Profit Sharing · DOL Form 5500 · 2022

Awvo Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$508K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$72,544
Avg per participant Below avg balance/head
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Official DOL plan name: Awvo Holdings Inc. Retirement Plan · Sponsored by Awvo Holdings Inc. · North Carolina · Wholesale Trade

$508K in assets, 7 participants

Awvo Holdings Inc.'s Awvo Holdings Inc. Retirement Plan reported $508K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #627 in Wholesale Trade (6,843 peers)

Awvo Holdings Inc. multi-year trail

Awvo Holdings Inc.'s plans moved +53.4% in assets from 2022 to 2024; this filing shows Awvo Holdings Inc. Retirement Plan at $508K / 7 participants.

#627
in Wholesale Trade (6,843 peers)
-59.3%
assets change YoY

The plan reported a net loss of $740K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Awvo Holdings Inc. Retirement Plan among the smaller filed plans by assets

Awvo Holdings Inc. Retirement Plan vs every filed plan by assets

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

$507,809 18th percentile higher than 18% 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

Awvo Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Awvo Holdings Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 820827125 · Awvo Holdings Inc. PY 2022 · Profit Sharing

Awvo Holdings Inc. Retirement Plan · $508K · 7 · 18th

  • EIN $508K
  • EIN 7
  • EIN 18th
  • EIN Profit Sharing
  • EIN near Lockamy & Associates Inc. Retirement Plan
  • EIN ind #627

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Awvo Holdings Inc. Retirement Plan in the asset neighbourhood

Awvo Holdings Inc. Retirement PlanAwvo Holdings Inc. Retiremen…$508KLockamy & Associates Inc. Retirement PlanLockamy & Associates Inc. Re…$508KBecker Holdings, Inc. Retirement PlanBecker Holdings, Inc. Retire…$508KShore Mobility, Inc., Retirement PlanShore Mobility, Inc., Retire…$508KRetus Group, Inc. Profit Sharing Plan and TrustRetus Group, Inc. Profit Sha…$508K
End-of-year total assets ($M) among Awvo Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Awvo Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Awvo Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$779K 53.42737131480537% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.51M $0.78M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 7 $508K
2023 1 5 $671K
2024 1 5 $779K

Awvo Holdings Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$508K
Net Income-$740K
Employer EIN820827125
Plan Effective Date2017-03-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Awvo Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Awvo Holdings Inc. Retirement Plan, Total assets ($B): 0.000507809 · Participants: 7Awvo Holdings Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Awvo Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Awvo Holdings Inc. Retirement Plan side-by-side with 3 peers →

Awvo Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Lockamy & Associates Inc. Retirement Plan in TX ($508K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Awvo Holdings Inc. Retirement Plan assets move in 2022? ▼
Awvo Holdings Inc. Retirement Plan contracted severely - down 59.3% during 2022, from $1M to $508K. Reported net income was -$740K.
How have Awvo Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Awvo Holdings Inc.'s sponsor-wide assets grew 53.4%, from $508K to $779K.
Where does Awvo Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Awvo Holdings Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Awvo Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lockamy & Associates Inc. Retirement Plan in TX ($508K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Awvo Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820827125.

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.