401(k)
2023 plan-year 401(k) DOL Form 5500

AVIXA SAVINGS & SALARY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AVIXA, INC.

This 401(k) plan holds $21M in total assets and serves 102 participants as of 2023. It is sponsored by AVIXA, INC. in Virginia. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$21M
Participants
102
State
Industry
Other Services

What the Filing Says About AVIXA SAVINGS & SALARY PLAN

AVIXA SAVINGS & SALARY PLAN is a 401(k) retirement plan sponsored by AVIXA, INC., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 102 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540621493, and the plan has been effective since 1984-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $21M at year-end — a gain of 26.2%. Net assets (after liabilities) closed the year at $21M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$4M
Plan Type401(k)
Employer EIN540621493
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AVIXA, INC.)

Year Plans Participants Total Assets
2022 1 100 $16M
2023 1 102 $21M
2024 1 108 $24M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the AVIXA SAVINGS & SALARY PLAN?
As of the 2023 Form 5500 filing, AVIXA SAVINGS & SALARY PLAN holds $21M in total assets with 102 participants. It is sponsored by AVIXA, INC..
What type of plan is AVIXA SAVINGS & SALARY PLAN?
AVIXA SAVINGS & SALARY PLAN is a 401(k) plan. It has been effective since 1984-02-01. The plan is filed with the U.S. Department of Labor under EIN 540621493.
Who sponsors the AVIXA SAVINGS & SALARY PLAN?
AVIXA SAVINGS & SALARY PLAN is sponsored by AVIXA, INC., located in Virginia. The sponsor's EIN is 540621493 and the plan operates in the Other Services industry.
How did AVIXA SAVINGS & SALARY PLAN perform in 2023?
AVIXA SAVINGS & SALARY PLAN grew by 26.2% during 2023, moving from $16M to $21M in total assets. Net income was $4M.
Where can I find official filings for AVIXA SAVINGS & SALARY PLAN?
Official Form 5500 filings for AVIXA SAVINGS & SALARY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540621493 or plan name at efast.dol.gov.
How does AVIXA SAVINGS & SALARY PLAN compare to other plans?
You can compare AVIXA SAVINGS & SALARY PLAN against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540621493.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.