401(k) · DOL Form 5500 · 2023

Avum, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
36th
Percentile by assets National rank
$130,663
Avg per participant Near avg balance/head
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Official DOL plan name: Avum, Inc. Retirement Trust · Sponsored by Avum, Inc. · California · Professional & Technical Services

$3M in assets, 24 participants

Avum, Inc.'s Avum, Inc. Retirement Trust reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,730 in Professional & Technical Services (20,321 peers)

Avum, Inc. multi-year trail

Avum, Inc.'s plans moved +117.3% in assets from 2022 to 2024; this filing shows Avum, Inc. Retirement Trust at $3M / 24 participants.

#6,730
in Professional & Technical Services (20,321 peers)
+47.0%
assets growth YoY

Avum, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Avum, Inc. Retirement Trust vs every filed plan by assets

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

$3,135,905 36th percentile higher than 36% 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

Avum, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avum, Inc. Retirement Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avum, Inc. Retirement Trust reported net income rose from $68K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Avum, Inc. Retirement Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Avum, Inc. Retirement Trust reported participants rose from 17 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954487116 · Avum, Inc. PY 2023 · 401(k)

Avum, Inc. Retirement Trust · $3M · 24 · 36th

  • IND $3M
  • EOY 24
  • 5500 36th
  • ASSETS 401(k)
  • PCT near Aqua-Tots 401(k) Plan
  • EIN ind #6730

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 California →

Avum, Inc. Retirement Trust in the asset neighbourhood

Avum, Inc. Retirement Trust$3MAqua-Tots 401(k) Plan$3MCharles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. 401(k) PlanCharles Boyd Chevrolet-Cadil…$3MEpsm LLC. 401(k) Retirement PlanEpsm LLC. 401(k) Retirement …$3MBrandenburg Industrial Service Company Hourly Profit Sharing and 401(k) PlanBrandenburg Industrial Servi…$3M
End-of-year total assets ($M) among Avum, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Avum, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Avum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 117.26445425010819% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.13M $4.63M ▲ +117.4%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 24 $3M
2024 1 31 $5M

Avum, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN954487116
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Avum, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Avum, Inc. Retirement Trust, Total assets ($B): 0.003135905 · Participants: 24Avum, Inc. Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Avum, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Avum, Inc. Retirement Trust side-by-side with 3 peers →

Avum, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aqua-Tots 401(k) Plan in AZ ($3M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Avum, Inc. Retirement Trust assets move in 2023? ▼
Avum, Inc. Retirement Trust surged - up 47.0% during 2023, from $2M to $3M. Reported net income was $1M.
How have Avum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avum, Inc.'s sponsor-wide assets grew 117.3%, from $2M to $5M.
Which 401(k) plans are similar in size to Avum, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aqua-Tots 401(k) Plan in AZ ($3M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Avum, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 954487116.

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.