401(k) · DOL Form 5500 · 2022

Padilla Speer Beardsley Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
211
Participants Below avg headcount
83rd
Percentile by assets National rank
$144,053
Avg per participant Near avg balance/head
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Official DOL plan name: Avenir Global US Retirement Plan · Sponsored by Padilla Speer Beardsley Inc. · Minnesota · Professional & Technical Services

$30M in assets, 211 participants

Padilla Speer Beardsley Inc.'s Avenir Global US Retirement Plan reported $30M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,022 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Avenir Global US Retirement Plan covers 211 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $30M.

#18,022
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avenir Global US Retirement Plan's outsized position by total assets

Avenir Global US Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,395,213 Top 17% higher than 83% of 139,123 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 2022

Avenir Global US Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avenir Global US Retirement Plan sits mid-pack in the medium band (211 participants).

DOL schedule card

Filing strip 410793514 · Padilla Speer Beardsley Inc. PY 2022 · 401(k)

Avenir Global US Retirement Plan · $30M · 211 · 83rd

  • PCT $30M
  • PCT 211
  • PCT 83rd
  • PCT 401(k)
  • PCT near Ftd, LLC 401(k) Plan
  • PCT ind #18022

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 Minnesota →

Avenir Global US Retirement Plan in the asset neighbourhood

Avenir Global US Retirement PlanAvenir Global US Retirement …$30MMillennium Space Systems, Inc. 401(k) PlanMillennium Space Systems, In…$30MFtd, LLC 401(k) Plan$30MRk Electric, Inc. 401(k) Profit Sharing Plan and TrustRk Electric, Inc. 401(k) Pro…$30MThe Clarke Group, Inc. Cash or Deferred Profit Sharing PlanThe Clarke Group, Inc. Cash …$30M
End-of-year total assets ($M) among Avenir Global US Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$30M
Net Income-$12M
Employer EIN410793514
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Padilla Speer Beardsley Inc.)

Sponsor-wide plan assets over time

All Padilla Speer Beardsley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 30.14480273587818% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.4M $39.6M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 211 $30M
2023 1 228 $36M
2024 1 184 $40M

Nearby 401(k) Plans in Minnesota

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

Avenir Global US Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Avenir Global US Retirement Plan, Total assets ($B): 0.030395213 · Participants: 211Avenir Global US Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Avenir Global US Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Avenir Global US Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ftd, LLC 401(k) Plan in IL ($30M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Avenir Global US Retirement Plan assets move in 2022?
Avenir Global US Retirement Plan pulled back noticeably - down 12.3% during 2022, from $35M to $30M. Reported net income was -$12M.
How have Padilla Speer Beardsley Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Padilla Speer Beardsley Inc.'s sponsor-wide assets grew 30.1%, from $30M to $40M.
Where does Avenir Global US Retirement Plan rank by assets among Form 5500 filers?
Avenir Global US Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Avenir Global US Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ftd, LLC 401(k) Plan in IL ($30M, 409 participants).
Which 401(k) plans cover a similar participant headcount to Avenir Global US Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (211 participants, $87K in assets).