401(k) · DOL Form 5500 · 2022

Avidian Wealth Solutions LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
48
Participants Small participant base
50th
Percentile by assets National rank
$101,097
Avg per participant Below avg balance/head
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Official DOL plan name: Avidian Wealth Solutions LLC 401(k) Plan · Sponsored by Avidian Wealth Solutions LLC · Texas · Finance & Insurance

$5M in assets, 48 participants

Avidian Wealth Solutions LLC's Avidian Wealth Solutions LLC 401(k) Plan reported $5M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,216 in Finance & Insurance (9,261 peers)

Avidian Wealth Solutions LLC multi-year trail

Avidian Wealth Solutions LLC's plans moved +41.9% in assets from 2022 to 2024; this filing shows Avidian Wealth Solutions LLC 401(k) Plan at $5M / 48 participants.

#3,216
in Finance & Insurance (9,261 peers)
-4.2%
assets change YoY

The plan reported a net loss of $213K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avidian Wealth Solutions LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Avidian Wealth Solutions LLC 401(k) Plan vs every filed plan by assets

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

$4,852,675 Top 50% higher than 50% 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

Avidian Wealth Solutions LLC 401(k) 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. Avidian Wealth Solutions LLC 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

DOL schedule card

Filing strip 061667250 · Avidian Wealth Solutions LLC PY 2022 · 401(k)

Avidian Wealth Solutions LLC 401(k) Plan · $5M · 48 · 50th

  • EIN $5M
  • RANK 48
  • PHOTO 50th
  • IND 401(k)
  • EOY near Protiviti Government Services, Inc. 401(k) and Profit Sharing Plan
  • 5500 ind #3216

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 Texas →

Avidian Wealth Solutions LLC 401(k) Plan in the asset neighbourhood

Avidian Wealth Solutions LLC 401(k) PlanAvidian Wealth Solutions LLC…$5MProtiviti Government Services, Inc. 401(k) and Profit Sharing PlanProtiviti Government Service…$5MSelf Enhancement, Inc. 401(k) PlanSelf Enhancement, Inc. 401(k…$5MSpokane Stainless Technologies, Inc. Employee Thrift PlanSpokane Stainless Technologi…$5MWelldoc 401(k) Profit Sharing PlanWelldoc 401(k) Profit Sharin…$5M
End-of-year total assets ($M) among Avidian Wealth Solutions LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Avidian Wealth Solutions LLC multi-year asset trail

Sponsor-wide plan assets over time

All Avidian Wealth Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.87325547249713% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.85M $6.88M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 48 $5M
2023 1 53 $5M
2024 1 45 $7M

Avidian Wealth Solutions LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$213K
Employer EIN061667250
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Avidian Wealth Solutions LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Avidian Wealth Solutions LLC 401(k) Plan, Total assets ($B): 0.004852675 · Participants: 48Avidian Wealth Solutions LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Avidian Wealth Solutions LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Avidian Wealth Solutions LLC 401(k) Plan side-by-side with 3 peers →

Avidian Wealth Solutions LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Protiviti Government Services, Inc. 401(k) and Profit Sharing Plan in CA ($5M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Avidian Wealth Solutions LLC 401(k) Plan assets move in 2022? ▼
Avidian Wealth Solutions LLC 401(k) Plan edged down modestly - down 4.2% during 2022, from $5M to $5M. Reported net income was -$213K.
How have Avidian Wealth Solutions LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avidian Wealth Solutions LLC's sponsor-wide assets grew 41.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Avidian Wealth Solutions LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Protiviti Government Services, Inc. 401(k) and Profit Sharing Plan in CA ($5M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Avidian Wealth Solutions LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M 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 061667250.

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.