401(k) · DOL Form 5500 · 2023

Avesis, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
560
Participants Below avg headcount
79th
Percentile by assets National rank
$52,034
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avesis Retirement Investment Plan · Sponsored by Avesis, LLC · Arizona · Finance & Insurance

$29M in assets, 560 participants

Avesis, LLC's Avesis Retirement Investment Plan reported $29M in total assets and 560 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,988 in Finance & Insurance (8,869 peers)

Where Avesis Retirement Investment Plan sits by assets

Avesis Retirement Investment Plan sits in the top quartile of all filed plans by assets, $29M for 560 participants (~$52,034/participant), up 29.8% in 2023.

#5,988
in Finance & Insurance (8,869 peers)
+29.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avesis Retirement Investment Plan's outsized position by total assets

Avesis Retirement Investment Plan vs every filed plan by assets

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

$29,138,874 Top 21% higher than 79% 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

Avesis Retirement Investment 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. Avesis Retirement Investment Plan sits mid-pack in the medium band (560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avesis Retirement Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Avesis Retirement Investment Plan end-of-year assets rose from $22M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Avesis Retirement Investment Plan reported participants fell from 724 in the plan year 2022 filing to 560 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860349350 · Avesis, LLC PY 2023 · 401(k)

Avesis Retirement Investment Plan · $29M · 560 · 79th

  • PHOTO $29M
  • IND 560
  • EOY 79th
  • 5500 401(k)
  • ASSETS near Hallam Associates, Inc. Profit Sharing and Savings Plan
  • PCT ind #5988

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 Arizona →

Avesis Retirement Investment Plan in the asset neighbourhood

Avesis Retirement Investment PlanAvesis Retirement Investment…$29MHallam Associates, Inc. Profit Sharing and Savings PlanHallam Associates, Inc. Prof…$29MHorizons 401(k) Plan$29MPax Machine Works, Inc. 401(k) Retirement PlanPax Machine Works, Inc. 401(…$29MLavazza Professional North America, LLC 401(k) PlanLavazza Professional North A…$29M
End-of-year total assets ($M) among Avesis Retirement Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN860349350
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avesis, LLC)

Sponsor-wide plan assets over time

All Avesis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 47.75297380837043% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $33.2M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 724 $22M
2023 1 560 $29M
2024 1 574 $33M

Nearby 401(k) Plans in Arizona

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

Avesis Retirement Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Avesis Retirement Investment Plan, Total assets ($B): 0.029138874 · Participants: 560Avesis Retirement Investment PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Avesis Retirement Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Avesis Retirement Investment Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Hallam Associates, Inc. Profit Sharing and Savings Plan in VT ($29M); by covered participants it is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Avesis Retirement Investment Plan assets move in 2023? ▼
Avesis Retirement Investment Plan grew sharply - up 29.8% during 2023, from $22M to $29M. Reported net income was $7M.
How have Avesis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avesis, LLC's sponsor-wide assets grew 47.8%, from $22M to $33M.
Where does Avesis Retirement Investment Plan rank by assets among Form 5500 filers? ▼
Avesis Retirement Investment Plan ranks in the 79th 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 Avesis Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hallam Associates, Inc. Profit Sharing and Savings Plan in VT ($29M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Avesis Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants, $15M 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 860349350.

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.