401(k) · DOL Form 5500 · 2024

Aadvantage, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
590
Participants Below avg headcount
56th
Percentile by assets National rank
$17,352
Avg per participant Low balance/head
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Official DOL plan name: Aadvantage Inc. 401(k) Plan · Sponsored by Aadvantage, Inc. · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 590 participants

Aadvantage, Inc.'s Aadvantage Inc. 401(k) Plan reported $10M in total assets and 590 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,438 in Healthcare & Social Assistance (16,916 peers)

Aadvantage, Inc. multi-year trail

Aadvantage, Inc.'s plans moved +34.3% in assets from 2022 to 2024; this filing shows Aadvantage Inc. 401(k) Plan at $10M / 590 participants.

#10,438
in Healthcare & Social Assistance (16,916 peers)
+13.7%
assets growth YoY

Aadvantage Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aadvantage Inc. 401(k) Plan vs every filed plan by assets

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

$10,237,423 Top 44% higher than 56% 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

Aadvantage Inc. 401(k) Plan 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. Aadvantage Inc. 401(k) Plan sits mid-pack in the medium band (590 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aadvantage Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Aadvantage Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Aadvantage Inc. 401(k) Plan reported participants fell from 632 in the plan year 2023 filing to 590 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251642318 · Aadvantage, Inc. PY 2024 · 401(k)

Aadvantage Inc. 401(k) Plan · $10M · 590 · 56th

  • EIN $10M
  • EIN 590
  • EIN 56th
  • EIN 401(k)
  • EIN near American Producers Supply 401(k) Employee Retirement Plan
  • EIN ind #10438

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Aadvantage Inc. 401(k) Plan in the asset neighbourhood

Aadvantage Inc. 401(k) Plan$10MAmerican Producers Supply 401(k) Employee Retirement PlanAmerican Producers Supply 40…$10MMidi Enterprises, LLC 401(k) PlanMidi Enterprises, LLC 401(k)…$10MMt. Ogden Eye Center, LLC Profit Sharing 401(k) PlanMt. Ogden Eye Center, LLC Pr…$10MMason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing PlanMason, Bruce & Girard, Inc. …$10M
End-of-year total assets ($M) among Aadvantage Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aadvantage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aadvantage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.33681336641335% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.62M $10.2M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 618 $8M
2023 1 632 $9M
2024 1 590 $10M

Aadvantage, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN251642318
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Aadvantage Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Aadvantage Inc. 401(k) Plan, Total assets ($B): 0.010237423 · Participants: 590Aadvantage Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Aadvantage Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aadvantage Inc. 401(k) Plan side-by-side with 3 peers →

Aadvantage Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is American Producers Supply 401(k) Employee Retirement Plan in OH ($10M); by covered participants it is The Foresight Mep 401(k) Plan in UT (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (590 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 Aadvantage Inc. 401(k) Plan assets move in 2024? ▼
Aadvantage Inc. 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $9M to $10M. Reported net income was $1M.
How have Aadvantage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aadvantage, Inc.'s sponsor-wide assets grew 34.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Aadvantage Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Producers Supply 401(k) Employee Retirement Plan in OH ($10M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Aadvantage Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Foresight Mep 401(k) Plan in UT (590 participants, N/A in assets).

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 251642318.

Read our methodology - how this data is sourced, computed, and verified.

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