401(k) · DOL Form 5500 · 2024
Association Member Benefits Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 478
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $48,686
- Avg per participant Low balance/head
Official DOL plan name: Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Association Member Benefits Advisors, LLC · Texas · Finance & Insurance
$23M in assets, 478 participants
Association Member Benefits Advisors, LLC's Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust reported $23M in total assets and 478 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,054 in Finance & Insurance (8,549 peers)
Association Member Benefits Advisors, LLC multi-year trail
Association Member Benefits Advisors, LLC's plans moved +82.0% in assets from 2022 to 2024; this filing shows Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust at $23M / 478 participants.
- #5,054
- in Finance & Insurance (8,549 peers)
- +32.7%
- assets growth YoY
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,271,848 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (478 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 548 in the plan year 2023 filing to 478 in the plan year 2024 filing.
DOL schedule card
Filing strip 742992940 · Association Member Benefits Advisors, LLC PY 2024 · 401(k)
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust · $23M · 478 · 73rd
- BOOK $23M
- BOOK 478
- BOOK 73rd
- BOOK 401(k)
- BOOK near Jones Junction Inc 401(k) Profit Sharing Plan & Trust
- BOOK ind #5054
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 Finance & Insurance retirement plans → · Plans in Texas →
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Association Member Benefits Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Association Member Benefits Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 82.01418721945781% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $13M |
| 2023 | 1 | 548 | $18M |
| 2024 | 1 | 478 | $23M |
Association Member Benefits Advisors, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $6M |
| Employer EIN | 742992940 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Jones Junction Inc 401(k) Profit Sharing Plan & Trust in MD ($23M); by covered participants it is Subaru Distributors Corp. Retirement Plan and Trust in NY (478 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Jones Junction Inc 401(k) Profit Sharing Plan & Trust (MD) $23M · 499
- Case Consulting LLC 401(k) P/S Plan (VA) $23M · 60
- Colorado Structures 401(k) Plan (CO) $23M · 203
- Scio Health Analytics 401(k) Savings Plan (NJ) $23M · 215
Similar participant headcount
Nearest other-state filings by covered participants (478 participants); asset peers above are excluded.
- Subaru Distributors Corp. Retirement Plan and Trust (NY) 478 · 0 off
- Idaho Youth Ranch 401(k) Plan (ID) 478 · 0 off
- Coverall North America, Inc. 401 (K) Profit Sharing Plan (FL) 478 · 0 off
- Jon-Don, LLC Employees' 401(k) Plan (MA) 478 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.