401(k) · DOL Form 5500 · 2023

Lewis Johs Avallone Aviles, LLP 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
103
Participants Small participant base
77th
Percentile by assets National rank
$256,564
Avg per participant Above avg balance/head
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Official DOL plan name: Lewis Johs Avallone Aviles Retirement Plan · Sponsored by Lewis Johs Avallone Aviles, LLP · New York · Professional & Technical Services

$26M in assets, 103 participants

Lewis Johs Avallone Aviles, LLP's Lewis Johs Avallone Aviles Retirement Plan reported $26M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,794 in Professional & Technical Services (20,321 peers)

Coverage in New York

Lewis Johs Avallone Aviles Retirement Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $26M.

#15,794
in Professional & Technical Services (20,321 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lewis Johs Avallone Aviles Retirement Plan's outsized position by total assets

Lewis Johs Avallone Aviles Retirement Plan vs every filed plan by assets

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

$26,426,070 Top 23% higher than 77% 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

Lewis Johs Avallone Aviles Retirement 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. Lewis Johs Avallone Aviles Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis Johs Avallone Aviles Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lewis Johs Avallone Aviles Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Lewis Johs Avallone Aviles Retirement Plan reported participants fell from 108 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113168894 · Lewis Johs Avallone Aviles, LLP PY 2023 · 401(k)

Lewis Johs Avallone Aviles Retirement Plan · $26M · 103 · 77th

  • RANK $26M
  • PHOTO 103
  • IND 77th
  • EOY 401(k)
  • 5500 near Mellott Company 401(k) Plan
  • ASSETS ind #15794

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 Professional & Technical Services retirement plans → · Plans in New York →

Lewis Johs Avallone Aviles Retirement Plan in the asset neighbourhood

Lewis Johs Avallone Aviles Retirement PlanLewis Johs Avallone Aviles R…$26MMellott Company 401(k) Plan$26MKyanite Mining Corporation Employees' 401(k) Savings and Profit Sharing PlanKyanite Mining Corporation E…$26MGardner 401(k) Plan for Non-Union EmployeesGardner 401(k) Plan for Non-…$26MThe Lenkin Companies 401(k) Retirement PlanThe Lenkin Companies 401(k) …$26M
End-of-year total assets ($M) among Lewis Johs Avallone Aviles Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN113168894
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Johs Avallone Aviles, LLP)

Sponsor-wide plan assets over time

All Lewis Johs Avallone Aviles, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$31M 26.581607874020573% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $30.6M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 108 $24M
2023 1 103 $26M
2024 1 105 $31M

Nearby 401(k) Plans in New York

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

Lewis Johs Avallone Aviles Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lewis Johs Avallone Aviles Retirement Plan, Total assets ($B): 0.02642607 · Participants: 103Lewis Johs Avallone Aviles Retirement PlanIBM 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
Lewis Johs Avallone Aviles Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lewis Johs Avallone Aviles Retirement Plan side-by-side with 3 peers →

Lewis Johs Avallone Aviles Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mellott Company 401(k) Plan in PA ($26M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Lewis Johs Avallone Aviles Retirement Plan assets move in 2023? ▼
Lewis Johs Avallone Aviles Retirement Plan grew at a solid clip - up 9.5% during 2023, from $24M to $26M. Reported net income was $2M.
How have Lewis Johs Avallone Aviles, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Johs Avallone Aviles, LLP's sponsor-wide assets grew 26.6%, from $24M to $31M.
Where does Lewis Johs Avallone Aviles Retirement Plan rank by assets among Form 5500 filers? ▼
Lewis Johs Avallone Aviles Retirement Plan ranks in the 77th 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 Lewis Johs Avallone Aviles Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mellott Company 401(k) Plan in PA ($26M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Lewis Johs Avallone Aviles Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 113168894.

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.