401(k) · DOL Form 5500 · 2024
Advantage Sales & Marketing, LLC 401(k) Plan
Data updated 2026-08-25
- $765M
- Total assets Above avg plan size
- 38,300
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $19,962
- Avg per participant Low balance/head
Official DOL plan name: Advantage 401(k) Savings Plan · Sponsored by Advantage Sales & Marketing, LLC · Missouri · Professional & Technical Services
$765M in assets, 38,300 participants
Advantage Sales & Marketing, LLC's Advantage 401(k) Savings Plan reported $765M in total assets and 38,300 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #19,906 in Professional & Technical Services (20,173 peers)
Coverage in Missouri
Advantage 401(k) Savings Plan covers 38,300 participants in Missouri, 52x the typical Missouri plan (state average ~737 per filing). Assets: $765M.
- #19,906
- in Professional & Technical Services (20,173 peers)
- -2.1%
- assets change YoY
- 7.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Advantage 401(k) Savings Plan's outsized position by total assets
Advantage 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$764,553,711 Top 2% higher than 98% 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
Advantage 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantage 401(k) Savings Plan is a mega filing (38,300 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advantage 401(k) Savings Plan reported net income fell from $91M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
- Advantage 401(k) Savings Plan reported participants rose from 33,698 in the plan year 2023 filing to 38,300 in the plan year 2024 filing.
- Advantage 401(k) Savings Plan end-of-year assets fell from $781M in the plan year 2023 filing to $765M in the plan year 2024 filing.
DOL schedule card
Filing strip 330777131 · Advantage Sales & Marketing, LLC PY 2024 · 401(k)
Advantage 401(k) Savings Plan · $765M · 38,300 · 98th
- BOOK $765M
- BOOK 38,300
- BOOK 98th
- BOOK 401(k)
- BOOK near Lutron Retirement Plan
- BOOK ind #19906
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 Professional & Technical Services retirement plans → · Plans in Missouri →
Advantage 401(k) Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $781M |
|---|---|
| Net Assets (End of Year) | $765M |
| Net Income | -$17M |
| Employer EIN | 330777131 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advantage Sales & Marketing, LLC)
Sponsor-wide plan assets over time
All Advantage Sales & Marketing, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $765M 10.77381985683302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34,467 | $690M |
| 2023 | 1 | 33,698 | $781M |
| 2024 | 1 | 38,300 | $765M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Scale composition for Advantage 401(k) Savings Plan
Advantage 401(k) Savings Plan reports $765M in end-of-year assets across 38,300 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.041% of 93,925,755 covered participants) - about $19,962 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was -$17M.
This plan identity (EIN 330777131, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $690M to $765M (+10.8%) while covered participants moved from 34,467 to 38,300 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 34,467 | $690M | Open filing |
| 2023 | 33,698 | $781M | Open filing |
| 2024 · index core | 38,300 | $765M | This page |
Advantage 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Lutron Retirement Plan in PA ($765M); by covered participants it is Whataburger 401(k) Savings Plan in TX (38,324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($765M here).
- Lutron Retirement Plan (PA) $765M · 2,292
- Sumitomo Mitsui Banking Corporation 401(k) Plan (NY) $765M · 4,155
- Kyndryl 401(k) Plan (NY) $764M · 6,859
- Selective Insurance Retirement Savings Plan (NJ) $764M · 2,687
Similar participant headcount
Nearest other-state filings by covered participants (38,300 participants); asset peers above are excluded.
- Whataburger 401(k) Savings Plan (TX) 38,324 · 24 off
- Abbott Laboratories Stock Retirement Plan (IL) 38,229 · 71 off
- Savings and Supplemental Retirement Plan of Novant Health, Inc. (NC) 38,190 · 110 off
- Iu Health 401(k) Savings Plan (IN) 38,460 · 160 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.