Defined Benefit (Pension) · DOL Form 5500 · 2023

Avaya Inc. Pension Plan

Data updated 2026-08-25

$678M
Total assets Above avg plan size
278
Participants Below avg headcount
98th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Avaya Inc. Pension Plan · Sponsored by Avaya Inc. · New Jersey · Information & Media

$678M in assets, 278 participants

Avaya Inc.'s Avaya Inc. Pension Plan reported $678M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,723 in Information & Media (2,818 peers)

Coverage in New Jersey

Avaya Inc. Pension Plan covers 278 participants in New Jersey, about 33% of the average New Jersey filer (state average ~844 per filing). Assets: $678M.

#2,723
in Information & Media (2,818 peers)
-1.8%
assets change YoY
6.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avaya Inc. Pension Plan's outsized position by total assets

Avaya Inc. Pension Plan vs every filed plan by assets

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

$677,996,052 Top 2% higher than 98% 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

Avaya Inc. Pension 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. Avaya Inc. Pension Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avaya Inc. Pension Plan reported net income rose from -$248M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
  • Avaya Inc. Pension Plan reported participants fell from 312 in the plan year 2022 filing to 278 in the plan year 2023 filing.
  • Avaya Inc. Pension Plan end-of-year assets fell from $690M in the plan year 2022 filing to $678M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223713430 · Avaya Inc. PY 2023 · Defined Benefit (Pension)

Avaya Inc. Pension Plan · $678M · 278 · 98th

  • NET $678M
  • BOOK 278
  • VS-ST 98th
  • BOY Defined Benefit (Pension)
  • SCH near Ti Employees Pension Plan
  • EBSA ind #2723

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 Information & Media retirement plans → · Plans in New Jersey →

Avaya Inc. Pension Plan in the asset neighbourhood

Texas Children's Hospital Cash Balance Pension PlanTexas Children's Hospital Ca…$679MSharpsaver Retirement Plan$679MTi Employees Pension Plan$678MAvaya Inc. Pension Plan$678MPermanente Physicians Retirement PlanPermanente Physicians Retire…$678M
End-of-year total assets ($M) among Avaya Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$690M
Net Assets (End of Year)$677M
Net Income-$12M
Employer EIN223713430
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avaya Inc.)

Sponsor-wide plan assets over time

All Avaya Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 0.15781511803806444% vs 2022
2024 filing year
$2.18B$2.2B$2.22B$2.24B$2.26B 202220232024 $2.2B $2.2B ▲ +0.0%
Year Plans Participants Total Assets
2022 3 3,015 $2.2B
2023 3 2,285 $2.2B
2024 3 1,923 $2.2B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Avaya Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Avaya Inc. Pension Plan, Total assets ($B): 0.677996052 · Participants: 278Avaya Inc. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Avaya Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Avaya Inc. Pension Plan side-by-side with 3 peers →

Avaya Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Ti Employees Pension Plan in TX ($678M); by covered participants it is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($678M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Avaya Inc. Pension Plan assets move in 2023? ▼
Avaya Inc. Pension Plan edged down modestly - down 1.8% during 2023, from $690M to $678M. Reported net income was -$12M.
How have Avaya Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avaya Inc.'s sponsor-wide assets grew 0.2%, from $2.2B to $2.2B.
Where does Avaya Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Avaya Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Avaya Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ti Employees Pension Plan in TX ($678M, 1,685 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avaya Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (278 participants, $98M 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 223713430.

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.