401(k) · DOL Form 5500 · 2024

Advantek, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
69
Participants Small participant base
55th
Percentile by assets National rank
$137,519
Avg per participant Near avg balance/head
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Official DOL plan name: Advantek, LLC 401(k) Plan · Sponsored by Advantek, LLC · Wisconsin · Manufacturing

$9M in assets, 69 participants

Advantek, LLC's Advantek, LLC 401(k) Plan reported $9M in total assets and 69 participants in its 2024 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.

  • #7,117 in Manufacturing (17,777 peers)

2024 asset change

Advantek, LLC 401(k) Plan grew sharply 18.0% in 2024 ($8M → $9M) for 69 participants.

#7,117
in Manufacturing (17,777 peers)
+18.0%
assets growth YoY

Advantek, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Advantek, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,488,783 Top 45% higher than 55% of 123,620 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 2024

Advantek, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantek, LLC 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advantek, LLC 401(k) Plan reported net income rose from -$654K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Advantek, LLC 401(k) Plan reported participants fell from 107 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Advantek, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411717163 · Advantek, LLC PY 2024 · 401(k)

Advantek, LLC 401(k) Plan · $9M · 69 · 55th

  • BOOK $9M
  • VS-ST 69
  • BOY 55th
  • SCH 401(k)
  • EBSA near Brkthru Digital, LLC 401(k) Psp
  • PART ind #7117

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 Wisconsin →

Advantek, LLC 401(k) Plan in the asset neighbourhood

Advantek, LLC 401(k) Plan$9MBrkthru Digital, LLC 401(k) PspBrkthru Digital, LLC 401(k) …$9MDistribution Technology Inc, 401(k) Retirement PlanDistribution Technology Inc,…$9MCentral Staff Services, Inc. 401(k) Savings PlanCentral Staff Services, Inc.…$9MGrid4 401(k)$9M
End-of-year total assets ($M) among Advantek, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Advantek, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Advantek, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.12557467906756% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $8.7M $9.49M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 88 $9M
2023 1 107 $8M
2024 1 69 $9M

2024 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN411717163
Plan Effective Date2022-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Advantek, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Advantek, LLC 401(k) Plan, Total assets ($B): 0.009488783 · Participants: 69Advantek, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Advantek, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advantek, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Brkthru Digital, LLC 401(k) Psp in NY ($9M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 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 (69 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantek, LLC 401(k) Plan assets move in 2024?
Advantek, LLC 401(k) Plan grew sharply - up 18.0% during 2024, from $8M to $9M. Reported net income was $1M.
How have Advantek, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Advantek, LLC's sponsor-wide assets grew 9.1%, from $9M to $9M.
Which 401(k) plans are similar in size to Advantek, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Brkthru Digital, LLC 401(k) Psp in NY ($9M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Advantek, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M in assets).