401(k) · DOL Form 5500 · 2022
Avertium, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $46,085
- Avg per participant Low balance/head
Official DOL plan name: Avertium, LLC 401(k) Plan · Sponsored by Avertium, LLC · Tennessee · Professional & Technical Services
$9M in assets, 194 participants
Avertium, LLC's Avertium, LLC 401(k) Plan reported $9M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,174 in Professional & Technical Services (21,562 peers)
Coverage in Tennessee
Avertium, LLC 401(k) Plan covers 194 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.
- #13,174
- in Professional & Technical Services (21,562 peers)
- -10.7%
- assets change YoY
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.
Avertium, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Avertium, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,940,453 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Avertium, LLC 401(k) 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. Avertium, LLC 401(k) Plan sits mid-pack in the medium band (194 participants).
EBSA filing schedule strip
Filing strip 262158097 · Avertium, LLC PY 2022 · 401(k)
Avertium, LLC 401(k) Plan · $9M · 194 · 63rd
- ASSETS $9M
- ASSETS 194
- ASSETS 63rd
- ASSETS 401(k)
- ASSETS near B3h 401(k) Plan
- ASSETS ind #13174
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 Tennessee →
Avertium, LLC 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 262158097 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avertium, LLC)
Sponsor-wide plan assets over time
All Avertium, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 48.20704275275537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $9M |
| 2023 | 1 | 212 | $11M |
| 2024 | 1 | 167 | $13M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Avertium, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is B3h 401(k) Plan in FL ($9M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- B3h 401(k) Plan (FL) $9M · 135
- Fitzmark, LLC 401(k) Plan (IN) $9M · 305
- Caledonia Haulers, Inc. Profit Sharing Plan (MN) $9M · 292
- The Kennedy Group, Inc. 401(k) Profit Sharing Plan (OH) $9M · 93
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- L.I.F. Industries, Inc. 401(k) Plan (NY) 194 · 0 off
- B.E.a.T., LLC 401(k) Plan (TX) 194 · 0 off
- Rainbow Grocery Cooperative, Inc. Retirement Plan (CA) 194 · 0 off
- Msr- Fsr 401(k) Plan (AZ) 194 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.