Other · DOL Form 5500 · 2023
Avance, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 1,008
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $13,779
- Avg per participant Low balance/head
Official DOL plan name: Avance, Inc. 403(b) Plan · Sponsored by Avance, Inc. · Texas · Healthcare & Social Assistance
$14M in assets, 1,008 participants
Avance, Inc.'s Avance, Inc. 403(b) Plan reported $14M in total assets and 1,008 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #12,505 in Healthcare & Social Assistance (17,684 peers)
Avance, Inc. multi-year trail
Avance, Inc.'s plans moved +44.0% in assets from 2022 to 2024; this filing shows Avance, Inc. 403(b) Plan at $14M / 1,008 participants.
- #12,505
- in Healthcare & Social Assistance (17,684 peers)
- +20.8%
- assets growth YoY
Avance, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Avance, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,889,592 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Avance, Inc. 403(b) Plan'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. Avance, Inc. 403(b) Plan lands in the large band (1,008 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Avance, Inc. 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Avance, Inc. 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Avance, Inc. 403(b) Plan reported participants rose from 979 in the plan year 2022 filing to 1,008 in the plan year 2023 filing.
DOL schedule card
Filing strip 741769114 · Avance, Inc. PY 2023 · Other
Avance, Inc. 403(b) Plan · $14M · 1,008 · 66th
- IND $14M
- IND 1,008
- IND 66th
- IND Other
- IND near Indianapolis Symphony Orchestra 403(b) Plan
- IND ind #12505
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Avance, Inc. 403(b) Plan in the asset neighbourhood
Avance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Avance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.99867732637189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 979 | $11M |
| 2023 | 1 | 1,008 | $14M |
| 2024 | 1 | 994 | $17M |
Avance, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 741769114 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Avance, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Indianapolis Symphony Orchestra 403(b) Plan in IN ($14M); by covered participants it is Atlantic General Hospital Corporation Tax Deferred Plan in MD (1,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Indianapolis Symphony Orchestra 403(b) Plan (IN) $14M · 155
- 403(b) Thrift Plan of Second Harvest Heartland (MN) $14M · 230
- Hcap Retirement Savings Plan (HI) $14M · 240
- Harlem Village Academy Charter School 403(b) Plan (NY) $14M · 209
Similar participant headcount
Nearest other-state filings by covered participants (1,008 participants); asset peers above are excluded.
- Atlantic General Hospital Corporation Tax Deferred Plan (MD) 1,010 · 2 off
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement (NJ) 1,011 · 3 off
- St. Catherine University Defined Contribution Retirement Plan (MN) 1,004 · 4 off
- Transpak 401(k) Plan (CA) 1,004 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.