401(k) · DOL Form 5500 · 2023

Avma Life Trust, LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
3,218
Participants Above avg headcount
86th
Percentile by assets National rank
$16,360
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avma Life Trust, LLC 401(k) Plan · Sponsored by Avma Life Trust, LLC · Illinois · Professional & Technical Services

$53M in assets, 3,218 participants

Avma Life Trust, LLC's Avma Life Trust, LLC 401(k) Plan reported $53M in total assets and 3,218 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,696 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Avma Life Trust, LLC 401(k) Plan covers 3,218 participants in Illinois, 4.1x the typical Illinois plan (state average ~779 per filing). Assets: $53M.

#17,696
in Professional & Technical Services (20,321 peers)
+63.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Avma Life Trust, LLC 401(k) Plan's outsized position by total assets

Avma Life Trust, LLC 401(k) Plan vs every filed plan by assets

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

$52,645,971 Top 14% higher than 86% 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

Avma Life Trust, LLC 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. Avma Life Trust, LLC 401(k) Plan lands in the large band (3,218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avma Life Trust, LLC 401(k) Plan reported net income rose from $13M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Avma Life Trust, LLC 401(k) Plan reported participants rose from 1,941 in the plan year 2022 filing to 3,218 in the plan year 2023 filing.
  • Avma Life Trust, LLC 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842685033 · Avma Life Trust, LLC PY 2023 · 401(k)

Avma Life Trust, LLC 401(k) Plan · $53M · 3,218 · 86th

  • PCT $53M
  • EIN 3,218
  • RANK 86th
  • PHOTO 401(k)
  • IND near Spectrum Equity Management, Inc. Profit Sharing Retirement Plan
  • EOY ind #17696

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Avma Life Trust, LLC 401(k) Plan in the asset neighbourhood

Avma Life Trust, LLC 401(k) PlanAvma Life Trust, LLC 401(k) …$53MSyntax 401(k) Savings Plan$53MOmaha Truck Center, Inc. 401(k) Retirement PlanOmaha Truck Center, Inc. 401…$53MSpectrum Equity Management, Inc. Profit Sharing Retirement PlanSpectrum Equity Management, …$53MThe Contractors Retirement PlanThe Contractors Retirement P…$53M
End-of-year total assets ($M) among Avma Life Trust, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$53M
Net Income$23M
Employer EIN842685033
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avma Life Trust, LLC)

Sponsor-wide plan assets over time

All Avma Life Trust, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 132.6042406364302% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $32.1M $74.7M ▲ +132.6%
Year Plans Participants Total Assets
2022 1 1,941 $32M
2023 1 3,218 $53M
2024 1 3,422 $75M

Nearby 401(k) Plans in Illinois

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

Avma Life Trust, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Avma Life Trust, LLC 401(k) Plan, Total assets ($B): 0.052645971 · Participants: 3218Avma Life Trust, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Avma Life Trust, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Avma Life Trust, LLC 401(k) Plan side-by-side with 3 peers →

Avma Life Trust, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Spectrum Equity Management, Inc. Profit Sharing Retirement Plan in CA ($53M); by covered participants it is Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan in TX (3,219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,218 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 Avma Life Trust, LLC 401(k) Plan assets move in 2023? ▼
Avma Life Trust, LLC 401(k) Plan surged - up 63.9% during 2023, from $32M to $53M. Reported net income was $23M.
How have Avma Life Trust, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avma Life Trust, LLC's sponsor-wide assets grew 132.6%, from $32M to $75M.
Where does Avma Life Trust, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Avma Life Trust, LLC 401(k) Plan ranks in the 86th 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 Avma Life Trust, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spectrum Equity Management, Inc. Profit Sharing Retirement Plan in CA ($53M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Avma Life Trust, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan in TX (3,219 participants, $256M 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 842685033.

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.