401(k) · DOL Form 5500 · 2023

Avalon Ventures Management, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
9
Participants Small participant base
62nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Avalon Ventures Management, LLC 401(k) Profit Sharing Plan · Sponsored by Avalon Ventures Management, LLC · California · Finance & Insurance

$12M in assets, 9 participants

Avalon Ventures Management, LLC's Avalon Ventures Management, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,163 in Finance & Insurance (8,869 peers)

Avalon Ventures Management, LLC multi-year trail

Avalon Ventures Management, LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Avalon Ventures Management, LLC 401(k) Profit Sharing Plan at $12M / 9 participants.

#4,163
in Finance & Insurance (8,869 peers)
+19.5%
assets growth YoY

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,729,190 Top 38% higher than 62% 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 Ventures Management, LLC 401(k) Profit Sharing 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. Avalon Ventures Management, LLC 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avalon Ventures Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$589K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Avalon Ventures Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330942220 · Avalon Ventures Management, LLC PY 2023 · 401(k)

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan · $12M · 9 · 62nd

  • RANK $12M
  • PHOTO 9
  • IND 62nd
  • EOY 401(k)
  • 5500 near Walter P. Rawl & Sons, Inc. Retirement Plan
  • ASSETS ind #4163

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 California →

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Avalon Ventures Management, LLC 401(k) Profit Sharing PlanAvalon Ventures Management, …$12MWalter P. Rawl & Sons, Inc. Retirement PlanWalter P. Rawl & Sons, Inc. …$12MJohnson Machine Works, Inc. Profit Sharing and 401(k) PlanJohnson Machine Works, Inc. …$12MThe Piedmont Bank Section 401(k) Profit Sharing PlanThe Piedmont Bank Section 40…$12MTwin Cities Co-Op Partners 401(k) Plan and TrustTwin Cities Co-Op Partners 4…$12M
End-of-year total assets ($M) among Avalon Ventures Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Avalon Ventures Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Avalon Ventures Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 33.333900289402216% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.82M $13.1M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 9 $10M
2023 1 9 $12M
2024 1 9 $13M

Avalon Ventures Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN330942220
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Avalon Ventures Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.01172919 · Participants: 9Avalon Ventures Management, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Avalon Ventures Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Avalon Ventures Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Walter P. Rawl & Sons, Inc. Retirement Plan in SC ($12M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Ventures Management, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have Avalon Ventures Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Ventures Management, LLC's sponsor-wide assets grew 33.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Avalon Ventures Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walter P. Rawl & Sons, Inc. Retirement Plan in SC ($12M, 597 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Ventures Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 330942220.

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.