401(k) · DOL Form 5500 · 2023

Avantax, Inc. 401(k) Plan

Data updated 2026-08-11

$111M
Total assets
1,279
Participants
92nd
Percentile by assets
$86,695
Avg per participant
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Official DOL plan name: Avantax Inc. 401(k) Retirement Plan · Sponsored by Avantax, Inc. · Texas · Information & Media

$111M in assets, 1,279 participants

Avantax, Inc.'s Avantax Inc. 401(k) Retirement Plan reported $111M in total assets and 1,279 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #2,481 in Information & Media (2,818 peers)

Where Avantax Inc. 401(k) Retirement Plan sits by assets

Avantax Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 1,279 participants (~$86,695/participant), up 1.0% in 2023.

$111M
total plan assets (2023 EOY)
1,279
covered participants
92nd
percentile by assets (of 127,072 plans)
$86,695
avg assets per participant

Where Avantax Inc. 401(k) Retirement Plan sits by total assets

Avantax Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$110,882,955 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avantax Inc. 401(k) Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Avantax Inc. 401(k) Retirement Plan reported participants rose from 1,051 in the plan year 2022 filing to 1,279 in the plan year 2023 filing.
  • Avantax Inc. 401(k) Retirement Plan end-of-year assets rose from $110M in the plan year 2022 filing to $111M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Information & Media

Avantax Inc. 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Avantax Inc. 401(k) Retirement Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$111M
Net Income$21M
Employer EIN911718107
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avantax, Inc.)

$-50M$0M$50M$100M$150M 202220232024 $110M $0M ▼ -100.0%
Total plan assets by year, all Avantax, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,051 $110M
2023 1 1,279 $111M
2024 1 722 N/A

Nearby 401(k) Plans in Texas

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

Avantax Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Avantax Inc. 401(k) …, Total assets ($B): 0.110882955 · Participants: 1279Avantax Inc. 401(k) …AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Avantax Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Avantax Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Avantax Inc. 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Avantax Inc. 401(k) Retirement Plan assets move in 2023? ▼
Avantax Inc. 401(k) Retirement Plan held essentially flat - up 1.0% during 2023, from $110M to $111M. Reported net income was $21M.
Where does Avantax Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Avantax Inc. 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Avantax Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First National Bank Alaska Profit Sharing & 401(k) Plan in AK ($111M, 607 participants).

Next read for Avantax Inc. 401(k) Retirement Plan

Scale reading

Ways to act on Avantax Inc. 401(k) Retirement Plan's numbers.

  • By total assets, Avantax Inc. 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans

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 911718107.

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.