401(k)
2024 plan-year 401(k) DOL Form 5500

Advarra 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advarra, Inc. · Maryland · Professional & Technical Services

What the 2023 filing shows

Advarra 401(k) Plan holds $87M for 791 participants — about $110,014 per participant, up 25.4% over the 2024 plan year.

$87M
total plan assets (2024 EOY)
791
covered participants
$110,014
avg assets per participant
+25.4%
assets growth YoY
Total Assets (2023)
$87M
Participants
791
State
Industry
Professional & Technical Services

What the Filing Says About Advarra 401(k) Plan

Advarra 401(k) Plan is a 401(k) retirement plan sponsored by Advarra, Inc., headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 791 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 311358981, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $69M at the beginning of 2024 to $87M at year-end — a gain of 25.4%. Net assets (after liabilities) closed the year at $87M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$69M
Total Assets (End of Year)$87M
Net Assets (End of Year)$87M
Net Income$18M
Plan Type401(k)
Employer EIN311358981
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advarra, Inc.)

Year Plans Participants Total Assets
2022 1 642 $55M
2023 1 742 $69M
2024 1 791 $87M

Nearby 401(k) Plans in Maryland

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

Frequently Asked Questions

How much money is in the Advarra 401(k) Plan?
As of the 2024 Form 5500 filing, Advarra 401(k) Plan holds $87M in total assets with 791 participants. It is sponsored by Advarra, Inc..
What type of plan is Advarra 401(k) Plan?
Advarra 401(k) Plan is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 311358981.
Who sponsors the Advarra 401(k) Plan?
Advarra 401(k) Plan is sponsored by Advarra, Inc., located in Maryland. The sponsor's EIN is 311358981 and the plan operates in the Professional & Technical Services industry.
How did Advarra 401(k) Plan perform in 2024?
Advarra 401(k) Plan grew by 25.4% during 2024, moving from $69M to $87M in total assets. Net income was $18M.
Where can I find official filings for Advarra 401(k) Plan?
Official Form 5500 filings for Advarra 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311358981 or plan name at efast.dol.gov.
How does Advarra 401(k) Plan compare to other plans?
You can compare Advarra 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 311358981.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.