401(k) · DOL Form 5500 · 2024

Avatar Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
34th
Percentile by assets National rank
$137,167
Avg per participant Near avg balance/head
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Official DOL plan name: Avatar Systems, Inc. 401(k) Plan · Sponsored by Avatar Systems, Inc. · Texas · Professional & Technical Services

$3M in assets, 21 participants

Avatar Systems, Inc.'s Avatar Systems, Inc. 401(k) Plan reported $3M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,043 in Professional & Technical Services (20,173 peers)

2024 asset change

Avatar Systems, Inc. 401(k) Plan pulled back noticeably 10.9% in 2024 ($3M → $3M) for 21 participants.

#6,043
in Professional & Technical Services (20,173 peers)
-10.9%
assets change YoY

The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avatar Systems, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Avatar Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$2,880,514 34th percentile higher than 34% 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

Avatar Systems, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avatar Systems, Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avatar Systems, Inc. 401(k) Plan reported net income fell from $529K in the plan year 2023 filing to -$353K in the plan year 2024 filing.
  • Avatar Systems, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Avatar Systems, Inc. 401(k) Plan reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752796037 · Avatar Systems, Inc. PY 2024 · 401(k)

Avatar Systems, Inc. 401(k) Plan · $3M · 21 · 34th

  • PCT $3M
  • PCT 21
  • PCT 34th
  • PCT 401(k)
  • PCT near Perio, PLLC 401(k) Plan
  • PCT ind #6043

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 Texas →

Avatar Systems, Inc. 401(k) Plan in the asset neighbourhood

Avatar Systems, Inc. 401(k) PlanAvatar Systems, Inc. 401(k) …$3MPerio, PLLC 401(k) Plan$3MBuss, Inc. - USA 401(k) Plan$3MSturdevant Refrigeration 401(k) PlanSturdevant Refrigeration 401…$3MFoundation 2 401(k) Plan$3M
End-of-year total assets ($M) among Avatar Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Avatar Systems, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Avatar Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.4953531206813295% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.7M $2.88M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 20 $3M
2024 1 21 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$353K
Employer EIN752796037
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Avatar Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Avatar Systems, Inc. 401(k) Plan, Total assets ($B): 0.002880514 · Participants: 21Avatar Systems, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Avatar Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Avatar Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Perio, PLLC 401(k) Plan in MT ($3M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Avatar Systems, Inc. 401(k) Plan assets move in 2024?
Avatar Systems, Inc. 401(k) Plan pulled back noticeably - down 10.9% during 2024, from $3M to $3M. Reported net income was -$353K.
How have Avatar Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Avatar Systems, Inc.'s sponsor-wide assets grew 6.5%, from $3M to $3M.
Which 401(k) plans are similar in size to Avatar Systems, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Perio, PLLC 401(k) Plan in MT ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Avatar Systems, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).