401(k) · DOL Form 5500 · 2023

Avalon Health Care, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
4,057
Participants Above avg headcount
79th
Percentile by assets National rank
$7,154
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avalon Health Care, Inc. 401(k) Plan · Sponsored by Avalon Health Care, Inc. · Utah · Healthcare & Social Assistance

$29M in assets, 4,057 participants

Avalon Health Care, Inc.'s Avalon Health Care, Inc. 401(k) Plan reported $29M in total assets and 4,057 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,496 in Healthcare & Social Assistance (17,684 peers)

Coverage in Utah

Avalon Health Care, Inc. 401(k) Plan covers 4,057 participants in Utah, 6.9x the typical Utah plan (state average ~592 per filing). Assets: $29M.

#14,496
in Healthcare & Social Assistance (17,684 peers)
-15.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

Avalon Health Care, Inc. 401(k) Plan's outsized position by total assets

Avalon Health Care, Inc. 401(k) Plan vs every filed plan by assets

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

$29,024,612 Top 21% higher than 79% 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

Avalon Health Care, Inc. 401(k) 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. Avalon Health Care, Inc. 401(k) Plan lands in the large band (4,057 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avalon Health Care, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $445K in the plan year 2023 filing.
  • Avalon Health Care, Inc. 401(k) Plan end-of-year assets fell from $34M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Avalon Health Care, Inc. 401(k) Plan reported participants rose from 3,939 in the plan year 2022 filing to 4,057 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870462037 · Avalon Health Care, Inc. PY 2023 · 401(k)

Avalon Health Care, Inc. 401(k) Plan · $29M · 4,057 · 79th

  • TYPE $29M
  • TYPE 4,057
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Mte Employee Savings and Retirement Plan
  • TYPE ind #14496

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 Utah →

Avalon Health Care, Inc. 401(k) Plan in the asset neighbourhood

Mte Employee Savings and Retirement PlanMte Employee Savings and Ret…$29MEnglobal 401(k) Plan$29MCreativeone 401(k) Plan$29MAvalon Health Care, Inc. 401(k) PlanAvalon Health Care, Inc. 401…$29MThe Fall River Group, Inc. Employees' 401(k) Profit Sharing PlanThe Fall River Group, Inc. E…$29M
End-of-year total assets ($M) among Avalon Health Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income$445K
Employer EIN870462037
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avalon Health Care, Inc.)

Sponsor-wide plan assets over time

All Avalon Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 14.320881990011102% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $34.4M $29.5M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 3,939 $34M
2023 1 4,057 $29M
2024 1 2,303 $30M

Nearby 401(k) Plans in Utah

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

Avalon Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Avalon Health Care, Inc. 401(k) Plan, Total assets ($B): 0.029024612 · Participants: 4057Avalon Health Care, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Avalon Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Avalon Health Care, Inc. 401(k) Plan side-by-side with 3 peers →

Avalon Health Care, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Mte Employee Savings and Retirement Plan in IL ($29M); by covered participants it is Cambridge Healthcare Services, LLC 401(k) Plan in CA (4,056 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,057 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 Avalon Health Care, Inc. 401(k) Plan assets move in 2023? ▼
Avalon Health Care, Inc. 401(k) Plan declined sharply - down 15.7% during 2023, from $34M to $29M. Reported net income was $445K.
How have Avalon Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Health Care, Inc.'s sponsor-wide assets declined 14.3%, from $34M to $30M.
Where does Avalon Health Care, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Avalon Health Care, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Avalon Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mte Employee Savings and Retirement Plan in IL ($29M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cambridge Healthcare Services, LLC 401(k) Plan in CA (4,056 participants, $30M 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 870462037.

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.