Profit Sharing · DOL Form 5500 · 2023

Avatara Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$505K
Total assets Small plan by assets
5
Participants Small participant base
18th
Percentile by assets National rank
$101,016
Avg per participant Below avg balance/head
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Official DOL plan name: Avatara Enterprises Inc. Retirement Plan · Sponsored by Avatara Enterprises Inc. · South Carolina · Other Services

$505K in assets, 5 participants

Avatara Enterprises Inc.'s Avatara Enterprises Inc. Retirement Plan reported $505K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,046 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Avatara Enterprises Inc. Retirement Plan ranks #3,046 of 7,857 2023 filers by assets (3974% of the sector average)-$505K for 5 participants.

#3,046
in Other Services (7,857 peers)
-0.7%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avatara Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Avatara Enterprises Inc. Retirement Plan vs every filed plan by assets

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

$505,078 18th percentile higher than 18% 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

Avatara Enterprises 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. Avatara Enterprises 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

  • Avatara Enterprises Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Avatara Enterprises Inc. Retirement Plan reported net income fell from $139K in the plan year 2022 filing to -$4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831385836 · Avatara Enterprises Inc. PY 2023 · Profit Sharing

Avatara Enterprises Inc. Retirement Plan · $505K · 5 · 18th

  • SCH $505K
  • EBSA 5
  • PART 18th
  • TYPE Profit Sharing
  • NET near Quality Mechanical Insulation, Inc. Retirement Plan
  • BOOK ind #3046

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 Other Services retirement plans → · Plans in South Carolina →

Avatara Enterprises Inc. Retirement Plan in the asset neighbourhood

Avatara Enterprises Inc. Retirement PlanAvatara Enterprises Inc. Ret…$505KQuality Mechanical Insulation, Inc. Retirement PlanQuality Mechanical Insulatio…$505KAib Tech Services, Inc. Retirement PlanAib Tech Services, Inc. Reti…$505KVeo Corp. Retirement Plan$505KAmaury Segarra Torres, Md Retirement PlanAmaury Segarra Torres, Md Re…$505K
End-of-year total assets ($M) among Avatara Enterprises Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$509K
Net Assets (End of Year)$505K
Net Income-$4K
Employer EIN831385836
Plan Effective Date2018-07-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Avatara Enterprises Inc.)

Sponsor-wide plan assets over time

All Avatara Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$716K 40.863707682688485% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.51M $0.72M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 2 $509K
2023 1 5 $505K
2024 1 7 $716K

Nearby Profit Sharing Plans in South Carolina

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

Avatara Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Avatara Enterprises Inc. Retirement Plan, Total assets ($B): 0.000505078 · Participants: 5Avatara Enterprises Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Avatara Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Avatara Enterprises Inc. Retirement Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest Profit Sharing by assets is Quality Mechanical Insulation, Inc. Retirement Plan in CA ($505K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($505K here).

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 Avatara Enterprises Inc. Retirement Plan assets move in 2023? ▼
Avatara Enterprises Inc. Retirement Plan held essentially flat - down 0.7% during 2023, from $509K to $505K. Reported net income was -$4K.
How have Avatara Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avatara Enterprises Inc.'s sponsor-wide assets grew 40.9%, from $509K to $716K.
Where does Avatara Enterprises Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Avatara Enterprises Inc. Retirement Plan ranks in the 18th 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 Avatara Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Quality Mechanical Insulation, Inc. Retirement Plan in CA ($505K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Avatara Enterprises 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 831385836.

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.