Profit Sharing · DOL Form 5500 · 2024

Awvo Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$779K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$155,824
Avg per participant Above avg balance/head
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Official DOL plan name: Awvo Holdings Inc. Retirement Plan · Sponsored by Awvo Holdings Inc. · North Carolina · Wholesale Trade

$779K in assets, 5 participants

Awvo Holdings Inc.'s Awvo Holdings Inc. Retirement Plan reported $779K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #685 in Wholesale Trade (6,080 peers)

Awvo Holdings Inc. multi-year trail

Awvo Holdings Inc.'s plans moved +53.4% in assets from 2022 to 2024; this filing shows Awvo Holdings Inc. Retirement Plan at $779K / 5 participants.

#685
in Wholesale Trade (6,080 peers)
+16.1%
assets growth YoY

Awvo Holdings Inc. Retirement Plan among the smaller filed plans by assets

Awvo Holdings Inc. Retirement Plan vs every filed plan by assets

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

$779,118 21st percentile higher than 21% 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

Awvo Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Awvo Holdings Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Awvo Holdings Inc. Retirement Plan reported net income fell from $163K in the plan year 2023 filing to $108K in the plan year 2024 filing.
  • Awvo Holdings Inc. Retirement Plan end-of-year assets rose from $671K in the plan year 2023 filing to $779K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820827125 · Awvo Holdings Inc. PY 2024 · Profit Sharing

Awvo Holdings Inc. Retirement Plan · $779K · 5 · 21st

  • SCH $779K
  • EBSA 5
  • PART 21st
  • TYPE Profit Sharing
  • NET near Agape Global Investments Corporation Retirement Plan
  • BOOK ind #685

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Awvo Holdings Inc. Retirement Plan in the asset neighbourhood

Awvo Holdings Inc. Retirement PlanAwvo Holdings Inc. Retiremen…$779KAgape Global Investments Corporation Retirement PlanAgape Global Investments Cor…$779KKenneth M. Owyang, O.D. Profit Sharing PlanKenneth M. Owyang, O.D. Prof…$779KBrian Fussel 401(k) Profit Sharing PlanBrian Fussel 401(k) Profit S…$780KFernando R. Miranda Ramirez Retirement PlanFernando R. Miranda Ramirez …$778K
End-of-year total assets ($M) among Awvo Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Awvo Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Awvo Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$779K 53.42737131480537% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.51M $0.78M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 7 $508K
2023 1 5 $671K
2024 1 5 $779K

Awvo Holdings Inc. filing trail (2024)

Total Assets (Beginning of Year)$671K
Net Assets (End of Year)$779K
Net Income$108K
Employer EIN820827125
Plan Effective Date2017-03-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Awvo Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Awvo Holdings Inc. Retirement Plan, Total assets ($B): 0.000779118 · Participants: 5Awvo Holdings Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Awvo Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Awvo Holdings Inc. Retirement Plan side-by-side with 3 peers →

Awvo Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Agape Global Investments Corporation Retirement Plan in MI ($779K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Awvo Holdings Inc. Retirement Plan assets move in 2024? ▼
Awvo Holdings Inc. Retirement Plan grew sharply - up 16.1% during 2024, from $671K to $779K. Reported net income was $108K.
How have Awvo Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Awvo Holdings Inc.'s sponsor-wide assets grew 53.4%, from $508K to $779K.
Where does Awvo Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Awvo Holdings Inc. Retirement Plan ranks in the 21st 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 Profit Sharing plans are similar in size to Awvo Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Agape Global Investments Corporation Retirement Plan in MI ($779K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Awvo Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 820827125.

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.