Profit Sharing · DOL Form 5500 · 2023

Awvo Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$671K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$134,210
Avg per participant Near avg balance/head
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Official DOL plan name: Awvo Holdings Inc. Retirement Plan · Sponsored by Awvo Holdings Inc. · North Carolina · Wholesale Trade

$671K in assets, 5 participants

Awvo Holdings Inc.'s Awvo Holdings Inc. Retirement Plan reported $671K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #680 in Wholesale Trade (6,309 peers)

Awvo Holdings Inc. multi-year trail

Awvo Holdings Inc.'s plans moved +53.4% in assets from 2022 to 2024; this filing shows Awvo Holdings Inc. Retirement Plan at $671K / 5 participants.

#680
in Wholesale Trade (6,309 peers)
+32.1%
assets growth YoY

Awvo Holdings Inc. Retirement Plan among the smaller filed plans by assets

Awvo Holdings Inc. Retirement Plan vs every filed plan by assets

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

$671,050 20th percentile higher than 20% 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

Awvo Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Awvo Holdings Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Awvo Holdings Inc. Retirement Plan reported net income rose from -$740K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Awvo Holdings Inc. Retirement Plan end-of-year assets rose from $508K in the plan year 2022 filing to $671K in the plan year 2023 filing.
  • Awvo Holdings Inc. Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820827125 · Awvo Holdings Inc. PY 2023 · Profit Sharing

Awvo Holdings Inc. Retirement Plan · $671K · 5 · 20th

  • PART $671K
  • PART 5
  • PART 20th
  • PART Profit Sharing
  • PART near Pullen Realty Employees Profit Sharing Plan 401(k)
  • PART ind #680

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Awvo Holdings Inc. Retirement Plan in the asset neighbourhood

Awvo Holdings Inc. Retirement PlanAwvo Holdings Inc. Retiremen…$671KPullen Realty Employees Profit Sharing Plan 401(k)Pullen Realty Employees Prof…$671KM and I Commercial Hygiene Services Inc. Retirement PlanM and I Commercial Hygiene S…$671KDfs Franchises, Inc. Retirement PlanDfs Franchises, Inc. Retirem…$670KRai Leh Inc. Retirement Plan$670K
End-of-year total assets ($M) among Awvo Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Awvo Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Awvo Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$779K 53.42737131480537% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.51M $0.78M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 7 $508K
2023 1 5 $671K
2024 1 5 $779K

Awvo Holdings Inc. filing trail (2023)

Total Assets (Beginning of Year)$508K
Net Assets (End of Year)$671K
Net Income$163K
Employer EIN820827125
Plan Effective Date2017-03-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Awvo Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Awvo Holdings Inc. Retirement Plan, Total assets ($B): 0.00067105 · Participants: 5Awvo Holdings Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Awvo Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Awvo Holdings Inc. Retirement Plan side-by-side with 3 peers →

Awvo Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Pullen Realty Employees Profit Sharing Plan 401(k) in NV ($671K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Awvo Holdings Inc. Retirement Plan assets move in 2023? ▼
Awvo Holdings Inc. Retirement Plan surged - up 32.1% during 2023, from $508K to $671K. Reported net income was $163K.
How have Awvo Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Awvo Holdings Inc.'s sponsor-wide assets grew 53.4%, from $508K to $779K.
Where does Awvo Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Awvo Holdings Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Awvo Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pullen Realty Employees Profit Sharing Plan 401(k) in NV ($671K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Awvo Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 820827125.

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.