Defined Benefit (Pension) · DOL Form 5500 · 2022

Avox Systems Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
79
Participants Small participant base
65th
Percentile by assets National rank
$129,239
Avg per participant Near avg balance/head
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Official DOL plan name: Avox Systems Union Pension Plan · Sponsored by Avox Systems Inc. · New York · Manufacturing

$10M in assets, 79 participants

Avox Systems Inc.'s Avox Systems Union Pension Plan reported $10M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,865 in Manufacturing (20,602 peers)

2022 asset change

Avox Systems Union Pension Plan declined sharply 20.2% in 2022 ($13M → $10M) for 79 participants.

#10,865
in Manufacturing (20,602 peers)
-20.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avox Systems Union Pension Plan's mid-pack asset rank among Manufacturing and all filers

Avox Systems Union Pension Plan vs every filed plan by assets

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

$10,209,856 Top 35% higher than 65% 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

Avox Systems Union Pension 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. Avox Systems Union Pension Plan is a small filing (79 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 263112854 · Avox Systems Inc. PY 2022 · Defined Benefit (Pension)

Avox Systems Union Pension Plan · $10M · 79 · 65th

  • EIN $10M
  • RANK 79
  • PHOTO 65th
  • IND Defined Benefit (Pension)
  • EOY near Allen Matkins Cash Balance Pension Plan III
  • 5500 ind #10865

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 Manufacturing retirement plans → · Plans in New York →

Avox Systems Union Pension Plan in the asset neighbourhood

Lasalle Bristol LP Pension PlanLasalle Bristol LP Pension P…$10MAppleton Group LLC Pension Plan for Bargaining Unit EmployeesAppleton Group LLC Pension P…$10MAvox Systems Union Pension PlanAvox Systems Union Pension P…$10MAllen Matkins Cash Balance Pension Plan IIIAllen Matkins Cash Balance P…$10MEmd, Inc. Employees' Retirement PlanEmd, Inc. Employees' Retirem…$10M
End-of-year total assets ($M) among Avox Systems Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Avox Systems Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Avox Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 9.576443759418314% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $48M $43.4M ▼ -9.6%
Year Plans Participants Total Assets
2022 4 475 $48M
2023 4 458 $52M
2024 4 499 $43M

2022 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN263112854
Plan Effective Date1966-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Avox Systems Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Avox Systems Union Pension Plan, Total assets ($B): 0.010209856 · Participants: 79Avox Systems Union Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Avox Systems Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Avox Systems Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Allen Matkins Cash Balance Pension Plan III in CA ($10M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (79 participants). Same-state nearby plans are listed separately above.

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 Avox Systems Union Pension Plan assets move in 2022?
Avox Systems Union Pension Plan declined sharply - down 20.2% during 2022, from $13M to $10M. Reported net income was -$3M.
How have Avox Systems Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Avox Systems Inc.'s sponsor-wide assets declined 9.6%, from $48M to $43M.
Which Defined Benefit (Pension) plans are similar in size to Avox Systems Union Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allen Matkins Cash Balance Pension Plan III in CA ($10M, 117 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avox Systems Union Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (79 participants, $28M in assets).