Filings through Oct 24, 2026.

Retirement plan

American Oncology Network, Inc. 401(k) Profit Sharing Plan and Trust

Name: AMERICAN ONCOLOGY NETWORK, INC. - AMERICAN ONCOLOGY NETWORK, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: AMERICAN ONCOLOGY NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN ONCOLOGY NETWORK, INC. 401(K) PROFIT SHARING PLAN AND TRUST, AMERICAN ONCOLOGY NETWORK, INC.

American Oncology Network, Inc.EIN 85-3984427Plan #001PY 2024Filed Oct 14, 2025

14543 GLOBAL PKWY FL 2 - FORT MYERS, FL 33913239-231-7635aoncology.comLinkedIn1001-5000 employeesmedical practice

Prospect flagsLow participationFund lineup: 27 funds, $95.5M

How to read this page

Total assets (EOY)

$100.1M

No prior year

Total participants

2,005

No prior year

Average account balance

$82,881

No prior year

Annual return

25.39%

No prior year

Benchmarks

See 1,443 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,443 peers

Snapshot2024

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$166,501
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780	Advisory (Plan)	$50,000
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624	Advisory (Participants)	$0

Fund lineup

CSV with Pro

27 funds of $250K or more; 26 lines in all, holding $95.5M of the plan's $100M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts80%median 0% for plans of $50M to $250M (12,546 plans)

In index funds13%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series78%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockNo

Target-date series: Principal LifeTime, collective trust, 78% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund	Principal	Collective trust	$74.8M	78.3%
Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$6.7M	7.0%
MFS Growth Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$1.8M	1.9%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.3M	1.4%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.2M	1.3%
Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund	Prudential (PGIM)	Mutual fund	$1.1M	1.2%
Stable Value Fund Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.1M	1.2%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$917K	1.0%
PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$832K	0.9%
Blackrock Mid Cap Growth Equity Fund CL L1 BlackRock · Mutual fund	BlackRock	Mutual fund	$762K	0.8%

See the other 16 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$168K

$94 / participant

Contract admin$167K99.4%
Other / not subdivided$9460.6%

% of EOY assets

0.168%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: KERKERING, BARBERIO & CO
Auditor EIN: 591753337
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP1+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$166,501

CREATIVE PLANNING LLC1+ years

Filed as: CREATIVE PLANNING, INC.

Service code 27 · EIN 43-1270780

Advisory (Plan)

$50,000

CREATIVE PLANNING LLC1+ years

Filed as: CREATIVE PLANNING, LLC

Service code 26 · EIN 84-4519624

Advisory (Participants)

Fund

Dollars

% of funds%

Principal LifeTime

Principal · Collective trust

Target-date, 13 vintagesRecordkeeper's own fund

$74.8M

78.3%

Vanguard Total Stock Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$6.7M

7.0%

MFS Growth Fund R6

MFS (Sun Life) · Mutual fund

$1.8M

1.9%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.3M

1.4%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.2M

1.3%

Pgim Total Return Bond Fund Class R6

Prudential (PGIM) · Mutual fund

$1.1M

1.2%

Stable Value Fund

Principal · Insurance contract

Recordkeeper's own fund

$1.1M

1.2%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$917K

1.0%

PIMCO Income Fund Institutional

PIMCO (Allianz) · Mutual fund

$832K

0.9%

Blackrock Mid Cap Growth Equity Fund CL L1

BlackRock · Mutual fund

$762K

0.8%

American Oncology Network, Inc. 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

American Oncology Network, Inc. 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion