401(k) · DOL Form 5500 · 2022

Avista Corporation 401(k) Plan

Data updated 2026-08-25

$670M
Total assets Above avg plan size
1,847
Participants Near avg headcount
98th
Percentile by assets National rank
$362,508
Avg per participant High balance/head
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Official DOL plan name: Investment & Employee Stock Ownership Plan of Avista · Sponsored by Avista Corporation · Washington · Utilities

$670M in assets, 1,847 participants

Avista Corporation's Investment & Employee Stock Ownership Plan of Avista reported $670M in total assets and 1,847 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #633 in Utilities (738 peers)

Where Investment & Employee Stock Ownership Plan of Avista sits by assets

Investment & Employee Stock Ownership Plan of Avista sits in the top 5% of all filed plans by assets, $670M for 1,847 participants (~$362,508/participant), down 15.1% in 2022.

#633
in Utilities (738 peers)
-15.1%
assets change YoY
6.7×
vs typical plan assets (national mean)

The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Investment & Employee Stock Ownership Plan of Avista's outsized position by total assets

Investment & Employee Stock Ownership Plan of Avista vs every filed plan by assets

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

$669,552,378 Top 2% higher than 98% 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

Investment & Employee Stock Ownership Plan of Avista'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. Investment & Employee Stock Ownership Plan of Avista lands in the large band (1,847 participants).

DOL schedule card

Filing strip 910462470 · Avista Corporation PY 2022 · 401(k)

Investment & Employee Stock Ownership Plan of Avista · $670M · 1,847 · 98th

  • SCH $670M
  • SCH 1,847
  • SCH 98th
  • SCH 401(k)
  • SCH near Pbf Energy Retirement Savings Plan
  • SCH ind #633

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 Utilities retirement plans → · Plans in Washington →

Investment & Employee Stock Ownership Plan of Avista in the asset neighbourhood

Pioneer Natural Resources USA, Inc. 401(k) and Matching PlanPioneer Natural Resources US…$672MDaiichi Sankyo, Inc. Savings and Retirement PlanDaiichi Sankyo, Inc. Savings…$672MInvestment & Employee Stock Ownership Plan of AvistaInvestment & Employee Stock …$670MPbf Energy Retirement Savings PlanPbf Energy Retirement Saving…$668MSei Capital Accumulation Plan$668M
End-of-year total assets ($M) among Investment & Employee Stock Ownership Plan of Avista and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$789M
Net Assets (End of Year)$670M
Net Income-$119M
Employer EIN910462470
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avista Corporation)

Sponsor-wide plan assets over time

All Avista Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 19.7788569286202% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.22B $1.46B ▲ +19.7%
Year Plans Participants Total Assets
2022 2 3,093 $1.2B
2023 2 3,042 $1.3B
2024 2 3,132 $1.5B

Nearby 401(k) Plans in Washington

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

Investment & Employee Stock Ownership Plan of Avista vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Investment & Employee Stock Ownership Plan of Avista, Total assets ($B): 0.669552378 · Participants: 1847Investment & Employee Stock Ownership Plan of AvistaThe 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
Investment & Employee Stock Ownership Plan of Avista vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Investment & Employee Stock Ownership Plan of Avista side-by-side with 3 peers →

Investment & Employee Stock Ownership Plan of Avista's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Pbf Energy Retirement Savings Plan in NJ ($668M); by covered participants it is Great Plains Manufacturing Inc. Profit Sharing 401(k) Plan in KS (1,847 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($670M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,847 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 Investment & Employee Stock Ownership Plan of Avista assets move in 2022? ▼
Investment & Employee Stock Ownership Plan of Avista declined sharply - down 15.1% during 2022, from $789M to $670M. Reported net income was -$119M.
How have Avista Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avista Corporation's sponsor-wide assets grew 19.8%, from $1.2B to $1.5B.
Where does Investment & Employee Stock Ownership Plan of Avista rank by assets among Form 5500 filers? ▼
Investment & Employee Stock Ownership Plan of Avista ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Investment & Employee Stock Ownership Plan of Avista? ▼
Among 401(k) plans in other states, the closest by assets is Pbf Energy Retirement Savings Plan in NJ ($668M, 3,459 participants).
Which 401(k) plans cover a similar participant headcount to Investment & Employee Stock Ownership Plan of Avista? ▼
Among 401(k) plans in other states, the closest by covered participants is Great Plains Manufacturing Inc. Profit Sharing 401(k) Plan in KS (1,847 participants, $104M 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 910462470.

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.