401(k) · DOL Form 5500 · 2024
Avalon Ventures Management, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Avalon Ventures Management, LLC 401(k) Profit Sharing Plan · Sponsored by Avalon Ventures Management, LLC · California · Finance & Insurance
$13M in assets, 9 participants
Avalon Ventures Management, LLC's Avalon Ventures Management, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,894 in Finance & Insurance (8,549 peers)
Avalon Ventures Management, LLC multi-year trail
Avalon Ventures Management, LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Avalon Ventures Management, LLC 401(k) Profit Sharing Plan at $13M / 9 participants.
- #3,894
- in Finance & Insurance (8,549 peers)
- +11.6%
- assets growth YoY
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,091,409 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Avalon Ventures Management, LLC 401(k) Profit Sharing 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. Avalon Ventures Management, LLC 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avalon Ventures Management, LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Avalon Ventures Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 330942220 · Avalon Ventures Management, LLC PY 2024 · 401(k)
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan · $13M · 9 · 62nd
- PART $13M
- PART 9
- PART 62nd
- PART 401(k)
- PART near The United Group of Companies, Inc. Employee Savings Trust
- PART ind #3894
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 California →
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Avalon Ventures Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Avalon Ventures Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 33.333900289402216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $10M |
| 2023 | 1 | 9 | $12M |
| 2024 | 1 | 9 | $13M |
Avalon Ventures Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 330942220 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Avalon Ventures Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The United Group of Companies, Inc. Employee Savings Trust in NY ($13M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- The United Group of Companies, Inc. Employee Savings Trust (NY) $13M · 140
- Berman Hopkins Wright & Laham Cpa's and Associates, LLP 401(k) Profit Sharing Plan (FL) $13M · 66
- United Insurance 401(k) Retirement Savings Plan (ME) $13M · 157
- Hinkle Holding Company LLC and Subsidiaries 401(k) Plan (KY) $13M · 206
Similar participant headcount
Nearest other-state filings by covered participants (9 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.