401(k) · DOL Form 5500 · 2023

Avalon Capital Group II, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
50
Participants Small participant base
64th
Percentile by assets National rank
$256,353
Avg per participant Above avg balance/head
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Official DOL plan name: Avalon Capital Group II, LLC 401(k) Plan · Sponsored by Avalon Capital Group II, LLC · South Dakota · Finance & Insurance

$13M in assets, 50 participants

Avalon Capital Group II, LLC's Avalon Capital Group II, LLC 401(k) Plan reported $13M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,341 in Finance & Insurance (8,869 peers)

Avalon Capital Group II, LLC multi-year trail

Avalon Capital Group II, LLC's plans moved +39.4% in assets from 2022 to 2024; this filing shows Avalon Capital Group II, LLC 401(k) Plan at $13M / 50 participants.

#4,341
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

Avalon Capital Group II, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Avalon Capital Group II, LLC 401(k) Plan vs every filed plan by assets

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

$12,817,640 Top 36% higher than 64% 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

Avalon Capital Group II, LLC 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. Avalon Capital Group II, LLC 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avalon Capital Group II, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Avalon Capital Group II, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Avalon Capital Group II, LLC 401(k) Plan reported participants rose from 49 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814598761 · Avalon Capital Group II, LLC PY 2023 · 401(k)

Avalon Capital Group II, LLC 401(k) Plan · $13M · 50 · 64th

  • BOY $13M
  • SCH 50
  • EBSA 64th
  • PART 401(k)
  • TYPE near Cart.Com Retirement Plan
  • NET ind #4341

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 South Dakota →

Avalon Capital Group II, LLC 401(k) Plan in the asset neighbourhood

Avalon Capital Group II, LLC 401(k) PlanAvalon Capital Group II, LLC…$13MCart.Com Retirement Plan$13MSuncoast Beverage Sales 401(k) Profit Sharing Plan & TrustSuncoast Beverage Sales 401(…$13MNu North America, Inc. 401(k) PlanNu North America, Inc. 401(k…$13MSup 401(k) Plan$13M
End-of-year total assets ($M) among Avalon Capital Group II, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Avalon Capital Group II, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Avalon Capital Group II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.440622817926965% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $15.7M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 49 $11M
2023 1 50 $13M
2024 1 53 $16M

Avalon Capital Group II, LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN814598761
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Avalon Capital Group II, LLC 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Avalon Capital Group II, LLC 401(k) Plan, Total assets ($M): 12.81764 · Participants: 50Avalon Capital Group II, LLC 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Avalon Capital Group II, LLC 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Avalon Capital Group II, LLC 401(k) Plan side-by-side with 3 peers →

Avalon Capital Group II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Cart.Com Retirement Plan in TX ($13M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Avalon Capital Group II, LLC 401(k) Plan assets move in 2023? ▼
Avalon Capital Group II, LLC 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Avalon Capital Group II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Capital Group II, LLC's sponsor-wide assets grew 39.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Avalon Capital Group II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cart.Com Retirement Plan in TX ($13M, 888 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Capital Group II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M 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 814598761.

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.