401(k) · DOL Form 5500 · 2022

Avma Life Trust, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,941
Participants Near avg headcount
84th
Percentile by assets National rank
$16,545
Avg per participant Low balance/head
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Official DOL plan name: Avma Life Trust, LLC 401(k) Plan · Sponsored by Avma Life Trust, LLC · Illinois · Professional & Technical Services

$32M in assets, 1,941 participants

Avma Life Trust, LLC's Avma Life Trust, LLC 401(k) Plan reported $32M in total assets and 1,941 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.

  • #18,177 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Avma Life Trust, LLC 401(k) Plan covers 1,941 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $32M.

#18,177
in Professional & Technical Services (21,562 peers)
+96.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avma Life Trust, LLC 401(k) Plan's outsized position by total assets

Avma Life Trust, LLC 401(k) Plan vs every filed plan by assets

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

$32,114,755 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

Avma Life Trust, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avma Life Trust, LLC 401(k) Plan lands in the large band (1,941 participants).

Published 5500 schedule card

Filing strip 842685033 · Avma Life Trust, LLC PY 2022 · 401(k)

Avma Life Trust, LLC 401(k) Plan · $32M · 1,941 · 84th

  • EIN $32M
  • RANK 1,941
  • PHOTO 84th
  • IND 401(k)
  • EOY near Red.Com 401(k) Plan
  • 5500 ind #18177

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 Illinois →

Avma Life Trust, LLC 401(k) Plan in the asset neighbourhood

Red.Com 401(k) Plan$32MNicholas & Company 401(k) Profit Sharing PlanNicholas & Company 401(k) Pr…$32MSound Employees Retirement PlanSound Employees Retirement P…$32M403(b) Thrift Plan of Greenwood Genetic Center403(b) Thrift Plan of Greenw…$32MAvma Life Trust, LLC 401(k) PlanAvma Life Trust, LLC 401(k) …$32M
End-of-year total assets ($M) among Avma Life Trust, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$32M
Net Income$13M
Employer EIN842685033
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avma Life Trust, LLC)

Sponsor-wide plan assets over time

All Avma Life Trust, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 132.6042406364302% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $32.1M $74.7M ▲ +132.6%
Year Plans Participants Total Assets
2022 1 1,941 $32M
2023 1 3,218 $53M
2024 1 3,422 $75M

Nearby 401(k) Plans in Illinois

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

Avma Life Trust, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Avma Life Trust, LLC 401(k) Plan, Total assets ($B): 0.032114755 · Participants: 1941Avma Life Trust, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Avma Life Trust, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Avma Life Trust, LLC 401(k) Plan side-by-side with 3 peers →

Avma Life Trust, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Red.Com 401(k) Plan in CA ($32M); by covered participants it is Banner Corporation 401(k)/Profit Sharing Plan in WA (1,941 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,941 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 Avma Life Trust, LLC 401(k) Plan assets move in 2022? ▼
Avma Life Trust, LLC 401(k) Plan surged - up 96.4% during 2022, from $16M to $32M. Reported net income was $13M.
How have Avma Life Trust, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avma Life Trust, LLC's sponsor-wide assets grew 132.6%, from $32M to $75M.
Where does Avma Life Trust, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Avma Life Trust, LLC 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 Avma Life Trust, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red.Com 401(k) Plan in CA ($32M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Avma Life Trust, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banner Corporation 401(k)/Profit Sharing Plan in WA (1,941 participants, $194M 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 842685033.

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.