Other
2022 plan-year Other DOL Form 5500

AVOX SYSTEMS UNION PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AVOX SYSTEMS INC.

This Other plan holds $10M in total assets and serves 79 participants as of 2022. It is sponsored by AVOX SYSTEMS INC. in New York. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$10M
Participants
79
State
Industry
Manufacturing

What the Filing Says About AVOX SYSTEMS UNION PENSION PLAN

AVOX SYSTEMS UNION PENSION PLAN is a Other retirement plan sponsored by AVOX SYSTEMS INC., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 79 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 263112854, and the plan has been effective since 1966-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $10M at year-end — a decline of 20.2%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-2,583,808 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-2,583,808
Plan TypeOther
Employer EIN263112854
Plan Effective Date1966-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AVOX SYSTEMS INC.)

Year Plans Participants Total Assets
2022 4 475 $48M
2023 4 458 $52M
2024 4 499 $43M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the AVOX SYSTEMS UNION PENSION PLAN?
As of the 2022 Form 5500 filing, AVOX SYSTEMS UNION PENSION PLAN holds $10M in total assets with 79 participants. It is sponsored by AVOX SYSTEMS INC..
What type of plan is AVOX SYSTEMS UNION PENSION PLAN?
AVOX SYSTEMS UNION PENSION PLAN is a Other plan. It has been effective since 1966-02-01. The plan is filed with the U.S. Department of Labor under EIN 263112854.
Who sponsors the AVOX SYSTEMS UNION PENSION PLAN?
AVOX SYSTEMS UNION PENSION PLAN is sponsored by AVOX SYSTEMS INC., located in New York. The sponsor's EIN is 263112854 and the plan operates in the Manufacturing industry.
How did AVOX SYSTEMS UNION PENSION PLAN perform in 2022?
AVOX SYSTEMS UNION PENSION PLAN declined by 20.2% during 2022, moving from $13M to $10M in total assets. Net income was $-2,583,808.
Where can I find official filings for AVOX SYSTEMS UNION PENSION PLAN?
Official Form 5500 filings for AVOX SYSTEMS UNION PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263112854 or plan name at efast.dol.gov.
How does AVOX SYSTEMS UNION PENSION PLAN compare to other plans?
You can compare AVOX SYSTEMS UNION PENSION PLAN against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 263112854.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.