401(k) · DOL Form 5500 · 2024

Advenir Living, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
284
Participants Below avg headcount
42nd
Percentile by assets National rank
$17,438
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advenir 401(k) Plan · Sponsored by Advenir Living, LLC · Florida · Real Estate

$5M in assets, 284 participants

Advenir Living, LLC's Advenir 401(k) Plan reported $5M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,837 in Real Estate (4,605 peers)

Coverage in Florida

Advenir 401(k) Plan covers 284 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#2,837
in Real Estate (4,605 peers)
+34.4%
assets growth YoY

Advenir 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Advenir 401(k) Plan vs every filed plan by assets

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

$4,952,481 42nd percentile higher than 42% 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

Advenir 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advenir 401(k) Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advenir 401(k) Plan reported net income rose from $873K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Advenir 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Advenir 401(k) Plan reported participants fell from 309 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061536948 · Advenir Living, LLC PY 2024 · 401(k)

Advenir 401(k) Plan · $5M · 284 · 42nd

  • TYPE $5M
  • NET 284
  • BOOK 42nd
  • VS-ST 401(k)
  • BOY near R. C. Moore, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #2837

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 Real Estate retirement plans → · Plans in Florida →

Advenir 401(k) Plan in the asset neighbourhood

Advenir 401(k) Plan$5MR. C. Moore, Inc. 401(k) Profit Sharing Plan and TrustR. C. Moore, Inc. 401(k) Pro…$5MScientic, Inc. 401(k) Plan$5MAmtraco 401(k) Plan$5MOn-Target Supplies & Logistics, Ltd. 401(k) Profit Sharing PlanOn-Target Supplies & Logisti…$5M
End-of-year total assets ($M) among Advenir 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN061536948
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advenir Living, LLC)

Sponsor-wide plan assets over time

All Advenir Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 76.12967034373958% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.81M $4.95M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 284 $3M
2023 1 309 $4M
2024 1 284 $5M

Nearby 401(k) Plans in Florida

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

Advenir 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Advenir 401(k) Plan, Total assets ($B): 0.004952481 · Participants: 284Advenir 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Advenir 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Advenir 401(k) Plan side-by-side with 3 peers →

Advenir 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is R. C. Moore, Inc. 401(k) Profit Sharing Plan and Trust in ME ($5M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Advenir 401(k) Plan assets move in 2024? ▼
Advenir 401(k) Plan surged - up 34.4% during 2024, from $4M to $5M. Reported net income was $1M.
How have Advenir Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advenir Living, LLC's sponsor-wide assets grew 76.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Advenir 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R. C. Moore, Inc. 401(k) Profit Sharing Plan and Trust in ME ($5M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Advenir 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 061536948.

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.