Profit Sharing · DOL Form 5500 · 2022

Avera Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$401K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$80,184
Avg per participant Below avg balance/head
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Official DOL plan name: Avera Enterprises, Inc. Retirement Plan · Sponsored by Avera Enterprises, Inc. · North Carolina · Other Services

$401K in assets, 5 participants

Avera Enterprises, Inc.'s Avera Enterprises, Inc. Retirement Plan reported $401K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,933 in Other Services (8,398 peers)

2022 asset change

Avera Enterprises, Inc. Retirement Plan grew at a solid clip 13.8% in 2022 ($352K → $401K) for 5 participants.

#2,933
in Other Services (8,398 peers)
+13.8%
assets growth YoY

Avera Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Avera Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$400,920 16th percentile higher than 16% 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

Avera Enterprises, 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. Avera Enterprises, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 465677903 · Avera Enterprises, Inc. PY 2022 · Profit Sharing

Avera Enterprises, Inc. Retirement Plan · $401K · 5 · 16th

  • PHOTO $401K
  • PHOTO 5
  • PHOTO 16th
  • PHOTO Profit Sharing
  • PHOTO near Kim-Yu Associates, S.C. Profit Sharing Plan & Trust
  • PHOTO ind #2933

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 Other Services retirement plans → · Plans in North Carolina →

Avera Enterprises, Inc. Retirement Plan in the asset neighbourhood

Avera Enterprises, Inc. Retirement PlanAvera Enterprises, Inc. Reti…$401KKim-Yu Associates, S.C. Profit Sharing Plan & TrustKim-Yu Associates, S.C. Prof…$401KMidwest Outdoor Living, Inc. Retirement PlanMidwest Outdoor Living, Inc.…$401KCrivelli Chevrolet Buick, Inc Profit Sharing PlanCrivelli Chevrolet Buick, In…$401KLucky Star Holdings, Inc. Retirement PlanLucky Star Holdings, Inc. Re…$401K
End-of-year total assets ($M) among Avera Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Avera Enterprises, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Avera Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$429K 7.046792377531677% vs 2022
2024 filing year
$0.39M$0.4M$0.41M$0.42M$0.43M$0.44M 202220232024 $0.4M $0.43M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 5 $401K
2023 1 5 $405K
2024 1 5 $429K

2022 asset-move particulars

Total Assets (Beginning of Year)$352K
Net Assets (End of Year)$401K
Net Income$49K
Employer EIN465677903
Plan Effective Date2014-05-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Avera Enterprises, 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 ($B) Participants Avera Enterprises, Inc. Retirement Plan, Total assets ($B): 0.00040092 · Participants: 5Avera Enterprises, 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
Avera Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Avera Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Avera Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Kim-Yu Associates, S.C. Profit Sharing Plan & Trust in IL ($401K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Avera Enterprises, Inc. Retirement Plan assets move in 2022? ▼
Avera Enterprises, Inc. Retirement Plan grew at a solid clip - up 13.8% during 2022, from $352K to $401K. Reported net income was $49K.
How have Avera Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avera Enterprises, Inc.'s sponsor-wide assets grew 7.0%, from $401K to $429K.
Where does Avera Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Avera Enterprises, Inc. Retirement Plan ranks in the 16th 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 Avera Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kim-Yu Associates, S.C. Profit Sharing Plan & Trust in IL ($401K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Avera Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 465677903.

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.