401(k) · DOL Form 5500 · 2022
Avalon Trust Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $679,005
- Avg per participant High balance/head
Official DOL plan name: Avalon Trust Company 401(k) Profit Sharing Plan · Sponsored by Avalon Trust Company · New Mexico · Finance & Insurance
$9M in assets, 13 participants
Avalon Trust Company's Avalon Trust Company 401(k) Profit Sharing Plan reported $9M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,235 in Finance & Insurance (9,261 peers)
2022 asset change
Avalon Trust Company 401(k) Profit Sharing Plan pulled back noticeably 14.1% in 2022 ($10M → $9M) for 13 participants.
- #4,235
- in Finance & Insurance (9,261 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Avalon Trust Company 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Avalon Trust Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,827,066 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Avalon Trust Company 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avalon Trust Company 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 850445928 · Avalon Trust Company PY 2022 · 401(k)
Avalon Trust Company 401(k) Profit Sharing Plan · $9M · 13 · 62nd
- BOOK $9M
- VS-ST 13
- BOY 62nd
- SCH 401(k)
- EBSA near Hr Butler Mep Retirement Plan
- PART ind #4235
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 Finance & Insurance retirement plans → · Plans in New Mexico →
Avalon Trust Company 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 850445928 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Avalon Trust Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Hr Butler Mep Retirement Plan in OH ($9M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Hr Butler Mep Retirement Plan (OH) $9M · 475
- Mvp Sports Clubs 401(k) Plan (FL) $9M · 242
- C. Basil Ford 401(k) Plan (NY) $9M · 93
- Cal Cardroom Employee Benefit Plan (CA) $9M · 589
Similar participant headcount
Nearest other-state filings by covered participants (13 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.