401(k) · DOL Form 5500 · 2023

Avenu Insights & Analytics, LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
604
Participants Below avg headcount
87th
Percentile by assets National rank
$98,432
Avg per participant Below avg balance/head
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Official DOL plan name: Avenu Insights & Analytics, LLC 401(k) Plan · Sponsored by Avenu Insights & Analytics, LLC · Virginia · Management of Enterprises

$59M in assets, 604 participants

Avenu Insights & Analytics, LLC's Avenu Insights & Analytics, LLC 401(k) Plan reported $59M in total assets and 604 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #796 in Management of Enterprises (1,137 peers)

Where Avenu Insights & Analytics, LLC 401(k) Plan sits by assets

Avenu Insights & Analytics, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 604 participants (~$98,432/participant), up 19.1% in 2023.

#796
in Management of Enterprises (1,137 peers)
+19.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Avenu Insights & Analytics, LLC 401(k) Plan's outsized position by total assets

Avenu Insights & Analytics, LLC 401(k) Plan vs every filed plan by assets

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

$59,452,761 Top 13% higher than 87% 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

Avenu Insights & Analytics, 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. Avenu Insights & Analytics, LLC 401(k) Plan sits mid-pack in the medium band (604 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avenu Insights & Analytics, LLC 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Avenu Insights & Analytics, LLC 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Avenu Insights & Analytics, LLC 401(k) Plan reported participants rose from 598 in the plan year 2022 filing to 604 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814960875 · Avenu Insights & Analytics, LLC PY 2023 · 401(k)

Avenu Insights & Analytics, LLC 401(k) Plan · $59M · 604 · 87th

  • 5500 $59M
  • ASSETS 604
  • PCT 87th
  • EIN 401(k)
  • RANK near Merchants Automotive Group, LLC 401(k) Plan
  • PHOTO ind #796

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 Management of Enterprises retirement plans → · Plans in Virginia →

Avenu Insights & Analytics, LLC 401(k) Plan in the asset neighbourhood

Crossover Health 401(k) Plan$59MAvenu Insights & Analytics, LLC 401(k) PlanAvenu Insights & Analytics, …$59MMerchants Automotive Group, LLC 401(k) PlanMerchants Automotive Group, …$59MBi-Con Services, Inc. 401(k) Profit Sharing PlanBi-Con Services, Inc. 401(k)…$59MWasatch Pediatrics, Inc. 401(k) Profit Sharing PlanWasatch Pediatrics, Inc. 401…$59M
End-of-year total assets ($M) among Avenu Insights & Analytics, 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)$50M
Net Assets (End of Year)$59M
Net Income$10M
Employer EIN814960875
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avenu Insights & Analytics, LLC)

Sponsor-wide plan assets over time

All Avenu Insights & Analytics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 30.439470177235318% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.9M $65.1M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 598 $50M
2023 1 604 $59M
2024 1 553 $65M

Nearby 401(k) Plans in Virginia

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

Avenu Insights & Analytics, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Avenu Insights & Analytics, LLC 401(k) Plan, Total assets ($B): 0.059452761 · Participants: 604Avenu Insights & Analytics, LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Avenu Insights & Analytics, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Avenu Insights & Analytics, LLC 401(k) Plan side-by-side with 3 peers →

Avenu Insights & Analytics, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Merchants Automotive Group, LLC 401(k) Plan in NH ($59M); by covered participants it is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (604 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 Avenu Insights & Analytics, LLC 401(k) Plan assets move in 2023? ▼
Avenu Insights & Analytics, LLC 401(k) Plan grew sharply - up 19.1% during 2023, from $50M to $59M. Reported net income was $10M.
How have Avenu Insights & Analytics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avenu Insights & Analytics, LLC's sponsor-wide assets grew 30.4%, from $50M to $65M.
Where does Avenu Insights & Analytics, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Avenu Insights & Analytics, LLC 401(k) Plan ranks in the 87th 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 Avenu Insights & Analytics, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merchants Automotive Group, LLC 401(k) Plan in NH ($59M, 702 participants).
Which 401(k) plans cover a similar participant headcount to Avenu Insights & Analytics, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants, $64M 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 814960875.

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.