401(k) · DOL Form 5500 · 2023

Avalon Administrative Services, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
189
Participants Below avg headcount
61st
Percentile by assets National rank
$58,697
Avg per participant Low balance/head
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Official DOL plan name: Avalon Administrative Services, LLC 401(k) Plan · Sponsored by Avalon Administrative Services, LLC · Florida · Finance & Insurance

$11M in assets, 189 participants

Avalon Administrative Services, LLC's Avalon Administrative Services, LLC 401(k) Plan reported $11M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,045 in Finance & Insurance (8,869 peers)

Coverage in Florida

Avalon Administrative Services, LLC 401(k) Plan covers 189 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#4,045
in Finance & Insurance (8,869 peers)
+51.2%
assets growth YoY

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

Avalon Administrative Services, LLC 401(k) Plan vs every filed plan by assets

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

$11,093,814 Top 39% higher than 61% 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 Administrative Services, LLC 401(k) 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. Avalon Administrative Services, LLC 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avalon Administrative Services, LLC 401(k) Plan reported net income rose from $954K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Avalon Administrative Services, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Avalon Administrative Services, LLC 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383969348 · Avalon Administrative Services, LLC PY 2023 · 401(k)

Avalon Administrative Services, LLC 401(k) Plan · $11M · 189 · 61st

  • BOY $11M
  • SCH 189
  • EBSA 61st
  • PART 401(k)
  • TYPE near Esgw 401(k) Retirement Plan
  • NET ind #4045

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 Florida →

Avalon Administrative Services, LLC 401(k) Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas403(b) Thrift Plan for Emplo…$11MAvalon Administrative Services, LLC 401(k) PlanAvalon Administrative Servic…$11MEsgw 401(k) Retirement Plan$11MCopeland Enterprises, Inc. 401(k) and Profit Sharing PlanCopeland Enterprises, Inc. 4…$11MSaginaw Products Corporation 401(k) PlanSaginaw Products Corporation…$11M
End-of-year total assets ($M) among Avalon Administrative Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN383969348
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avalon Administrative Services, LLC)

Sponsor-wide plan assets over time

All Avalon Administrative Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 98.44055029939874% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.34M $14.6M ▲ +98.4%
Year Plans Participants Total Assets
2022 1 162 $7M
2023 1 189 $11M
2024 1 233 $15M

Nearby 401(k) Plans in Florida

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

Avalon Administrative Services, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Avalon Administrative Services, LLC 401(k) Plan, Total assets ($B): 0.011093814 · Participants: 189Avalon Administrative Services, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Avalon Administrative Services, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Avalon Administrative Services, LLC 401(k) Plan side-by-side with 3 peers →

Avalon Administrative Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Esgw 401(k) Retirement Plan in MT ($11M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Administrative Services, LLC 401(k) Plan assets move in 2023? ▼
Avalon Administrative Services, LLC 401(k) Plan surged - up 51.2% during 2023, from $7M to $11M. Reported net income was $4M.
How have Avalon Administrative Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Administrative Services, LLC's sponsor-wide assets grew 98.4%, from $7M to $15M.
Which 401(k) plans are similar in size to Avalon Administrative Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esgw 401(k) Retirement Plan in MT ($11M, 952 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Administrative Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 383969348.

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.