401(k) · DOL Form 5500 · 2023

Avenue5 Residential, LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
2,414
Participants Above avg headcount
87th
Percentile by assets National rank
$24,249
Avg per participant Low balance/head
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Official DOL plan name: Avenue5 Residential, LLC Employee Savings Plan · Sponsored by Avenue5 Residential, LLC · Washington · Real Estate

$59M in assets, 2,414 participants

Avenue5 Residential, LLC's Avenue5 Residential, LLC Employee Savings Plan reported $59M in total assets and 2,414 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,511 in Real Estate (4,727 peers)

Where Avenue5 Residential, LLC Employee Savings Plan sits by assets

Avenue5 Residential, LLC Employee Savings Plan sits in the top quartile of all filed plans by assets, $59M for 2,414 participants (~$24,249/participant), up 39.7% in 2023.

#4,511
in Real Estate (4,727 peers)
+39.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Avenue5 Residential, LLC Employee Savings Plan's outsized position by total assets

Avenue5 Residential, LLC Employee Savings Plan vs every filed plan by assets

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

$58,536,858 Top 13% higher than 87% 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

Avenue5 Residential, LLC Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avenue5 Residential, LLC Employee Savings Plan lands in the large band (2,414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avenue5 Residential, LLC Employee Savings Plan reported net income rose from -$70K in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Avenue5 Residential, LLC Employee Savings Plan end-of-year assets rose from $42M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Avenue5 Residential, LLC Employee Savings Plan reported participants rose from 2,136 in the plan year 2022 filing to 2,414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475247277 · Avenue5 Residential, LLC PY 2023 · 401(k)

Avenue5 Residential, LLC Employee Savings Plan · $59M · 2,414 · 87th

  • RANK $59M
  • RANK 2,414
  • RANK 87th
  • RANK 401(k)
  • RANK near Workforce Software, LLC 401(k) Plan
  • RANK ind #4511

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 Real Estate retirement plans → · Plans in Washington →

Avenue5 Residential, LLC Employee Savings Plan in the asset neighbourhood

Avenue5 Residential, LLC Employee Savings PlanAvenue5 Residential, LLC Emp…$59MWorkforce Software, LLC 401(k) PlanWorkforce Software, LLC 401(…$59MKelly & Associates Insurance Group, Inc. 401(k) PlanKelly & Associates Insurance…$59MSuperior Air-Ground Ambulance Service, Inc. Profit Sharing 401(k) PlanSuperior Air-Ground Ambulanc…$59MJohn Paul Mitchell Systems 401(k) & Profit Sharing PlanJohn Paul Mitchell Systems 4…$59M
End-of-year total assets ($M) among Avenue5 Residential, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$59M
Net Income$17M
Employer EIN475247277
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avenue5 Residential, LLC)

Sponsor-wide plan assets over time

All Avenue5 Residential, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$78M 85.60129061344524% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $41.9M $77.8M ▲ +85.6%
Year Plans Participants Total Assets
2022 1 2,136 $42M
2023 1 2,414 $59M
2024 1 2,088 $78M

Nearby 401(k) Plans in Washington

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

Avenue5 Residential, LLC Employee Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Avenue5 Residential, LLC Employee Savings Plan, Total assets ($B): 0.058536858 · Participants: 2414Avenue5 Residential, LLC Employee Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Avenue5 Residential, LLC Employee Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Avenue5 Residential, LLC Employee Savings Plan side-by-side with 3 peers →

Avenue5 Residential, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Workforce Software, LLC 401(k) Plan in MI ($59M); by covered participants it is Sazerac Company, Inc. 401(k) Plan in KY (2,414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,414 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 Avenue5 Residential, LLC Employee Savings Plan assets move in 2023? ▼
Avenue5 Residential, LLC Employee Savings Plan surged - up 39.7% during 2023, from $42M to $59M. Reported net income was $17M.
How have Avenue5 Residential, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avenue5 Residential, LLC's sponsor-wide assets grew 85.6%, from $42M to $78M.
Where does Avenue5 Residential, LLC Employee Savings Plan rank by assets among Form 5500 filers? ▼
Avenue5 Residential, LLC Employee Savings Plan ranks in the 87th 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 Avenue5 Residential, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workforce Software, LLC 401(k) Plan in MI ($59M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Avenue5 Residential, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sazerac Company, Inc. 401(k) Plan in KY (2,414 participants, $133M 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 475247277.

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.