401(k) · DOL Form 5500 · 2022

Allvue Systems, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
414
Participants Below avg headcount
84th
Percentile by assets National rank
$77,468
Avg per participant Below avg balance/head
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Official DOL plan name: Allvue 401(k) Plan · Sponsored by Allvue Systems, LLC · Florida · Professional & Technical Services

$32M in assets, 414 participants

Allvue Systems, LLC's Allvue 401(k) Plan reported $32M in total assets and 414 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,173 in Professional & Technical Services (21,562 peers)

Where Allvue 401(k) Plan sits by assets

Allvue 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 414 participants (~$77,468/participant), down 2.8% in 2022.

#18,173
in Professional & Technical Services (21,562 peers)
-2.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $933K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allvue 401(k) Plan's outsized position by total assets

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

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

$32,071,607 Top 16% higher than 84% 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

Allvue 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. Allvue 401(k) Plan sits mid-pack in the medium band (414 participants).

EBSA filing schedule strip

Filing strip 208317010 · Allvue Systems, LLC PY 2022 · 401(k)

Allvue 401(k) Plan · $32M · 414 · 84th

  • RANK $32M
  • RANK 414
  • RANK 84th
  • RANK 401(k)
  • RANK near Sivalls, Inc. Employees' Profit Sharing & 401(k) Plan
  • RANK ind #18173

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 Florida →

Allvue 401(k) Plan in the asset neighbourhood

Allvue 401(k) Plan$32MSivalls, Inc. Employees' Profit Sharing & 401(k) PlanSivalls, Inc. Employees' Pro…$32MNorman Noble, Inc. 401(k) Retirement Savings PlanNorman Noble, Inc. 401(k) Re…$32MResidential Management Group, LLC 401(k) Retirement Savings PlanResidential Management Group…$32MBarrington Orthopedic Specialists, Ltd. 401(k) Profit Sharing PlanBarrington Orthopedic Specia…$32M
End-of-year total assets ($M) among Allvue 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$32M
Net Income-$933K
Employer EIN208317010
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allvue Systems, LLC)

Sponsor-wide plan assets over time

All Allvue Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 61.800838355246746% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.1M $51.9M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 414 $32M
2023 1 376 $40M
2024 1 343 $52M

Nearby 401(k) Plans in Florida

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

Allvue 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Allvue 401(k) Plan, Total assets ($B): 0.032071607 · Participants: 414Allvue 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
Allvue 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Allvue 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Sivalls, Inc. Employees' Profit Sharing & 401(k) Plan in TX ($32M); by covered participants it is Kountry Wood Products 401(k) Profit Sharing Plan in IN (414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (414 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 Allvue 401(k) Plan assets move in 2022? ▼
Allvue 401(k) Plan edged down modestly - down 2.8% during 2022, from $33M to $32M. Reported net income was -$933K.
How have Allvue Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allvue Systems, LLC's sponsor-wide assets grew 61.8%, from $32M to $52M.
Where does Allvue 401(k) Plan rank by assets among Form 5500 filers? ▼
Allvue 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allvue 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sivalls, Inc. Employees' Profit Sharing & 401(k) Plan in TX ($32M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Allvue 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kountry Wood Products 401(k) Profit Sharing Plan in IN (414 participants, $13M 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 208317010.

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.