401(k) · DOL Form 5500 · 2022

Avalon Ventures Management, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
9
Participants Small participant base
64th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avalon Ventures Management, LLC 401(k) Profit Sharing Plan · Sponsored by Avalon Ventures Management, LLC · California · Finance & Insurance

$10M in assets, 9 participants

Avalon Ventures Management, LLC's Avalon Ventures Management, LLC 401(k) Profit Sharing Plan reported $10M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,440 in Finance & Insurance (9,261 peers)

Avalon Ventures Management, LLC multi-year trail

Avalon Ventures Management, LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Avalon Ventures Management, LLC 401(k) Profit Sharing Plan at $10M / 9 participants.

#4,440
in Finance & Insurance (9,261 peers)
-5.7%
assets change YoY

The plan reported a net loss of $589K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,818,515 Top 36% higher than 64% 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

Avalon Ventures Management, LLC 401(k) Profit Sharing 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. Avalon Ventures Management, LLC 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 330942220 · Avalon Ventures Management, LLC PY 2022 · 401(k)

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan · $10M · 9 · 64th

  • EIN $10M
  • RANK 9
  • PHOTO 64th
  • IND 401(k)
  • EOY near Dewsnup, King & Olsen 401(k) Profit Sharing Plan & Trust
  • 5500 ind #4440

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 California →

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Avalon Ventures Management, LLC 401(k) Profit Sharing PlanAvalon Ventures Management, …$10MDewsnup, King & Olsen 401(k) Profit Sharing Plan & TrustDewsnup, King & Olsen 401(k)…$10MGoldstein Auto Group 401(k) PlanGoldstein Auto Group 401(k) …$10MElopak, Inc. Capital Accumulation PlanElopak, Inc. Capital Accumul…$10MOriental Weavers USA Inc. 401(k) PlanOriental Weavers USA Inc. 40…$10M
End-of-year total assets ($M) among Avalon Ventures Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Avalon Ventures Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Avalon Ventures Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 33.333900289402216% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.82M $13.1M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 9 $10M
2023 1 9 $12M
2024 1 9 $13M

Avalon Ventures Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$589K
Employer EIN330942220
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Avalon Ventures Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009818515 · Participants: 9Avalon Ventures Management, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Avalon Ventures Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dewsnup, King & Olsen 401(k) Profit Sharing Plan & Trust in UT ($10M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Avalon Ventures Management, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 5.7% during 2022, from $10M to $10M. Reported net income was -$589K.
How have Avalon Ventures Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Ventures Management, LLC's sponsor-wide assets grew 33.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Avalon Ventures Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dewsnup, King & Olsen 401(k) Profit Sharing Plan & Trust in UT ($10M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Ventures Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 330942220.

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.