401(k) · DOL Form 5500 · 2022

Avery Real Estate Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$635,986
Avg per participant High balance/head
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Official DOL plan name: Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Avery Real Estate Holdings, Inc. · Colorado · Finance & Insurance

$1M in assets, 2 participants

Avery Real Estate Holdings, Inc.'s Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,713 in Finance & Insurance (9,261 peers)

Avery Real Estate Holdings, Inc. multi-year trail

Avery Real Estate Holdings, Inc.'s plans moved -55.1% in assets from 2022 to 2024; this filing shows Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan at $1M / 2 participants.

#1,713
in Finance & Insurance (9,261 peers)
+6.6%
assets growth YoY

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,271,971 28th percentile higher than 28% 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

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 474582677 · Avery Real Estate Holdings, Inc. PY 2022 · 401(k)

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan · $1M · 2 · 28th

  • BOY $1M
  • BOY 2
  • BOY 28th
  • BOY 401(k)
  • BOY near New Age Protection, Inc. 401(k) Plan
  • BOY ind #1713

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 Finance & Insurance retirement plans → · Plans in Colorado →

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing PlanAvery Real Estate Holdings, …$1MNew Age Protection, Inc. 401(k) PlanNew Age Protection, Inc. 401…$1MRockford Realty 401(k) Plan$1MMfxg Inc. 401(k) Plan$1MM Squared Associates 401(k) Profit Sharing Plan and TrustM Squared Associates 401(k) …$1M
End-of-year total assets ($M) among Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Avery Real Estate Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Avery Real Estate Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 55.09220591914462% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $2.36M $1.06M ▼ -55.1%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 1 2 $857K
2024 1 2 $1M

Avery Real Estate Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$79K
Employer EIN474582677
Plan Effective Date2015-07-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001271971 · Participants: 2Avery Real Estate Holdings, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is New Age Protection, Inc. 401(k) Plan in VA ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.6% during 2022, from $1M to $1M. Reported net income was $79K.
How have Avery Real Estate Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avery Real Estate Holdings, Inc.'s sponsor-wide assets declined 55.1%, from $2M to $1M.
Which 401(k) plans are similar in size to Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Age Protection, Inc. 401(k) Plan in VA ($1M, 594 participants).
Which 401(k) plans cover a similar participant headcount to Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 474582677.

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.