Profit Sharing · DOL Form 5500 · 2022
Avm, L.P. Profit Sharing Plan
Data updated 2026-08-11
- $55M
- Total assets
- 88
- Participants
- 89th
- Percentile by assets
- $628,904
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $55M
- total plan assets (2022 EOY)
- 88
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $628,904
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Avm, L.P. Profit Sharing Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$12M |
| Employer EIN | 363256076 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avm, L.P.)
| 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
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Avm, L.P. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Avm, L.P. Profit Sharing Plan assets move in 2022? ▼
How have Avm, L.P. plan assets changed over time? ▼
Where does Avm, L.P. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Avm, L.P. Profit Sharing Plan? ▼
Next read for Avm, L.P. Profit Sharing Plan
Scale reading
Ways to act on Avm, L.P. Profit Sharing Plan's numbers.
- By total assets, Avm, L.P. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Avm, L.P.'s sponsor-wide assets have grown 34.7% since 2022 across 3 plan years on file. More Finance & Insurance plans