401(k) · DOL Form 5500 · 2022

Lewis Johs Avallone Aviles, LLP 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
108
Participants Small participant base
80th
Percentile by assets National rank
$223,556
Avg per participant Above avg balance/head
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Official DOL plan name: Lewis Johs Avallone Aviles Retirement Plan · Sponsored by Lewis Johs Avallone Aviles, LLP · New York · Professional & Technical Services

$24M in assets, 108 participants

Lewis Johs Avallone Aviles, LLP's Lewis Johs Avallone Aviles Retirement Plan reported $24M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,333 in Professional & Technical Services (21,562 peers)

Coverage in New York

Lewis Johs Avallone Aviles Retirement Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $24M.

#17,333
in Professional & Technical Services (21,562 peers)
-19.6%
assets change YoY
0.2×
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.

Lewis Johs Avallone Aviles Retirement Plan's outsized position by total assets

Lewis Johs Avallone Aviles Retirement Plan vs every filed plan by assets

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

$24,144,006 Top 20% higher than 80% 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

Lewis Johs Avallone Aviles Retirement Plan 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. Lewis Johs Avallone Aviles Retirement Plan sits mid-pack in the medium band (108 participants).

Plan-year Form 5500 strip

Filing strip 113168894 · Lewis Johs Avallone Aviles, LLP PY 2022 · 401(k)

Lewis Johs Avallone Aviles Retirement Plan · $24M · 108 · 80th

  • EIN $24M
  • RANK 108
  • PHOTO 80th
  • IND 401(k)
  • EOY near Cfc Retirement Plan
  • 5500 ind #17333

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 Professional & Technical Services retirement plans → · Plans in New York →

Lewis Johs Avallone Aviles Retirement Plan in the asset neighbourhood

Agilis Group, Inc. 401(k) Retirement Savings PlanAgilis Group, Inc. 401(k) Re…$24MLift-All Company, Inc. Profit Sharing PlanLift-All Company, Inc. Profi…$24MLewis Johs Avallone Aviles Retirement PlanLewis Johs Avallone Aviles R…$24MCfc Retirement Plan$24MDelaware Elevator, Inc. Retirement PlanDelaware Elevator, Inc. Reti…$24M
End-of-year total assets ($M) among Lewis Johs Avallone Aviles Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$24M
Net Income-$6M
Employer EIN113168894
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Johs Avallone Aviles, LLP)

Sponsor-wide plan assets over time

All Lewis Johs Avallone Aviles, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$31M 26.581607874020573% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $30.6M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 108 $24M
2023 1 103 $26M
2024 1 105 $31M

Nearby 401(k) Plans in New York

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

Lewis Johs Avallone Aviles Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lewis Johs Avallone Aviles Retirement Plan, Total assets ($B): 0.024144006 · Participants: 108Lewis Johs Avallone Aviles Retirement PlanIBM 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
Lewis Johs Avallone Aviles Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lewis Johs Avallone Aviles Retirement Plan side-by-side with 3 peers →

Lewis Johs Avallone Aviles Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cfc Retirement Plan in VT ($24M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Lewis Johs Avallone Aviles Retirement Plan assets move in 2022? ▼
Lewis Johs Avallone Aviles Retirement Plan declined sharply - down 19.6% during 2022, from $30M to $24M. Reported net income was -$6M.
How have Lewis Johs Avallone Aviles, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Johs Avallone Aviles, LLP's sponsor-wide assets grew 26.6%, from $24M to $31M.
Where does Lewis Johs Avallone Aviles Retirement Plan rank by assets among Form 5500 filers? ▼
Lewis Johs Avallone Aviles Retirement Plan ranks in the 80th 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 Lewis Johs Avallone Aviles Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cfc Retirement Plan in VT ($24M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Lewis Johs Avallone Aviles Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 113168894.

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.