401(k) · DOL Form 5500 · 2024

Avery Real Estate Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$530,421
Avg per participant High balance/head
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Official DOL plan name: Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Avery Real Estate Holdings, Inc. · Colorado · Finance & Insurance

$1M in assets, 2 participants

Avery Real Estate Holdings, Inc.'s Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,169 in Finance & Insurance (8,549 peers)

Avery Real Estate Holdings, Inc. multi-year trail

Avery Real Estate Holdings, Inc.'s plans moved -55.1% in assets from 2022 to 2024; this filing shows Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan at $1M / 2 participants.

#1,169
in Finance & Insurance (8,549 peers)
+23.8%
assets growth YoY

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,060,842 24th percentile higher than 24% 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

Avery Real Estate Holdings, Inc. 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. Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from -$415K in the plan year 2023 filing to $204K in the plan year 2024 filing.
  • Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $857K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 474582677 · Avery Real Estate Holdings, Inc. PY 2024 · 401(k)

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan · $1M · 2 · 24th

  • PHOTO $1M
  • PHOTO 2
  • PHOTO 24th
  • PHOTO 401(k)
  • PHOTO near Ark Pharmacies, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #1169

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 Colorado →

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing PlanAvery Real Estate Holdings, …$1MArk Pharmacies, Inc. 401(k) Profit Sharing PlanArk Pharmacies, Inc. 401(k) …$1MEps Enterprises, Inc. 401(k) PlanEps Enterprises, Inc. 401(k)…$1MEastern Maine Eye Associates Employee Stock Ownership 401(k) PlanEastern Maine Eye Associates…$1MGrace Home Health Care Inc 401(k) PlanGrace Home Health Care Inc 4…$1M
End-of-year total assets ($M) among Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Avery Real Estate Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Avery Real Estate Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 55.09220591914462% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $2.36M $1.06M ▼ -55.1%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 1 2 $857K
2024 1 2 $1M

Avery Real Estate Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$857K
Net Assets (End of Year)$1M
Net Income$204K
Employer EIN474582677
Plan Effective Date2015-07-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001060842 · Participants: 2Avery Real Estate Holdings, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Ark Pharmacies, Inc. 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.8% during 2024, from $857K to $1M. Reported net income was $204K.
How have Avery Real Estate Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avery Real Estate Holdings, Inc.'s sponsor-wide assets declined 55.1%, from $2M to $1M.
Where does Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 24th 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 401(k) plans are similar in size to Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ark Pharmacies, Inc. 401(k) Profit Sharing Plan in TX ($1M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Avery Real Estate Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 474582677.

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.