401(k) · DOL Form 5500 · 2022
Avista Corporation 401(k) Plan
Data updated 2026-08-11
- $670M
- Total assets
- 1,847
- Participants
- 98th
- Percentile by assets
- $362,508
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $670M
- total plan assets (2022 EOY)
- 1,847
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $362,508
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Investment & Employee Stock Ownership Plan of Avista outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 6.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $789M |
|---|---|
| Net Assets (End of Year) | $670M |
| Net Income | -$119M |
| Employer EIN | 910462470 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avista Corporation)
| 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
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Investment & Employee Stock Ownership Plan of Avista by total assets, not by location.
- Pbf Energy Retirement Savings Plan (NJ) $668M · 3,459
- Sei Capital Accumulation Plan (PA) $668M · 3,650
- Daiichi Sankyo, Inc. Savings and Retirement Plan (NJ) $672M · 1,484
- Pioneer Natural Resources USA, Inc. 401(k) and Matching Plan (TX) $672M · 1,929
Frequently Asked Questions
How did Investment & Employee Stock Ownership Plan of Avista assets move in 2022? ▼
How have Avista Corporation plan assets changed over time? ▼
Where does Investment & Employee Stock Ownership Plan of Avista rank by assets among Form 5500 filers? ▼
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Next read for Investment & Employee Stock Ownership Pl…
Scale reading
Ways to act on Investment & Employee Stock Ownership Plan of Avista's numbers.
- By total assets, Investment & Employee Stock Ownership Plan of Avista ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Avista Corporation's sponsor-wide assets have grown 19.8% since 2022 across 3 plan years on file. More Utilities plans