401(k) · DOL Form 5500 · 2023

Avania, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
150
Participants Small participant base
68th
Percentile by assets National rank
$103,827
Avg per participant Below avg balance/head
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Official DOL plan name: Avania 401(k) Retirement Plan · Sponsored by Avania, LLC · Massachusetts · Professional & Technical Services

$16M in assets, 150 participants

Avania, LLC's Avania 401(k) Retirement Plan reported $16M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,671 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Avania 401(k) Retirement Plan covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#13,671
in Professional & Technical Services (20,321 peers)
+32.5%
assets growth YoY

Avania 401(k) Retirement Plan's outsized position by total assets

Avania 401(k) Retirement Plan vs every filed plan by assets

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

$15,574,020 Top 32% higher than 68% 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

Avania 401(k) Retirement 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. Avania 401(k) Retirement Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avania 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Avania 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Avania 401(k) Retirement Plan reported participants rose from 147 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043517564 · Avania, LLC PY 2023 · 401(k)

Avania 401(k) Retirement Plan · $16M · 150 · 68th

  • 5500 $16M
  • 5500 150
  • 5500 68th
  • 5500 401(k)
  • 5500 near First Service Credit Union 401(k) Plan and Trust
  • 5500 ind #13671

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 Massachusetts →

Avania 401(k) Retirement Plan in the asset neighbourhood

Avania 401(k) Retirement Plan$16MFirst Service Credit Union 401(k) Plan and TrustFirst Service Credit Union 4…$16MFirst Service Credit Union 401(k) Plan and TrustFirst Service Credit Union 4…$16MAsembia, LLC 401(k) Profit Sharing PlanAsembia, LLC 401(k) Profit S…$16MNebraskaland/Kansasland Retirement PlanNebraskaland/Kansasland Reti…$16M
End-of-year total assets ($M) among Avania 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN043517564
Plan Effective Date2003-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avania, LLC)

Sponsor-wide plan assets over time

All Avania, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 66.04680123810854% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.8M $19.5M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 147 $12M
2023 1 150 $16M
2024 1 157 $20M

Nearby 401(k) Plans in Massachusetts

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

Avania 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Avania 401(k) Retirement Plan, Total assets ($B): 0.01557402 · Participants: 150Avania 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Avania 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Avania 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is First Service Credit Union 401(k) Plan and Trust in TX ($16M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Avania 401(k) Retirement Plan assets move in 2023? ▼
Avania 401(k) Retirement Plan surged - up 32.5% during 2023, from $12M to $16M. Reported net income was $4M.
How have Avania, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avania, LLC's sponsor-wide assets grew 66.0%, from $12M to $20M.
Which 401(k) plans are similar in size to Avania 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Service Credit Union 401(k) Plan and Trust in TX ($16M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Avania 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 043517564.

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.