401(k) · DOL Form 5500 · 2022

Avepoint, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
307
Participants Below avg headcount
77th
Percentile by assets National rank
$65,694
Avg per participant Below avg balance/head
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Official DOL plan name: Avepoint, Inc. 401(k) Savings Plan · Sponsored by Avepoint, Inc. · New Jersey · Professional & Technical Services

$20M in assets, 307 participants

Avepoint, Inc.'s Avepoint, Inc. 401(k) Savings Plan reported $20M in total assets and 307 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,743 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Avepoint, Inc. 401(k) Savings Plan covers 307 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#16,743
in Professional & Technical Services (21,562 peers)
-6.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$20,168,053 Top 23% higher than 77% 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

Avepoint, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avepoint, Inc. 401(k) Savings Plan sits mid-pack in the medium band (307 participants).

Published 5500 schedule card

Filing strip 834461709 · Avepoint, Inc. PY 2022 · 401(k)

Avepoint, Inc. 401(k) Savings Plan · $20M · 307 · 77th

  • PCT $20M
  • PCT 307
  • PCT 77th
  • PCT 401(k)
  • PCT near Karl Chevrolet, Inc. 401(k) Plan
  • PCT ind #16743

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 New Jersey →

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

Avepoint, Inc. 401(k) Savings PlanAvepoint, Inc. 401(k) Saving…$20MKarl Chevrolet, Inc. 401(k) PlanKarl Chevrolet, Inc. 401(k) …$20MCenturion Pipeline Company, LLC 401(k) PlanCenturion Pipeline Company, …$20MKalas Manufacturing, Inc. Profit Sharing and 401(k) PlanKalas Manufacturing, Inc. Pr…$20MSambanova Systems, Inc. 401(k) PlanSambanova Systems, Inc. 401(…$20M
End-of-year total assets ($M) among Avepoint, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$1M
Employer EIN834461709
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avepoint, Inc.)

Sponsor-wide plan assets over time

All Avepoint, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 64.24077723318162% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $33.1M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 307 $20M
2023 1 288 $26M
2024 1 294 $33M

Nearby 401(k) Plans in New Jersey

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

Avepoint, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Avepoint, Inc. 401(k) Savings Plan, Total assets ($B): 0.020168053 · Participants: 307Avepoint, Inc. 401(k) Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Avepoint, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Outside New Jersey, the nearest 401(k) by assets is Karl Chevrolet, Inc. 401(k) Plan in IA ($20M); by covered participants it is Avaap USA, LLC 401(k) in OH (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Avepoint, Inc. 401(k) Savings Plan assets move in 2022?
Avepoint, Inc. 401(k) Savings Plan pulled back noticeably - down 6.9% during 2022, from $22M to $20M. Reported net income was -$1M.
How have Avepoint, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Avepoint, Inc.'s sponsor-wide assets grew 64.2%, from $20M to $33M.
Where does Avepoint, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers?
Avepoint, Inc. 401(k) Savings Plan ranks in the 77th 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 401(k) plans are similar in size to Avepoint, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Karl Chevrolet, Inc. 401(k) Plan in IA ($20M, 580 participants).
Which 401(k) plans cover a similar participant headcount to Avepoint, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Avaap USA, LLC 401(k) in OH (307 participants, $34M in assets).