401(k) · DOL Form 5500 · 2023
Avery Real Estate Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $857K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $428,284
- Avg per participant High balance/head
Official DOL plan name: Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Avery Real Estate Holdings, Inc. · Colorado · Finance & Insurance
$857K in assets, 2 participants
Avery Real Estate Holdings, Inc.'s Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan reported $857K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,247 in Finance & Insurance (8,869 peers)
Avery Real Estate Holdings, Inc. multi-year trail
Avery Real Estate Holdings, Inc.'s plans moved -55.1% in assets from 2022 to 2024; this filing shows Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan at $857K / 2 participants.
- #1,247
- in Finance & Insurance (8,869 peers)
- -32.7%
- assets change YoY
The plan reported a net loss of $415K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$856,567 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan reported net income fell from $146K in the plan year 2022 filing to -$415K in the plan year 2023 filing.
- Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $857K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 474582677 · Avery Real Estate Holdings, Inc. PY 2023 · 401(k)
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan · $857K · 2 · 22nd
- SCH $857K
- EBSA 2
- PART 22nd
- TYPE 401(k)
- NET near Trident Fund 1 LLC 401(k) Plan
- BOOK ind #1247
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 Colorado →
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Avery Real Estate Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Avery Real Estate Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 55.09220591914462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $2M |
| 2023 | 1 | 2 | $857K |
| 2024 | 1 | 2 | $1M |
Avery Real Estate Holdings, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $857K |
| Net Income | -$415K |
| Employer EIN | 474582677 |
| Plan Effective Date | 2015-07-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Trident Fund 1 LLC 401(k) Plan in CA ($857K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($857K here).
- Trident Fund 1 LLC 401(k) Plan (CA) $857K · 3
- Savant Learning Systems, Inc. 401(k) Plan (TN) $857K · 46
- S. R. Johnson Plumbing 401(k) Plan (OR) $857K · 8
- Ronnie Chu, Md, PC 401(k) Profit Sharing Plan (AL) $857K · 11
Similar participant headcount
Nearest other-state filings by covered participants (2 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.