401(k) · DOL Form 5500 · 2023

Aadvantage, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
632
Participants Below avg headcount
56th
Percentile by assets National rank
$14,252
Avg per participant Low balance/head
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Official DOL plan name: Aadvantage Inc. 401(k) Plan · Sponsored by Aadvantage, Inc. · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 632 participants

Aadvantage, Inc.'s Aadvantage Inc. 401(k) Plan reported $9M in total assets and 632 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,959 in Healthcare & Social Assistance (17,684 peers)

Aadvantage, Inc. multi-year trail

Aadvantage, Inc.'s plans moved +34.3% in assets from 2022 to 2024; this filing shows Aadvantage Inc. 401(k) Plan at $9M / 632 participants.

#10,959
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY

Aadvantage Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aadvantage Inc. 401(k) Plan vs every filed plan by assets

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

$9,007,381 Top 44% higher than 56% 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

Aadvantage Inc. 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. Aadvantage Inc. 401(k) Plan sits mid-pack in the medium band (632 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aadvantage Inc. 401(k) Plan reported net income rose from $726K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Aadvantage Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Aadvantage Inc. 401(k) Plan reported participants rose from 618 in the plan year 2022 filing to 632 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251642318 · Aadvantage, Inc. PY 2023 · 401(k)

Aadvantage Inc. 401(k) Plan · $9M · 632 · 56th

  • BOY $9M
  • BOY 632
  • BOY 56th
  • BOY 401(k)
  • BOY near Pearson Adair & Company Retirement Plan
  • BOY ind #10959

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Aadvantage Inc. 401(k) Plan in the asset neighbourhood

Aadvantage Inc. 401(k) Plan$9MPearson Adair & Company Retirement PlanPearson Adair & Company Reti…$9MLord & Sons, Inc. 401(k) Plan$9MBueno Beverage Company 401(k) Profit Sharing PlanBueno Beverage Company 401(k…$9MCommunity Services & Employment Training, Inc. Retirement PlanCommunity Services & Employm…$9M
End-of-year total assets ($M) among Aadvantage Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aadvantage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aadvantage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.33681336641335% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.62M $10.2M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 618 $8M
2023 1 632 $9M
2024 1 590 $10M

Aadvantage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN251642318
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Aadvantage Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Aadvantage Inc. 401(k) Plan, Total assets ($B): 0.009007381 · Participants: 632Aadvantage Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Aadvantage Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aadvantage Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Pearson Adair & Company Retirement Plan in TX ($9M); by covered participants it is Plan De Participacion De Ganancias Para Los in PR (632 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (632 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 Aadvantage Inc. 401(k) Plan assets move in 2023? ▼
Aadvantage Inc. 401(k) Plan grew sharply - up 18.2% during 2023, from $8M to $9M. Reported net income was $1M.
How have Aadvantage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aadvantage, Inc.'s sponsor-wide assets grew 34.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Aadvantage Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pearson Adair & Company Retirement Plan in TX ($9M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Aadvantage Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plan De Participacion De Ganancias Para Los in PR (632 participants, $20M 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 251642318.

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.