401(k) · DOL Form 5500 · 2023

Avalon Risk Management Insurance Agency LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
134
Participants Small participant base
71st
Percentile by assets National rank
$133,350
Avg per participant Near avg balance/head
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Official DOL plan name: Avalon Risk Management 401(k) Plan · Sponsored by Avalon Risk Management Insurance Agency LLC · Illinois · Finance & Insurance

$18M in assets, 134 participants

Avalon Risk Management Insurance Agency LLC's Avalon Risk Management 401(k) Plan reported $18M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,014 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Avalon Risk Management 401(k) Plan covers 134 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#5,014
in Finance & Insurance (8,869 peers)
+19.5%
assets growth YoY

Avalon Risk Management 401(k) Plan's outsized position by total assets

Avalon Risk Management 401(k) Plan vs every filed plan by assets

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

$17,868,902 Top 29% higher than 71% 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

Avalon Risk Management 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. Avalon Risk Management 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avalon Risk Management 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Avalon Risk Management 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Avalon Risk Management 401(k) Plan reported participants fell from 137 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201572094 · Avalon Risk Management Insurance Agency LLC PY 2023 · 401(k)

Avalon Risk Management 401(k) Plan · $18M · 134 · 71st

  • NET $18M
  • BOOK 134
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Capital Region Gaming, LLC Plan
  • EBSA ind #5014

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 →

Avalon Risk Management 401(k) Plan in the asset neighbourhood

Avalon Risk Management 401(k) PlanAvalon Risk Management 401(k…$18MCapital Region Gaming, LLC PlanCapital Region Gaming, LLC P…$18MRhode Island Novelty 401(k) Profit Sharing Plan & TrustRhode Island Novelty 401(k) …$18MThe American Legion Employees Salary Savings PlanThe American Legion Employee…$18MPatterson Pope, Inc. 401(k) Profit Sharing PlanPatterson Pope, Inc. 401(k) …$18M
End-of-year total assets ($M) among Avalon Risk Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN201572094
Plan Effective Date2010-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Avalon Risk Management Insurance Agency LLC)

Sponsor-wide plan assets over time

All Avalon Risk Management Insurance Agency LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.258755942346205% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15M $18.7M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 137 $15M
2023 1 134 $18M
2024 1 129 $19M

Nearby 401(k) Plans in Illinois

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

Avalon Risk Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Avalon Risk Management 401(k) Plan, Total assets ($B): 0.017868902 · Participants: 134Avalon Risk Management 401(k) 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
Avalon Risk Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Avalon Risk Management 401(k) Plan side-by-side with 3 peers →

Avalon Risk Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Capital Region Gaming, LLC Plan in NY ($18M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Avalon Risk Management 401(k) Plan assets move in 2023? ▼
Avalon Risk Management 401(k) Plan grew sharply - up 19.5% during 2023, from $15M to $18M. Reported net income was $3M.
How have Avalon Risk Management Insurance Agency LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Risk Management Insurance Agency LLC's sponsor-wide assets grew 25.3%, from $15M to $19M.
Which 401(k) plans are similar in size to Avalon Risk Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Region Gaming, LLC Plan in NY ($18M, 739 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Risk Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 201572094.

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.