanAmi Holdings, LLC 401(k) Pro…$8MSheely's Furniture & Appliance Co., Inc. 401(k) PlanSheely's Furniture & Applian…$8MSme Development Partners LLC Profit Sharing PlanSme Development Partners LLC…$8MPrimeritus Financial Services Inc. 401(k) Profit Sharing PlanPrimeritus Financial Service…$8MAnchor-Harvey Components, LLC Thrift PlanAnchor-Harvey Components, LL…$8M
End-of-year total assets ($M) among Ami Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ami Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ami Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.106854215295115% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.67M $9.21M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 26 $7M
2023 1 28 $8M
2024 1 38 $9M

Ami Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$956K
Employer EIN582668878
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ami Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ami Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007628047 · Participants: 28Ami Holdings, LLC 401(k) Profit Sharing 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
Ami Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ami Holdings, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ami Holdings, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sheely's Furniture & Appliance Co., Inc. 401(k) Plan in OH ($8M); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Ami Holdings, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Ami Holdings, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.3% during 2023, from $7M to $8M. Reported net income was $956K.
How have Ami Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ami Holdings, LLC's sponsor-wide assets grew 38.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Ami Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheely's Furniture & Appliance Co., Inc. 401(k) Plan in OH ($8M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Ami Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants, $968K 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 582668878.

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.