401(k) · DOL Form 5500 · 2022

Advenir Living, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
284
Participants Below avg headcount
39th
Percentile by assets National rank
$9,901
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advenir 401(k) Plan · Sponsored by Advenir Living, LLC · Florida · Real Estate

$3M in assets, 284 participants

Advenir Living, LLC's Advenir 401(k) Plan reported $3M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,935 in Real Estate (5,057 peers)

Coverage in Florida

Advenir 401(k) Plan covers 284 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#2,935
in Real Estate (5,057 peers)
-7.4%
assets change YoY

The plan reported a net loss of $226K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advenir 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Advenir 401(k) Plan vs every filed plan by assets

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

$2,811,838 39th percentile higher than 39% 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

Advenir 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. Advenir 401(k) Plan sits mid-pack in the medium band (284 participants).

Published 5500 schedule card

Filing strip 061536948 · Advenir Living, LLC PY 2022 · 401(k)

Advenir 401(k) Plan · $3M · 284 · 39th

  • VS-ST $3M
  • BOY 284
  • SCH 39th
  • EBSA 401(k)
  • PART near Con-Tech Manufacturing, Inc. 401(k) Plan
  • TYPE ind #2935

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 Real Estate retirement plans → · Plans in Florida →

Advenir 401(k) Plan in the asset neighbourhood

Advenir 401(k) Plan$3MCon-Tech Manufacturing, Inc. 401(k) PlanCon-Tech Manufacturing, Inc.…$3MCarroll Physical Therapy, Inc. 401(k) Ps Plan & TrustCarroll Physical Therapy, In…$3MUniversal Solutions International, Inc. 401(k) PlanUniversal Solutions Internat…$3MArchway Station, Inc. 401(k) Retirement PlanArchway Station, Inc. 401(k)…$3M
End-of-year total assets ($M) among Advenir 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$226K
Employer EIN061536948
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advenir Living, LLC)

Sponsor-wide plan assets over time

All Advenir Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 76.12967034373958% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.81M $4.95M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 284 $3M
2023 1 309 $4M
2024 1 284 $5M

Nearby 401(k) Plans in Florida

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

Advenir 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Advenir 401(k) Plan, Total assets ($B): 0.002811838 · Participants: 284Advenir 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Advenir 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Advenir 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Con-Tech Manufacturing, Inc. 401(k) Plan in MN ($3M); by covered participants it is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Advenir 401(k) Plan assets move in 2022?
Advenir 401(k) Plan pulled back noticeably - down 7.4% during 2022, from $3M to $3M. Reported net income was -$226K.
How have Advenir Living, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Advenir Living, LLC's sponsor-wide assets grew 76.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Advenir 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Con-Tech Manufacturing, Inc. 401(k) Plan in MN ($3M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Advenir 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants, N/A in assets).