401(k) · DOL Form 5500 · 2023

Avenue Capital Management II, LP 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
136
Participants Small participant base
80th
Percentile by assets National rank
$233,112
Avg per participant Above avg balance/head
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Official DOL plan name: Avenue Capital Group and Affiliates 401(k) Profit Sharing · Sponsored by Avenue Capital Management II, LP · New York · Finance & Insurance

$32M in assets, 136 participants

Avenue Capital Management II, LP's Avenue Capital Group and Affiliates 401(k) Profit Sharing reported $32M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,155 in Finance & Insurance (8,869 peers)

Coverage in New York

Avenue Capital Group and Affiliates 401(k) Profit Sharing covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $32M.

#6,155
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avenue Capital Group and Affiliates 401(k) Profit Sharing's outsized position by total assets

Avenue Capital Group and Affiliates 401(k) Profit Sharing vs every filed plan by assets

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

$31,703,203 Top 20% higher than 80% 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

Avenue Capital Group and Affiliates 401(k) Profit Sharing 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. Avenue Capital Group and Affiliates 401(k) Profit Sharing sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avenue Capital Group and Affiliates 401(k) Profit Sharing reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Avenue Capital Group and Affiliates 401(k) Profit Sharing end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522258514 · Avenue Capital Management II, LP PY 2023 · 401(k)

Avenue Capital Group and Affiliates 401(k) Profit Sharing · $32M · 136 · 80th

  • TYPE $32M
  • NET 136
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Manna Pro Products, LLC Retirement Plan
  • SCH ind #6155

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 New York →

Avenue Capital Group and Affiliates 401(k) Profit Sharing in the asset neighbourhood

Pacific Service Credit Union 401(k) PlanPacific Service Credit Union…$32MAvenue Capital Group and Affiliates 401(k) Profit SharingAvenue Capital Group and Aff…$32MManna Pro Products, LLC Retirement PlanManna Pro Products, LLC Reti…$32MJssi Management Enterprises, LLC 401(k) PlanJssi Management Enterprises,…$32MEzcater, Inc. 401(k) Retirement PlanEzcater, Inc. 401(k) Retirem…$32M
End-of-year total assets ($M) among Avenue Capital Group and Affiliates 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN522258514
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avenue Capital Management II, LP)

Sponsor-wide plan assets over time

All Avenue Capital Management II, LP plans reported in each filing year

Latest sponsor-wide plan assets
$37M 26.892709756468967% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.4M $37.3M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 135 $29M
2023 1 136 $32M
2024 1 137 $37M

Nearby 401(k) Plans in New York

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

Avenue Capital Group and Affiliates 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Avenue Capital Group and Affiliates 401(k) Profit Sharing, Total assets ($B): 0.031703203 · Participants: 136Avenue Capital Group and Affiliates 401(k) Profit SharingIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Avenue Capital Group and Affiliates 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants
Compare Avenue Capital Group and Affiliates 401(k) Profit Sharing side-by-side with 3 peers →

Avenue Capital Group and Affiliates 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Manna Pro Products, LLC Retirement Plan in MO ($32M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Avenue Capital Group and Affiliates 401(k) Profit Sharing assets move in 2023? ▼
Avenue Capital Group and Affiliates 401(k) Profit Sharing grew at a solid clip - up 7.9% during 2023, from $29M to $32M. Reported net income was $2M.
How have Avenue Capital Management II, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avenue Capital Management II, LP's sponsor-wide assets grew 26.9%, from $29M to $37M.
Where does Avenue Capital Group and Affiliates 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Avenue Capital Group and Affiliates 401(k) Profit Sharing ranks in the 80th 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 Avenue Capital Group and Affiliates 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Manna Pro Products, LLC Retirement Plan in MO ($32M, 426 participants).
Which 401(k) plans cover a similar participant headcount to Avenue Capital Group and Affiliates 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 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 522258514.

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.