401(k) · DOL Form 5500 · 2023

Avero, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
40th
Percentile by assets National rank
$124,852
Avg per participant Near avg balance/head
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Official DOL plan name: Avero, LLC 401(k) Plan · Sponsored by Avero, LLC · New York · Information & Media

$4M in assets, 31 participants

Avero, LLC's Avero, LLC 401(k) Plan reported $4M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #670 in Information & Media (2,818 peers)

Avero, LLC multi-year trail

Avero, LLC's plans moved +17.5% in assets from 2022 to 2024; this filing shows Avero, LLC 401(k) Plan at $4M / 31 participants.

#670
in Information & Media (2,818 peers)
-5.6%
assets change YoY

The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avero, LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Avero, LLC 401(k) Plan vs every filed plan by assets

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

$3,870,421 40th percentile higher than 40% 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

Avero, LLC 401(k) 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. Avero, LLC 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avero, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$229K in the plan year 2023 filing.
  • Avero, LLC 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Avero, LLC 401(k) Plan reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204977018 · Avero, LLC PY 2023 · 401(k)

Avero, LLC 401(k) Plan · $4M · 31 · 40th

  • BOY $4M
  • SCH 31
  • EBSA 40th
  • PART 401(k)
  • TYPE near Thrive Causemetics, Inc. 401(k) Plan
  • NET ind #670

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 Information & Media retirement plans → · Plans in New York →

Avero, LLC 401(k) Plan in the asset neighbourhood

Avero, LLC 401(k) Plan$4MThrive Causemetics, Inc. 401(k) PlanThrive Causemetics, Inc. 401…$4MHocking International Laboratories 401(k) PlanHocking International Labora…$4MKeybridge Savings Plan$4MPenn Asian Senior Services 401(k) Profit Sharing Plan and TPenn Asian Senior Services 4…$4M
End-of-year total assets ($M) among Avero, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Avero, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Avero, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.531427077253156% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.1M $4.82M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 32 $4M
2023 1 31 $4M
2024 1 34 $5M

Avero, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$229K
Employer EIN204977018
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Avero, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Avero, LLC 401(k) Plan, Total assets ($B): 0.003870421 · Participants: 31Avero, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Avero, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Avero, LLC 401(k) Plan side-by-side with 3 peers →

Avero, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Thrive Causemetics, Inc. 401(k) Plan in WA ($4M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Avero, LLC 401(k) Plan assets move in 2023? ▼
Avero, LLC 401(k) Plan pulled back noticeably - down 5.6% during 2023, from $4M to $4M. Reported net income was -$229K.
How have Avero, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avero, LLC's sponsor-wide assets grew 17.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Avero, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thrive Causemetics, Inc. 401(k) Plan in WA ($4M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Avero, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 204977018.

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.