Defined Benefit (Pension) · DOL Form 5500 · 2023

Avox Systems Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
65
Participants Small participant base
60th
Percentile by assets National rank
$166,225
Avg per participant Above avg balance/head
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Official DOL plan name: Avox Systems Union Pension Plan · Sponsored by Avox Systems Inc. · New York · Manufacturing

$11M in assets, 65 participants

Avox Systems Inc.'s Avox Systems Union Pension Plan reported $11M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,771 in Manufacturing (18,722 peers)

What the 2023 filing shows

Avox Systems Union Pension Plan holds $11M for 65 participants - about $166,225 per participant, above the median plan by assets.

#8,771
in Manufacturing (18,722 peers)
+5.8%
assets growth YoY

Avox Systems Union Pension Plan's mid-pack asset rank among Manufacturing and all filers

Avox Systems Union Pension Plan vs every filed plan by assets

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

$10,804,636 Top 40% higher than 60% 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

Avox Systems Union Pension 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. Avox Systems Union Pension Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avox Systems Union Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $593K in the plan year 2023 filing.
  • Avox Systems Union Pension Plan reported participants fell from 79 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • Avox Systems Union Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263112854 · Avox Systems Inc. PY 2023 · Defined Benefit (Pension)

Avox Systems Union Pension Plan · $11M · 65 · 60th

  • PHOTO $11M
  • PHOTO 65
  • PHOTO 60th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan
  • PHOTO ind #8771

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 Manufacturing retirement plans → · Plans in New York →

Avox Systems Union Pension Plan in the asset neighbourhood

Winsouth Credit Union Cash Balance Defined Benefit Plan and TrustWinsouth Credit Union Cash B…$11MRwc, Inc. Bargaining Employees' Retirement PlanRwc, Inc. Bargaining Employe…$11MWec Pension Plan for Newington BoilermakersWec Pension Plan for Newingt…$11MAvox Systems Union Pension PlanAvox Systems Union Pension P…$11MWoltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement PlanWoltz & Wind Ford, Inc. and …$11M
End-of-year total assets ($M) among Avox Systems Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$593K
Employer EIN263112854
Plan Effective Date1966-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avox Systems Inc.)

Sponsor-wide plan assets over time

All Avox Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 9.576443759418314% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $48M $43.4M ▼ -9.6%
Year Plans Participants Total Assets
2022 4 475 $48M
2023 4 458 $52M
2024 4 499 $43M

Nearby Defined Benefit (Pension) Plans in New York

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

Avox Systems Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Avox Systems Union Pension Plan, Total assets ($B): 0.010804636 · Participants: 65Avox Systems Union Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Avox Systems Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Avox Systems Union Pension Plan side-by-side with 3 peers →

Avox Systems Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan in PA ($11M); by covered participants it is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Avox Systems Union Pension Plan assets move in 2023? ▼
Avox Systems Union Pension Plan grew at a solid clip - up 5.8% during 2023, from $10M to $11M. Reported net income was $593K.
How have Avox Systems Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avox Systems Inc.'s sponsor-wide assets declined 9.6%, from $48M to $43M.
Which Defined Benefit (Pension) plans are similar in size to Avox Systems Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan in PA ($11M, 144 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avox Systems Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants, $22M 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 263112854.

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.