401(k) · DOL Form 5500 · 2022

Avalara, Inc. 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
2,304
Participants Above avg headcount
94th
Percentile by assets National rank
$52,043
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avalara, Inc. 401(k) Plan · Sponsored by Avalara, Inc. · Washington · Professional & Technical Services

$120M in assets, 2,304 participants

Avalara, Inc.'s Avalara, Inc. 401(k) Plan reported $120M in total assets and 2,304 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,445 in Professional & Technical Services (21,562 peers)

Where Avalara, Inc. 401(k) Plan sits by assets

Avalara, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $120M for 2,304 participants (~$52,043/participant), up 10.2% in 2022.

#20,445
in Professional & Technical Services (21,562 peers)
+10.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Avalara, Inc. 401(k) Plan's outsized position by total assets

Avalara, Inc. 401(k) Plan vs every filed plan by assets

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

$119,907,757 Top 6% higher than 94% 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

Avalara, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avalara, Inc. 401(k) Plan lands in the large band (2,304 participants).

EBSA filing schedule strip

Filing strip 911995935 · Avalara, Inc. PY 2022 · 401(k)

Avalara, Inc. 401(k) Plan · $120M · 2,304 · 94th

  • SCH $120M
  • EBSA 2,304
  • PART 94th
  • TYPE 401(k)
  • NET near Fellowes, Inc. 401(k) Retirement Plan
  • BOOK ind #20445

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 Washington →

Avalara, Inc. 401(k) Plan in the asset neighbourhood

Gmo 401(k) Profit Sharing PlanGmo 401(k) Profit Sharing Pl…$120MSps Commerce, Inc. 401(k) Retirement Savings PlanSps Commerce, Inc. 401(k) Re…$120MIdeo Profit Sharing 401(k) Plan and TrustIdeo Profit Sharing 401(k) P…$120MAvalara, Inc. 401(k) Plan$120MFellowes, Inc. 401(k) Retirement PlanFellowes, Inc. 401(k) Retire…$120M
End-of-year total assets ($M) among Avalara, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$120M
Net Income$11M
Employer EIN911995935
Plan Effective Date2006-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Avalara, Inc.)

Sponsor-wide plan assets over time

All Avalara, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$232M 93.69765127038445% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $120M $232M ▲ +93.7%
Year Plans Participants Total Assets
2022 1 2,304 $120M
2023 1 2,579 $176M
2024 1 2,522 $232M

Nearby 401(k) Plans in Washington

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

Avalara, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Avalara, Inc. 401(k) Plan, Total assets ($B): 0.119907757 · Participants: 2304Avalara, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Avalara, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Avalara, Inc. 401(k) Plan side-by-side with 3 peers →

Avalara, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Fellowes, Inc. 401(k) Retirement Plan in IL ($120M); by covered participants it is Nueterra Holdings, LLC Employees' Savings Plan in KS (2,304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,304 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 Avalara, Inc. 401(k) Plan assets move in 2022? ▼
Avalara, Inc. 401(k) Plan grew at a solid clip - up 10.2% during 2022, from $109M to $120M. Reported net income was $11M.
How have Avalara, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalara, Inc.'s sponsor-wide assets grew 93.7%, from $120M to $232M.
Where does Avalara, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Avalara, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Avalara, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fellowes, Inc. 401(k) Retirement Plan in IL ($120M, 753 participants).
Which 401(k) plans cover a similar participant headcount to Avalara, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nueterra Holdings, LLC Employees' Savings Plan in KS (2,304 participants, $103M 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 911995935.

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.