401(k) · DOL Form 5500 · 2023

Avista Corporation 401(k) Plan

Data updated 2026-08-25

$751M
Total assets Above avg plan size
1,885
Participants Near avg headcount
98th
Percentile by assets National rank
$398,584
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Investment & Employee Stock Ownership Plan of Avista · Sponsored by Avista Corporation · Washington · Utilities

$751M in assets, 1,885 participants

Avista Corporation's Investment & Employee Stock Ownership Plan of Avista reported $751M in total assets and 1,885 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.

  • #618 in Utilities (721 peers)

Where Investment & Employee Stock Ownership Plan of Avista sits by assets

Investment & Employee Stock Ownership Plan of Avista sits in the top 5% of all filed plans by assets, $751M for 1,885 participants (~$398,584/participant), up 12.2% in 2023.

#618
in Utilities (721 peers)
+12.2%
assets growth YoY
7.5×
vs typical plan assets (national mean)

Investment & Employee Stock Ownership Plan of Avista's outsized position by total assets

Investment & Employee Stock Ownership Plan of Avista vs every filed plan by assets

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

$751,330,437 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

Investment & Employee Stock Ownership Plan of Avista's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investment & Employee Stock Ownership Plan of Avista lands in the large band (1,885 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Investment & Employee Stock Ownership Plan of Avista reported net income rose from -$119M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Investment & Employee Stock Ownership Plan of Avista end-of-year assets rose from $670M in the plan year 2022 filing to $751M in the plan year 2023 filing.
  • Investment & Employee Stock Ownership Plan of Avista reported participants rose from 1,847 in the plan year 2022 filing to 1,885 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 910462470 · Avista Corporation PY 2023 · 401(k)

Investment & Employee Stock Ownership Plan of Avista · $751M · 1,885 · 98th

  • TYPE $751M
  • NET 1,885
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near Excellus 401(k) Plan
  • SCH ind #618

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 Utilities retirement plans → · Plans in Washington →

Investment & Employee Stock Ownership Plan of Avista in the asset neighbourhood

Wipfli LLP 401(k) Profit Sharing PlanWipfli LLP 401(k) Profit Sha…$752MHcr Manorcare Retirement Savings 401(k) PlanHcr Manorcare Retirement Sav…$751MInvestment & Employee Stock Ownership Plan of AvistaInvestment & Employee Stock …$751MExcellus 401(k) Plan$751MGiant Eagle Inc Employee Savings PlanGiant Eagle Inc Employee Sav…$751M
End-of-year total assets ($M) among Investment & Employee Stock Ownership Plan of Avista and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$670M
Net Assets (End of Year)$751M
Net Income$82M
Employer EIN910462470
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avista Corporation)

Sponsor-wide plan assets over time

All Avista Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 19.7788569286202% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.22B $1.46B ▲ +19.7%
Year Plans Participants Total Assets
2022 2 3,093 $1.2B
2023 2 3,042 $1.3B
2024 2 3,132 $1.5B

Nearby 401(k) Plans in Washington

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

Investment & Employee Stock Ownership Plan of Avista vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Investment & Employee Stock Ownership Plan of Avista, Total assets ($B): 0.751330437 · Participants: 1885Investment & Employee Stock Ownership Plan of AvistaThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Investment & Employee Stock Ownership Plan of Avista vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Investment & Employee Stock Ownership Plan of Avista side-by-side with 3 peers →

Investment & Employee Stock Ownership Plan of Avista's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Excellus 401(k) Plan in NY ($751M); by covered participants it is Pearce Services, LLC 401(k) Profit Sharing Plan in CA (1,885 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($751M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,885 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 Investment & Employee Stock Ownership Plan of Avista assets move in 2023? ▼
Investment & Employee Stock Ownership Plan of Avista grew at a solid clip - up 12.2% during 2023, from $670M to $751M. Reported net income was $82M.
How have Avista Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avista Corporation's sponsor-wide assets grew 19.8%, from $1.2B to $1.5B.
Where does Investment & Employee Stock Ownership Plan of Avista rank by assets among Form 5500 filers? ▼
Investment & Employee Stock Ownership Plan of Avista 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 401(k) plans are similar in size to Investment & Employee Stock Ownership Plan of Avista? ▼
Among 401(k) plans in other states, the closest by assets is Excellus 401(k) Plan in NY ($751M, 4,279 participants).
Which 401(k) plans cover a similar participant headcount to Investment & Employee Stock Ownership Plan of Avista? ▼
Among 401(k) plans in other states, the closest by covered participants is Pearce Services, LLC 401(k) Profit Sharing Plan in CA (1,885 participants, $25M 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 910462470.

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.