401(k) · DOL Form 5500 · 2023

Avidian Wealth Solutions LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
53
Participants Small participant base
43rd
Percentile by assets National rank
$87,783
Avg per participant Below avg balance/head
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Official DOL plan name: Avidian Wealth Solutions LLC 401(k) Plan · Sponsored by Avidian Wealth Solutions LLC · Texas · Finance & Insurance

$5M in assets, 53 participants

Avidian Wealth Solutions LLC's Avidian Wealth Solutions LLC 401(k) Plan reported $5M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,679 in Finance & Insurance (8,869 peers)

Avidian Wealth Solutions LLC multi-year trail

Avidian Wealth Solutions LLC's plans moved +41.9% in assets from 2022 to 2024; this filing shows Avidian Wealth Solutions LLC 401(k) Plan at $5M / 53 participants.

#2,679
in Finance & Insurance (8,869 peers)
-4.1%
assets change YoY

The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avidian Wealth Solutions LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Avidian Wealth Solutions LLC 401(k) Plan vs every filed plan by assets

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

$4,652,490 43rd percentile higher than 43% 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

Avidian Wealth Solutions 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. Avidian Wealth Solutions LLC 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avidian Wealth Solutions LLC 401(k) Plan reported participants rose from 48 in the plan year 2022 filing to 53 in the plan year 2023 filing.
  • Avidian Wealth Solutions LLC 401(k) Plan reported net income rose from -$213K in the plan year 2022 filing to -$200K in the plan year 2023 filing.
  • Avidian Wealth Solutions LLC 401(k) Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061667250 · Avidian Wealth Solutions LLC PY 2023 · 401(k)

Avidian Wealth Solutions LLC 401(k) Plan · $5M · 53 · 43rd

  • 5500 $5M
  • 5500 53
  • 5500 43rd
  • 5500 401(k)
  • 5500 near Issa, LLC 401(k) Plan
  • 5500 ind #2679

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 Texas →

Avidian Wealth Solutions LLC 401(k) Plan in the asset neighbourhood

Avidian Wealth Solutions LLC 401(k) PlanAvidian Wealth Solutions LLC…$5MIssa, LLC 401(k) Plan$5MHobie Cat Company II 401(k) PlanHobie Cat Company II 401(k) …$5MErickson/Aamondt Orthodontics, P.a. 401(k) PlanErickson/Aamondt Orthodontic…$5MAutozone Puerto Rico, Inc. Retirement Savings PlanAutozone Puerto Rico, Inc. R…$5M
End-of-year total assets ($M) among Avidian Wealth Solutions LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Avidian Wealth Solutions LLC multi-year asset trail

Sponsor-wide plan assets over time

All Avidian Wealth Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.87325547249713% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.85M $6.88M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 48 $5M
2023 1 53 $5M
2024 1 45 $7M

Avidian Wealth Solutions LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$200K
Employer EIN061667250
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Avidian Wealth Solutions LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Avidian Wealth Solutions LLC 401(k) Plan, Total assets ($B): 0.00465249 · Participants: 53Avidian Wealth Solutions LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Avidian Wealth Solutions LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Avidian Wealth Solutions LLC 401(k) Plan side-by-side with 3 peers →

Avidian Wealth Solutions LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Issa, LLC 401(k) Plan in AZ ($5M); by covered participants it is Pensando Systems, Inc. 401(k) in CA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Avidian Wealth Solutions LLC 401(k) Plan assets move in 2023? ▼
Avidian Wealth Solutions LLC 401(k) Plan edged down modestly - down 4.1% during 2023, from $5M to $5M. Reported net income was -$200K.
How have Avidian Wealth Solutions LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avidian Wealth Solutions LLC's sponsor-wide assets grew 41.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Avidian Wealth Solutions LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Issa, LLC 401(k) Plan in AZ ($5M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Avidian Wealth Solutions LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pensando Systems, Inc. 401(k) in CA (53 participants, N/A 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 061667250.

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.