401(k) · DOL Form 5500 · 2024

Avalon Capital Group II, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
53
Participants Small participant base
65th
Percentile by assets National rank
$296,568
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avalon Capital Group II, LLC 401(k) Plan · Sponsored by Avalon Capital Group II, LLC · South Dakota · Finance & Insurance

$16M in assets, 53 participants

Avalon Capital Group II, LLC's Avalon Capital Group II, LLC 401(k) Plan reported $16M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,232 in Finance & Insurance (8,549 peers)

Avalon Capital Group II, LLC multi-year trail

Avalon Capital Group II, LLC's plans moved +39.4% in assets from 2022 to 2024; this filing shows Avalon Capital Group II, LLC 401(k) Plan at $16M / 53 participants.

#4,232
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY

Avalon Capital Group II, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Avalon Capital Group II, LLC 401(k) Plan vs every filed plan by assets

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

$15,718,097 Top 35% higher than 65% 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

Avalon Capital Group II, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avalon Capital Group II, LLC 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avalon Capital Group II, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Avalon Capital Group II, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Avalon Capital Group II, LLC 401(k) Plan reported participants rose from 50 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 814598761 · Avalon Capital Group II, LLC PY 2024 · 401(k)

Avalon Capital Group II, LLC 401(k) Plan · $16M · 53 · 65th

  • IND $16M
  • IND 53
  • IND 65th
  • IND 401(k)
  • IND near Masterpiece Flower Company, LLC 401(k) Retirement Plan
  • IND ind #4232

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 South Dakota →

Avalon Capital Group II, LLC 401(k) Plan in the asset neighbourhood

Avalon Capital Group II, LLC 401(k) PlanAvalon Capital Group II, LLC…$16MMasterpiece Flower Company, LLC 401(k) Retirement PlanMasterpiece Flower Company, …$16MWhite House Motel Profit Sharing PlanWhite House Motel Profit Sha…$16MGates Automotive Group Ees Retirement PlanGates Automotive Group Ees R…$16MAsps 401(k) Plan$16M
End-of-year total assets ($M) among Avalon Capital Group II, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Avalon Capital Group II, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Avalon Capital Group II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.440622817926965% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $15.7M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 49 $11M
2023 1 50 $13M
2024 1 53 $16M

Avalon Capital Group II, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN814598761
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Avalon Capital Group II, LLC 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Avalon Capital Group II, LLC 401(k) Plan, Total assets ($M): 15.718097 · Participants: 53Avalon Capital Group II, LLC 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Avalon Capital Group II, LLC 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Avalon Capital Group II, LLC 401(k) Plan side-by-side with 3 peers →

Avalon Capital Group II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Masterpiece Flower Company, LLC 401(k) Retirement Plan in MI ($16M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

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 Avalon Capital Group II, LLC 401(k) Plan assets move in 2024? ▼
Avalon Capital Group II, LLC 401(k) Plan grew sharply - up 22.6% during 2024, from $13M to $16M. Reported net income was $3M.
How have Avalon Capital Group II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Capital Group II, LLC's sponsor-wide assets grew 39.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Avalon Capital Group II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Masterpiece Flower Company, LLC 401(k) Retirement Plan in MI ($16M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Capital Group II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 participants, N/A 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 814598761.

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.