401(k) · DOL Form 5500 · 2024
Avantax, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 722
- Participants Near avg headcount
Official DOL plan name: Avantax Inc. 401(k) Retirement Plan · Sponsored by Avantax, Inc. · Texas · Information & Media
N/A in assets, 722 participants
Avantax, Inc.'s Avantax Inc. 401(k) Retirement Plan reported N/A in total assets and 722 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Avantax Inc. 401(k) Retirement Plan holds N/A for 722 participants.
- -$7M
- reported net income
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Avantax Inc. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avantax Inc. 401(k) Retirement Plan sits mid-pack in the medium band (722 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avantax Inc. 401(k) Retirement Plan reported net income fell from $21M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Avantax Inc. 401(k) Retirement Plan reported participants fell from 1,279 in the plan year 2023 filing to 722 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 911718107 · Avantax, Inc. PY 2024 · 401(k)
Avantax Inc. 401(k) Retirement Plan · N/A · 722
- EBSA N/A
- PART 722
- TYPE PY 2024
- NET 401(k)
- BOOK near Concora Credit Inc 401(k) Plan
- VS-ST -$7M
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 Texas →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$7M |
| Employer EIN | 911718107 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avantax, Inc.)
Sponsor-wide plan assets over time
All Avantax, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,051 | $110M |
| 2023 | 1 | 1,279 | $111M |
| 2024 | 1 | 722 | N/A |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Avantax Inc. 401(k) Retirement Plan's closest out-of-state 401(k) peers by headcount
Outside Texas, the nearest 401(k) by covered participants is Concora Credit Inc 401(k) Plan in OR (722 participants; this filing: 722 participants).
Similar participant headcount
Nearest other-state filings by covered participants (722 participants); asset peers above are excluded.
- Concora Credit Inc 401(k) Plan (OR) 722 · 0 off
- Kuhn North America Retirement Savings Plan (WI) 722 · 0 off
- Gpd Group 401(k) Retirement Plan (OH) 722 · 0 off
- Jmb Realty Corporation Employees Savings Plan (IL) 722 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.