401(k) · DOL Form 5500 · 2024

Aviso Financial LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
24th
Percentile by assets National rank
$68,521
Avg per participant Below avg balance/head
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Official DOL plan name: Aviso Financial LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Aviso Financial LLC · Pennsylvania · Finance & Insurance

$1M in assets, 16 participants

Aviso Financial LLC's Aviso Financial LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,190 in Finance & Insurance (8,549 peers)

Aviso Financial LLC multi-year trail

Aviso Financial LLC's plans moved +73.4% in assets from 2022 to 2024; this filing shows Aviso Financial LLC 401(k) Profit Sharing Plan & Trust at $1M / 16 participants.

#1,190
in Finance & Insurance (8,549 peers)
+39.8%
assets growth YoY

Aviso Financial LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Aviso Financial LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,096,338 24th percentile higher than 24% of 123,620 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 2024

Aviso Financial LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aviso Financial LLC 401(k) Profit Sharing Plan & Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aviso Financial LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $152K in the plan year 2023 filing to $312K in the plan year 2024 filing.
  • Aviso Financial LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $784K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Aviso Financial LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 18 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 462775061 · Aviso Financial LLC PY 2024 · 401(k)

Aviso Financial LLC 401(k) Profit Sharing Plan & Trust · $1M · 16 · 24th

  • PCT $1M
  • PCT 16
  • PCT 24th
  • PCT 401(k)
  • PCT near Sammon Equestrian Stables and Boarding, Inc. 401(k) Plan
  • PCT ind #1190

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 Pennsylvania →

Aviso Financial LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Aviso Financial LLC 401(k) Profit Sharing Plan & TrustAviso Financial LLC 401(k) P…$1MSammon Equestrian Stables and Boarding, Inc. 401(k) PlanSammon Equestrian Stables an…$1MFlatirons Marketing and Print Services Inc. 401(k) PlanFlatirons Marketing and Prin…$1MGreen Daisy Inc. 401(k) Profit Sharing PlanGreen Daisy Inc. 401(k) Prof…$1MJ D Captial Partners LLC 401(k) Profit Sharing Plan & TrustJ D Captial Partners LLC 401…$1M
End-of-year total assets ($M) among Aviso Financial LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aviso Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Aviso Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 73.38972033712005% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.63M $1.1M ▲ +74.6%
Year Plans Participants Total Assets
2022 1 15 $632K
2023 1 18 $784K
2024 1 16 $1M

Aviso Financial LLC filing trail (2024)

Total Assets (Beginning of Year)$784K
Net Assets (End of Year)$1M
Net Income$312K
Employer EIN462775061
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Aviso Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Aviso Financial LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001096338 · Participants: 16Aviso Financial LLC 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Aviso Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aviso Financial LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Aviso Financial LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sammon Equestrian Stables and Boarding, Inc. 401(k) Plan in FL ($1M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aviso Financial LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Aviso Financial LLC 401(k) Profit Sharing Plan & Trust surged - up 39.8% during 2024, from $784K to $1M. Reported net income was $312K.
How have Aviso Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aviso Financial LLC's sponsor-wide assets grew 73.4%, from $632K to $1M.
Where does Aviso Financial LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Aviso Financial LLC 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Aviso Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sammon Equestrian Stables and Boarding, Inc. 401(k) Plan in FL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Aviso Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462775061.

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.