401(k) · DOL Form 5500 · 2024
Advantage Sales & Marketing, LLC 401(k) Plan
Data updated 2026-08-11
- $765M
- Total assets
- 38,300
- Participants
- 98th
- Percentile by assets
- $19,962
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $765M
- total plan assets (2024 EOY)
- 38,300
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $19,962
- avg assets per participant
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.
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Advantage 401(k) Savings Plan reports 38,300 participants - 52x that state average ($765M EOY assets).
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)
| 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.
Advantage 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Advantage 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Advantage 401(k) Savings Plan assets move in 2024? ▼
How have Advantage Sales & Marketing, LLC plan assets changed over time? ▼
Where does Advantage 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Advantage 401(k) Savings Plan? ▼
Next read for Advantage 401(k) Savings Plan
Filing takeaways
Ways to act on Advantage 401(k) Savings Plan's numbers.
- By total assets, Advantage 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Advantage Sales & Marketing, LLC's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans