401(k) · DOL Form 5500 · 2023

Advenir Living, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 309
Participants Below avg headcount: 39th
Percentile by assets National rank: $11,925
Avg per participant Low balance/head

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Official DOL plan name: Advenir 401(k) Plan · Sponsored by Advenir Living, LLC · Florida · Real Estate

$4M in assets, 309 participants

Advenir Living, LLC's Advenir 401(k) Plan reported $4M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#2,779 in Real Estate (4,727 peers)

Coverage in Florida

Advenir 401(k) Plan covers 309 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#2,779
in Real Estate (4,727 peers): +31.0%
assets growth YoY

Advenir 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Advenir 401(k) Plan vs every filed plan by assets

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

$3,684,755 39th percentile higher than 39% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Advenir 401(k) 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. Advenir 401(k) Plan sits mid-pack in the medium band (309 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Advenir 401(k) Plan reported net income rose from -$226K in the plan year 2022 filing to $873K in the plan year 2023 filing.
Advenir 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Advenir 401(k) Plan reported participants rose from 284 in the plan year 2022 filing to 309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061536948 · Advenir Living, LLC PY 2023 · 401(k)

Advenir 401(k) Plan · $4M · 309 · 39th

BOOK $4M
VS-ST 309
BOY 39th
SCH 401(k)
EBSA near Patrick Tash Education Group Inc. Retirement Plan
PART ind #2779

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 Real Estate retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Advenir 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$873K
Employer EIN	061536948
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Advenir Living, LLC)

Latest sponsor-wide plan assets: $5M 76.12967034373958% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	284	$3M
2023	1	309	$4M
2024	1	284	$5M

Nearby 401(k) Plans in Florida

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

Advenir 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Advenir 401(k) Plan side-by-side with 3 peers →

Advenir 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Patrick Tash Education Group Inc. Retirement Plan in CO ($4M); by covered participants it is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.

Jams, Inc. 401(k) Retirement Savings Plan (CA) 309 · 0 off
Mcgough Companies 401(k) Plan and Trust (MN) 309 · 0 off
Aluminum Trailer Company 401(k) Plan (IN) 309 · 0 off
Wildfire Defense Systems 401(k) Plan (MT) 309 · 0 off

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 Advenir 401(k) Plan assets move in 2023? ▼

Advenir 401(k) Plan surged - up 31.0% during 2023, from $3M to $4M. Reported net income was $873K.

How have Advenir Living, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advenir Living, LLC's sponsor-wide assets grew 76.1%, from $3M to $5M.

Which 401(k) plans are similar in size to Advenir 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Patrick Tash Education Group Inc. Retirement Plan in CO ($4M, 19 participants).

Which 401(k) plans cover a similar participant headcount to Advenir 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants, $50M 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 061536948.