401(k) · DOL Form 5500 · 2023

Aviva Investors Americas LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
31
Participants Small participant base
66th
Percentile by assets National rank
$463,577
Avg per participant High balance/head
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Official DOL plan name: Aviva Investors Americas Savings & Retirement Plan · Sponsored by Aviva Investors Americas LLC · Illinois · Finance & Insurance

$14M in assets, 31 participants

Aviva Investors Americas LLC's Aviva Investors Americas Savings & Retirement Plan reported $14M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,559 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Aviva Investors Americas Savings & Retirement Plan holds $14M for 31 participants - about $463,577 per participant, above the median plan by assets.

#4,559
in Finance & Insurance (8,869 peers)
-0.3%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aviva Investors Americas Savings & Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Aviva Investors Americas Savings & Retirement Plan vs every filed plan by assets

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

$14,370,887 Top 34% higher than 66% 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

Aviva Investors Americas Savings & Retirement 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. Aviva Investors Americas Savings & Retirement 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

  • Aviva Investors Americas Savings & Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to -$38K in the plan year 2023 filing.
  • Aviva Investors Americas Savings & Retirement Plan reported participants fell from 53 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 611691139 · Aviva Investors Americas LLC PY 2023 · 401(k)

Aviva Investors Americas Savings & Retirement Plan · $14M · 31 · 66th

  • PART $14M
  • TYPE 31
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Bob Hall, Inc. 401(k) Profit Sharing Plan
  • BOY ind #4559

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 Illinois →

Aviva Investors Americas Savings & Retirement Plan in the asset neighbourhood

Aviva Investors Americas Savings & Retirement PlanAviva Investors Americas Sav…$14MBob Hall, Inc. 401(k) Profit Sharing PlanBob Hall, Inc. 401(k) Profit…$14MMission Cloud Services, Inc. 401(k) PlanMission Cloud Services, Inc.…$14MPeachtree Hotel Group 401(k) PlanPeachtree Hotel Group 401(k)…$14MFox Valley Metal Tech LLC 401(k) Retirement PlanFox Valley Metal Tech LLC 40…$14M
End-of-year total assets ($M) among Aviva Investors Americas Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$38K
Employer EIN611691139
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aviva Investors Americas LLC)

Sponsor-wide plan assets over time

All Aviva Investors Americas LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 9.111765139430037% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M$14.5M$15M 202220232024 $14.4M $13.1M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 53 $14M
2023 1 31 $14M
2024 1 27 $13M

Nearby 401(k) Plans in Illinois

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

Aviva Investors Americas Savings & Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Aviva Investors Americas Savings & Retirement Plan, Total assets ($B): 0.014370887 · Participants: 31Aviva Investors Americas Savings & Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Aviva Investors Americas Savings & Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aviva Investors Americas Savings & Retirement Plan side-by-side with 3 peers →

Aviva Investors Americas Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bob Hall, Inc. 401(k) Profit Sharing Plan in MD ($14M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

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 Aviva Investors Americas Savings & Retirement Plan assets move in 2023? ▼
Aviva Investors Americas Savings & Retirement Plan held essentially flat - down 0.3% during 2023, from $14M to $14M. Reported net income was -$38K.
How have Aviva Investors Americas LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aviva Investors Americas LLC's sponsor-wide assets declined 9.1%, from $14M to $13M.
Which 401(k) plans are similar in size to Aviva Investors Americas Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Hall, Inc. 401(k) Profit Sharing Plan in MD ($14M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Aviva Investors Americas Savings & Retirement 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 611691139.

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.