Profit Sharing · DOL Form 5500 · 2022

Avm, L.P. Profit Sharing Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
88
Participants Small participant base
89th
Percentile by assets National rank
$628,904
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avm, L.P. Profit Sharing Plan · Sponsored by Avm, L.P. · Florida · Finance & Insurance

$55M in assets, 88 participants

Avm, L.P.'s Avm, L.P. Profit Sharing Plan reported $55M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,590 in Finance & Insurance (9,261 peers)

Where Avm, L.P. Profit Sharing Plan sits by assets

Avm, L.P. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 88 participants (~$628,904/participant), down 17.7% in 2022.

#7,590
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avm, L.P. Profit Sharing Plan's outsized position by total assets

Avm, L.P. Profit Sharing Plan vs every filed plan by assets

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

$55,343,535 Top 11% higher than 89% 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

Avm, L.P. Profit Sharing 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. Avm, L.P. Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 363256076 · Avm, L.P. PY 2022 · Profit Sharing

Avm, L.P. Profit Sharing Plan · $55M · 88 · 89th

  • PCT $55M
  • EIN 88
  • RANK 89th
  • PHOTO Profit Sharing
  • IND near Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund
  • EOY ind #7590

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 Florida →

Avm, L.P. Profit Sharing Plan in the asset neighbourhood

Family Healthcare Network Profit Sharing PlanFamily Healthcare Network Pr…$56MAvm, L.P. Profit Sharing Plan$55MIronworkers Local No 55 Profit Sharing Annuity Plan and Trust FundIronworkers Local No 55 Prof…$55MUpland Hills Health 403(b) Retirement PlanUpland Hills Health 403(b) R…$55MOneida Healthcare Center 403(b) PlanOneida Healthcare Center 403…$55M
End-of-year total assets ($M) among Avm, L.P. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$55M
Net Income-$12M
Employer EIN363256076
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avm, L.P.)

Sponsor-wide plan assets over time

All Avm, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 34.67518473476622% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.3M $74.5M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 88 $55M
2023 1 84 $65M
2024 1 77 $75M

Nearby Profit Sharing Plans in Florida

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

Avm, L.P. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Avm, L.P. Profit Sharing Plan, Total assets ($B): 0.055343535 · Participants: 88Avm, L.P. Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Avm, L.P. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Avm, L.P. Profit Sharing Plan side-by-side with 3 peers →

Avm, L.P. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($55M); by covered participants it is Cb Squared Services, Inc. Profit Sharing Plan in VA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Avm, L.P. Profit Sharing Plan assets move in 2022? ▼
Avm, L.P. Profit Sharing Plan declined sharply - down 17.7% during 2022, from $67M to $55M. Reported net income was -$12M.
How have Avm, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avm, L.P.'s sponsor-wide assets grew 34.7%, from $55M to $75M.
Where does Avm, L.P. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Avm, L.P. Profit Sharing Plan ranks in the 89th 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 Profit Sharing plans are similar in size to Avm, L.P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($55M, 702 participants).
Which Profit Sharing plans cover a similar participant headcount to Avm, L.P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cb Squared Services, Inc. Profit Sharing Plan in VA (88 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 363256076.

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.