401(k) · DOL Form 5500 · 2023

Avantia, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 37
Participants Small participant base: 51st
Percentile by assets National rank: $190,899
Avg per participant Above avg balance/head

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Official DOL plan name: Avantia, Inc. 401(k) Plan · Sponsored by Avantia, Inc. · Ohio · Professional & Technical Services

$7M in assets, 37 participants

Avantia, Inc.'s Avantia, Inc. 401(k) Plan reported $7M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#10,083 in Professional & Technical Services (20,321 peers)

Avantia, Inc. multi-year trail

Avantia, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows Avantia, Inc. 401(k) Plan at $7M / 37 participants.

#10,083
in Professional & Technical Services (20,321 peers): +22.1%
assets growth YoY

Avantia, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Avantia, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,063,256 Top 49% higher than 51% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Avantia, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avantia, Inc. 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Avantia, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Avantia, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341938245 · Avantia, Inc. PY 2023 · 401(k)

Avantia, Inc. 401(k) Plan · $7M · 37 · 51st

EIN $7M
EIN 37
EIN 51st
EIN 401(k)
EIN near Keystone Sports and Entertainment LLC Employees Savings Trust
EIN ind #10083

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 Ohio →

End-of-year total assets ($M) among Avantia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Avantia, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $8M 46.587238097773835% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	37	$6M
2023	1	37	$7M
2024	1	33	$8M

Avantia, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	341938245
Plan Effective Date	2002-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Avantia, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Avantia, Inc. 401(k) Plan side-by-side with 3 peers →

Avantia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Keystone Sports and Entertainment LLC Employees Savings Trust in PA ($7M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Keystone Sports and Entertainment LLC Employees Savings Trust (PA) $7M · 264
Mcmanis & Monsalve Associates Profit Sharing Plan (MD) $7M · 109
Razr Marketing, Inc. Profit Sharing Plan (MN) $7M · 113
Harbor Beach Community Hospital Pension & Tax Def Savings Plan (MI) $7M · 179

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

Carbon Health 401(k) Plan (CA) 37 · 0 off
Carnahan Evans PC Profit Sharing Plan (MO) 37 · 0 off
Eligijus P Lelis, Md & Assoc, Sc Cash or Deferred Profit Sharing Pl (IL) 37 · 0 off
Mister Price Inc Helapan 1165 Retirement Plan (PR) 37 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Avantia, Inc. 401(k) Plan assets move in 2023? ▼

Avantia, Inc. 401(k) Plan grew sharply - up 22.1% during 2023, from $6M to $7M. Reported net income was $1M.

How have Avantia, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Avantia, Inc.'s sponsor-wide assets grew 46.6%, from $6M to $8M.

Which 401(k) plans are similar in size to Avantia, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Keystone Sports and Entertainment LLC Employees Savings Trust in PA ($7M, 264 participants).

Which 401(k) plans cover a similar participant headcount to Avantia, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341938245.