401(k) · DOL Form 5500 · 2024

Advantmed, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1,451
Participants Near avg headcount
28th
Percentile by assets National rank
$1,160
Avg per participant Low balance/head
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Official DOL plan name: Advantmed 401(k) and Profit Sharing Plan · Sponsored by Advantmed, LLC · California · Administrative & Support Services

$2M in assets, 1,451 participants

Advantmed, LLC's Advantmed 401(k) and Profit Sharing Plan reported $2M in total assets and 1,451 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,266 in Administrative & Support Services (4,368 peers)

Coverage in California

Advantmed 401(k) and Profit Sharing Plan covers 1,451 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $2M.

#2,266
in Administrative & Support Services (4,368 peers)
+23.8%
assets growth YoY

Advantmed 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Advantmed 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,682,644 28th percentile higher than 28% 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

Advantmed 401(k) and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantmed 401(k) and Profit Sharing Plan lands in the large band (1,451 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advantmed 401(k) and Profit Sharing Plan reported participants rose from 188 in the plan year 2023 filing to 1,451 in the plan year 2024 filing.
  • Advantmed 401(k) and Profit Sharing Plan end-of-year assets rose from $844K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Advantmed 401(k) and Profit Sharing Plan reported net income rose from $238K in the plan year 2023 filing to $324K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 320453942 · Advantmed, LLC PY 2024 · 401(k)

Advantmed 401(k) and Profit Sharing Plan · $2M · 1,451 · 28th

  • EBSA $2M
  • EBSA 1,451
  • EBSA 28th
  • EBSA 401(k)
  • EBSA near Bancaribe International Bank, Inc. Retirement Plan
  • EBSA ind #2266

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 Administrative & Support Services retirement plans → · Plans in California →

Advantmed 401(k) and Profit Sharing Plan in the asset neighbourhood

Advantmed 401(k) and Profit Sharing PlanAdvantmed 401(k) and Profit …$2MBancaribe International Bank, Inc. Retirement PlanBancaribe International Bank…$2MMoran San Juan, Inc. Retirement PlanMoran San Juan, Inc. Retirem…$2MLouis Tumolo, Jr., D.V.M., P.C. 401(k) PlanLouis Tumolo, Jr., D.V.M., P…$2MData Abstract Solutions, Inc. 401(k) Plan & TrustData Abstract Solutions, Inc…$2M
End-of-year total assets ($M) among Advantmed 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$324K
Employer EIN320453942
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantmed, LLC)

Sponsor-wide plan assets over time

All Advantmed, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 112.267708171702% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.79M $1.68M ▲ +112.7%
Year Plans Participants Total Assets
2022 1 224 $793K
2023 1 188 $844K
2024 1 1,451 $2M

Nearby 401(k) Plans in California

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

Advantmed 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advantmed 401(k) and Profit Sharing Plan, Total assets ($B): 0.001682644 · Participants: 1451Advantmed 401(k) and Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Advantmed 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advantmed 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Advantmed 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bancaribe International Bank, Inc. Retirement Plan in PR ($2M); by covered participants it is Ken Ganley Companies Retirement Savings Plan in OH (1,451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,451 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 Advantmed 401(k) and Profit Sharing Plan assets move in 2024? ▼
Advantmed 401(k) and Profit Sharing Plan grew sharply - up 23.8% during 2024, from $1M to $2M. Reported net income was $324K.
How have Advantmed, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantmed, LLC's sponsor-wide assets grew 112.3%, from $793K to $2M.
Which 401(k) plans are similar in size to Advantmed 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bancaribe International Bank, Inc. Retirement Plan in PR ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Advantmed 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ken Ganley Companies Retirement Savings Plan in OH (1,451 participants, $54M 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 320453942.

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.