401(k) · DOL Form 5500 · 2024
Profund Advisors LLC 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 148
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $441,303
- Avg per participant High balance/head
Official DOL plan name: Profund Advisors LLC · Sponsored by Profund Advisors LLC · Maryland · Finance & Insurance
$65M in assets, 148 participants
Profund Advisors LLC's Profund Advisors LLC reported $65M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,829 in Finance & Insurance (8,549 peers)
Coverage in Maryland
Profund Advisors LLC covers 148 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $65M.
- #6,829
- in Finance & Insurance (8,549 peers)
- +24.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Profund Advisors LLC's outsized position by total assets
Profund Advisors LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,312,874 Top 13% higher than 87% 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
Profund Advisors LLC 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. Profund Advisors LLC sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Profund Advisors LLC end-of-year assets rose from $52M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Profund Advisors LLC reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
DOL schedule card
Filing strip 522035194 · Profund Advisors LLC PY 2024 · 401(k)
Profund Advisors LLC · $65M · 148 · 87th
- ASSETS $65M
- PCT 148
- EIN 87th
- RANK 401(k)
- PHOTO near Chc 401(k) Plan
- IND ind #6829
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 Maryland →
Profund Advisors LLC in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $13M |
| Employer EIN | 522035194 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Profund Advisors LLC)
Sponsor-wide plan assets over time
All Profund Advisors LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 63.28913703500927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $40M |
| 2023 | 1 | 147 | $52M |
| 2024 | 1 | 148 | $65M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Profund Advisors LLC's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Chc 401(k) Plan in PA ($65M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Chc 401(k) Plan (PA) $65M · 833
- Alku 401(k) Plan (MA) $65M · 1,818
- Blanchard Training & Development Inc. 401(k) Plan (CA) $65M · 254
- McDonald's Carano LLP Profit Sharing Plan (NV) $65M · 98
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Contentful 401(k) Plan (CO) 148 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 148 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 148 · 0 off
- Dee King Trucking 401(k) Plan (TX) 148 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.