Profit Sharing · DOL Form 5500 · 2023

Avm, L.P. Profit Sharing Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
84
Participants Small participant base
88th
Percentile by assets National rank
$768,337
Avg per participant High balance/head
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Official DOL plan name: Avm, L.P. Profit Sharing Plan · Sponsored by Avm, L.P. · Florida · Finance & Insurance

$65M in assets, 84 participants

Avm, L.P.'s Avm, L.P. Profit Sharing Plan reported $65M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,220 in Finance & Insurance (8,869 peers)

Where Avm, L.P. Profit Sharing Plan sits by assets

Avm, L.P. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $65M for 84 participants (~$768,337/participant), up 16.6% in 2023.

#7,220
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Avm, L.P. Profit Sharing Plan's outsized position by total assets

Avm, L.P. Profit Sharing Plan vs every filed plan by assets

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

$64,540,349 Top 12% higher than 88% 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

Avm, L.P. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avm, L.P. Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avm, L.P. Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Avm, L.P. Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Avm, L.P. Profit Sharing Plan reported participants fell from 88 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363256076 · Avm, L.P. PY 2023 · Profit Sharing

Avm, L.P. Profit Sharing Plan · $65M · 84 · 88th

  • IND $65M
  • IND 84
  • IND 88th
  • IND Profit Sharing
  • IND near Laborers' Local No. 17 Annuity Fund
  • IND ind #7220

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 Florida →

Avm, L.P. Profit Sharing Plan in the asset neighbourhood

O'neill & Borges Employees Pension Plan Employees' Pension PlanO'neill & Borges Employees P…$65MMapfre Praico Retirement and Savings Plan Retirement and Savings PlanMapfre Praico Retirement and…$65MFf Realty Inc Trust$65MLaborers' Local No. 17 Annuity FundLaborers' Local No. 17 Annui…$65MAvm, L.P. Profit Sharing Plan$65M
End-of-year total assets ($M) among Avm, L.P. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$65M
Net Income$9M
Employer EIN363256076
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avm, L.P.)

Sponsor-wide plan assets over time

All Avm, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 34.67518473476622% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.3M $74.5M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 88 $55M
2023 1 84 $65M
2024 1 77 $75M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Avm, L.P. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Avm, L.P. Profit Sharing Plan, Total assets ($B): 0.064540349 · Participants: 84Avm, L.P. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Avm, L.P. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Avm, L.P. Profit Sharing Plan side-by-side with 3 peers →

Avm, L.P. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Laborers' Local No. 17 Annuity Fund in NY ($65M); by covered participants it is Karman Inc Profit Sharing Plan in CO (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Avm, L.P. Profit Sharing Plan assets move in 2023? ▼
Avm, L.P. Profit Sharing Plan grew sharply - up 16.6% during 2023, from $55M to $65M. Reported net income was $9M.
How have Avm, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avm, L.P.'s sponsor-wide assets grew 34.7%, from $55M to $75M.
Where does Avm, L.P. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Avm, L.P. Profit Sharing Plan ranks in the 88th 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 Profit Sharing plans are similar in size to Avm, L.P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Laborers' Local No. 17 Annuity Fund in NY ($65M, 1,166 participants).
Which Profit Sharing plans cover a similar participant headcount to Avm, L.P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Karman Inc Profit Sharing Plan in CO (84 participants, $3M 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 363256076.

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.