401(k) · DOL Form 5500 · 2023

Avetta, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
514
Participants Below avg headcount
77th
Percentile by assets National rank
$51,062
Avg per participant Low balance/head
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Official DOL plan name: Avetta, LLC 401(k) Plan · Sponsored by Avetta, LLC · Utah · Administrative & Support Services

$26M in assets, 514 participants

Avetta, LLC's Avetta, LLC 401(k) Plan reported $26M in total assets and 514 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,865 in Administrative & Support Services (4,372 peers)

Where Avetta, LLC 401(k) Plan sits by assets

Avetta, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 514 participants (~$51,062/participant), up 47.4% in 2023.

#3,865
in Administrative & Support Services (4,372 peers)
+47.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avetta, LLC 401(k) Plan's outsized position by total assets

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

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

$26,245,976 Top 23% higher than 77% 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

Avetta, LLC 401(k) 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. Avetta, LLC 401(k) Plan sits mid-pack in the medium band (514 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avetta, LLC 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Avetta, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Avetta, LLC 401(k) Plan reported participants rose from 402 in the plan year 2022 filing to 514 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800878180 · Avetta, LLC PY 2023 · 401(k)

Avetta, LLC 401(k) Plan · $26M · 514 · 77th

  • RANK $26M
  • PHOTO 514
  • IND 77th
  • EOY 401(k)
  • 5500 near Laughlin, Falbo, Levy & Moresi, LLP 401(k) Plan
  • ASSETS ind #3865

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 Administrative & Support Services retirement plans → · Plans in Utah →

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

Avetta, LLC 401(k) Plan$26MLaughlin, Falbo, Levy & Moresi, LLP 401(k) PlanLaughlin, Falbo, Levy & More…$26MAll in Federal Credit Union 401(k) Plan and TrustAll in Federal Credit Union …$26MQuality King Distributors, Inc. 401(k) Savings PlanQuality King Distributors, I…$26MTessitura Network, Inc. Retirement PlanTessitura Network, Inc. Reti…$26M
End-of-year total assets ($M) among Avetta, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$26M
Net Income$8M
Employer EIN800878180
Plan Effective Date2020-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avetta, LLC)

Sponsor-wide plan assets over time

All Avetta, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 88.37243477343866% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $17.8M $33.6M ▲ +88.4%
Year Plans Participants Total Assets
2022 1 402 $18M
2023 1 514 $26M
2024 1 498 $34M

Nearby 401(k) Plans in Utah

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

Avetta, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Avetta, LLC 401(k) Plan, Total assets ($B): 0.026245976 · Participants: 514Avetta, LLC 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Avetta, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Avetta, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Laughlin, Falbo, Levy & Moresi, LLP 401(k) Plan in CA ($26M); by covered participants it is Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (514 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 Avetta, LLC 401(k) Plan assets move in 2023? ▼
Avetta, LLC 401(k) Plan surged - up 47.4% during 2023, from $18M to $26M. Reported net income was $8M.
How have Avetta, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avetta, LLC's sponsor-wide assets grew 88.4%, from $18M to $34M.
Where does Avetta, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Avetta, LLC 401(k) Plan ranks in the 77th 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 Avetta, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laughlin, Falbo, Levy & Moresi, LLP 401(k) Plan in CA ($26M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Avetta, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants, $88M 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 800878180.

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.