401(k) · DOL Form 5500 · 2024

Avesis, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
574
Participants Below avg headcount
79th
Percentile by assets National rank
$57,777
Avg per participant Low balance/head
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Official DOL plan name: Avesis Retirement Investment Plan · Sponsored by Avesis, LLC · Arizona · Finance & Insurance

$33M in assets, 574 participants

Avesis, LLC's Avesis Retirement Investment Plan reported $33M in total assets and 574 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,713 in Finance & Insurance (8,549 peers)

Where Avesis Retirement Investment Plan sits by assets

Avesis Retirement Investment Plan sits in the top quartile of all filed plans by assets, $33M for 574 participants (~$57,777/participant), up 13.8% in 2024.

#5,713
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avesis Retirement Investment Plan's outsized position by total assets

Avesis Retirement Investment Plan vs every filed plan by assets

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

$33,163,712 Top 21% higher than 79% 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

Avesis Retirement Investment 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. Avesis Retirement Investment Plan sits mid-pack in the medium band (574 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avesis Retirement Investment Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Avesis Retirement Investment Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Avesis Retirement Investment Plan reported participants rose from 560 in the plan year 2023 filing to 574 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860349350 · Avesis, LLC PY 2024 · 401(k)

Avesis Retirement Investment Plan · $33M · 574 · 79th

  • SCH $33M
  • EBSA 574
  • PART 79th
  • TYPE 401(k)
  • NET near Apg Electric, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5713

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 Arizona →

Avesis Retirement Investment Plan in the asset neighbourhood

Tai Retirement Savings Plan$33MPutzmeister America, Inc. 401(k) PlanPutzmeister America, Inc. 40…$33MAvesis Retirement Investment PlanAvesis Retirement Investment…$33MApg Electric, Inc. 401(k) Profit Sharing PlanApg Electric, Inc. 401(k) Pr…$33MGreenville National Bank Employees Savings PlanGreenville National Bank Emp…$33M
End-of-year total assets ($M) among Avesis Retirement Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN860349350
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avesis, LLC)

Sponsor-wide plan assets over time

All Avesis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 47.75297380837043% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $33.2M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 724 $22M
2023 1 560 $29M
2024 1 574 $33M

Nearby 401(k) Plans in Arizona

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

Avesis Retirement Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Avesis Retirement Investment Plan, Total assets ($B): 0.033163712 · Participants: 574Avesis Retirement Investment PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Avesis Retirement Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Avesis Retirement Investment Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Apg Electric, Inc. 401(k) Profit Sharing Plan in FL ($33M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (574 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 Avesis Retirement Investment Plan assets move in 2024? ▼
Avesis Retirement Investment Plan grew at a solid clip - up 13.8% during 2024, from $29M to $33M. Reported net income was $4M.
How have Avesis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avesis, LLC's sponsor-wide assets grew 47.8%, from $22M to $33M.
Where does Avesis Retirement Investment Plan rank by assets among Form 5500 filers? ▼
Avesis Retirement Investment Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Avesis Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apg Electric, Inc. 401(k) Profit Sharing Plan in FL ($33M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Avesis Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants, $42M 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 860349350.

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.