401(k) · DOL Form 5500 · 2023

Avenue 360 Health and Wellness 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 186
Participants Below avg headcount: 43rd
Percentile by assets National rank: $24,708
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Avenue 360 Health and Wellness · Sponsored by Avenue 360 Health and Wellness · Texas · Healthcare & Social Assistance

$5M in assets, 186 participants

Avenue 360 Health and Wellness's Avenue 360 Health and Wellness reported $5M in total assets and 186 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.

#8,178 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Avenue 360 Health and Wellness covers 186 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#8,178
in Healthcare & Social Assistance (17,684 peers): +14.7%
assets growth YoY

Avenue 360 Health and Wellness's mid-pack asset rank among Healthcare & Social Assistance and all filers

Avenue 360 Health and Wellness vs every filed plan by assets

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

$4,595,780 43rd percentile higher than 43% 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

Avenue 360 Health and Wellness 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. Avenue 360 Health and Wellness sits mid-pack in the medium band (186 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Avenue 360 Health and Wellness reported net income rose from $107K in the plan year 2022 filing to $588K in the plan year 2023 filing.
Avenue 360 Health and Wellness reported participants fell from 237 in the plan year 2022 filing to 186 in the plan year 2023 filing.
Avenue 360 Health and Wellness end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760549240 · Avenue 360 Health and Wellness PY 2023 · 401(k)

Avenue 360 Health and Wellness · $5M · 186 · 43rd

BOOK $5M
VS-ST 186
BOY 43rd
SCH 401(k)
EBSA near Perry Reid Properties 401(k) Plan
PART ind #8178

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Avenue 360 Health and Wellness and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$588K
Employer EIN	760549240
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Avenue 360 Health and Wellness)

Latest sponsor-wide plan assets: $4M 2.5009162990450777% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	237	$4M
2023	1	186	$5M
2024	1	237	$4M

Nearby 401(k) Plans in Texas

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

Avenue 360 Health and Wellness vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Avenue 360 Health and Wellness side-by-side with 3 peers →

Avenue 360 Health and Wellness's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Perry Reid Properties 401(k) Plan in NE ($5M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Perry Reid Properties 401(k) Plan (NE) $5M · 215
Nuvar, Inc. 401(k) Savings Plan (MI) $5M · 125
Prime Controls, Inc. 401(k) Plan (OH) $5M · 16
Liquid Energy Pipeline Association 401 (K) Plan (DC) $5M · 6

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

Dennelisse Corporation 401(k) Plan (NY) 186 · 0 off
Knock, Inc 401(k) Plan (WA) 186 · 0 off
Lixi Group 401(k) Plan (NY) 186 · 0 off
Resource Data, Inc. 401(k) Plan (AK) 186 · 0 off

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 Avenue 360 Health and Wellness assets move in 2023? ▼

Avenue 360 Health and Wellness grew at a solid clip - up 14.7% during 2023, from $4M to $5M. Reported net income was $588K.

How have Avenue 360 Health and Wellness plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Avenue 360 Health and Wellness's sponsor-wide assets declined 2.5%, from $4M to $4M.

Which 401(k) plans are similar in size to Avenue 360 Health and Wellness? ▼

Among 401(k) plans in other states, the closest by assets is Perry Reid Properties 401(k) Plan in NE ($5M, 215 participants).

Which 401(k) plans cover a similar participant headcount to Avenue 360 Health and Wellness? ▼

Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M 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 760549240.