401(k) · DOL Form 5500 · 2022

Avenue Capital Management II, LP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
135
Participants Small participant base
83rd
Percentile by assets National rank
$217,585
Avg per participant Above avg balance/head
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Official DOL plan name: Avenue Capital Group and Affiliates 401(k) Profit Sharing · Sponsored by Avenue Capital Management II, LP · New York · Finance & Insurance

$29M in assets, 135 participants

Avenue Capital Management II, LP's Avenue Capital Group and Affiliates 401(k) Profit Sharing reported $29M in total assets and 135 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.

  • #6,659 in Finance & Insurance (9,261 peers)

Coverage in New York

Avenue Capital Group and Affiliates 401(k) Profit Sharing covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $29M.

#6,659
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avenue Capital Group and Affiliates 401(k) Profit Sharing's outsized position by total assets

Avenue Capital Group and Affiliates 401(k) Profit Sharing vs every filed plan by assets

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

$29,373,957 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

Avenue Capital Group and Affiliates 401(k) Profit Sharing 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. Avenue Capital Group and Affiliates 401(k) Profit Sharing sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 522258514 · Avenue Capital Management II, LP PY 2022 · 401(k)

Avenue Capital Group and Affiliates 401(k) Profit Sharing · $29M · 135 · 83rd

  • BOY $29M
  • BOY 135
  • BOY 83rd
  • BOY 401(k)
  • BOY near The Western Sugar Cooperative Hourly Savings and Investment Plan
  • BOY ind #6659

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 York →

Avenue Capital Group and Affiliates 401(k) Profit Sharing in the asset neighbourhood

Avenue Capital Group and Affiliates 401(k) Profit SharingAvenue Capital Group and Aff…$29MThe Western Sugar Cooperative Hourly Savings and Investment PlanThe Western Sugar Cooperativ…$29MHarpo, Inc. 401(k) Plan$29MNeuropace, Inc. 401(k) Plan$29MArrowhead 401(k) Plan and TrustArrowhead 401(k) Plan and Tr…$29M
End-of-year total assets ($M) among Avenue Capital Group and Affiliates 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN522258514
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avenue Capital Management II, LP)

Sponsor-wide plan assets over time

All Avenue Capital Management II, LP plans reported in each filing year

Latest sponsor-wide plan assets
$37M 26.892709756468967% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.4M $37.3M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 135 $29M
2023 1 136 $32M
2024 1 137 $37M

Nearby 401(k) Plans in New York

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

Avenue Capital Group and Affiliates 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Avenue Capital Group and Affiliates 401(k) Profit Sharing, Total assets ($B): 0.029373957 · Participants: 135Avenue Capital Group and Affiliates 401(k) Profit SharingIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Avenue Capital Group and Affiliates 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants
Compare Avenue Capital Group and Affiliates 401(k) Profit Sharing side-by-side with 3 peers →

Avenue Capital Group and Affiliates 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Western Sugar Cooperative Hourly Savings and Investment Plan in CO ($29M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Avenue Capital Group and Affiliates 401(k) Profit Sharing assets move in 2022? ▼
Avenue Capital Group and Affiliates 401(k) Profit Sharing declined sharply - down 18.0% during 2022, from $36M to $29M. Reported net income was -$6M.
How have Avenue Capital Management II, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avenue Capital Management II, LP's sponsor-wide assets grew 26.9%, from $29M to $37M.
Where does Avenue Capital Group and Affiliates 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Avenue Capital Group and Affiliates 401(k) Profit Sharing 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 Avenue Capital Group and Affiliates 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is The Western Sugar Cooperative Hourly Savings and Investment Plan in CO ($29M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Avenue Capital Group and Affiliates 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A 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 522258514.

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.