401(k) · DOL Form 5500 · 2023

Padilla Speer Beardsley Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
228
Participants Below avg headcount
82nd
Percentile by assets National rank
$159,428
Avg per participant Above avg balance/head
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Official DOL plan name: Avenir Global US Retirement Plan · Sponsored by Padilla Speer Beardsley Inc. · Minnesota · Professional & Technical Services

$36M in assets, 228 participants

Padilla Speer Beardsley Inc.'s Avenir Global US Retirement Plan reported $36M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,784 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Avenir Global US Retirement Plan covers 228 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $36M.

#16,784
in Professional & Technical Services (20,321 peers)
+19.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Avenir Global US Retirement Plan's outsized position by total assets

Avenir Global US Retirement Plan vs every filed plan by assets

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

$36,349,639 Top 18% higher than 82% of 127,068 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 2023

Avenir Global US Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avenir Global US Retirement Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avenir Global US Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Avenir Global US Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Avenir Global US Retirement Plan reported participants rose from 211 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410793514 · Padilla Speer Beardsley Inc. PY 2023 · 401(k)

Avenir Global US Retirement Plan · $36M · 228 · 82nd

  • PART $36M
  • TYPE 228
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Fleeson, Gooing, Coulson & Kitch, Profit Sharing Plan
  • BOY ind #16784

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 Minnesota →

Avenir Global US Retirement Plan in the asset neighbourhood

Avenir Global US Retirement PlanAvenir Global US Retirement …$36MFleeson, Gooing, Coulson & Kitch, Profit Sharing PlanFleeson, Gooing, Coulson & K…$36MConnecticut Distributors, Inc. 401(k) Profit Sharing PlanConnecticut Distributors, In…$36MMch Professional Care 401(k) TrustMch Professional Care 401(k)…$36MThe Gel Group, Inc. 401(k) PlanThe Gel Group, Inc. 401(k) P…$36M
End-of-year total assets ($M) among Avenir Global US Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN410793514
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Padilla Speer Beardsley Inc.)

Sponsor-wide plan assets over time

All Padilla Speer Beardsley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 30.14480273587818% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.4M $39.6M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 211 $30M
2023 1 228 $36M
2024 1 184 $40M

Nearby 401(k) Plans in Minnesota

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

Avenir Global US Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Avenir Global US Retirement Plan, Total assets ($B): 0.036349639 · Participants: 228Avenir Global US Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Avenir Global US Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Avenir Global US Retirement Plan side-by-side with 3 peers →

Avenir Global US Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Fleeson, Gooing, Coulson & Kitch, Profit Sharing Plan in KS ($36M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.

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 Avenir Global US Retirement Plan assets move in 2023? ▼
Avenir Global US Retirement Plan grew sharply - up 19.6% during 2023, from $30M to $36M. Reported net income was $6M.
How have Padilla Speer Beardsley Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Padilla Speer Beardsley Inc.'s sponsor-wide assets grew 30.1%, from $30M to $40M.
Where does Avenir Global US Retirement Plan rank by assets among Form 5500 filers? ▼
Avenir Global US Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Avenir Global US Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fleeson, Gooing, Coulson & Kitch, Profit Sharing Plan in KS ($36M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Avenir Global US Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 410793514.

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.