401(k) · DOL Form 5500 · 2024
Avalara, Inc. 401(k) Plan
Data updated 2026-08-25
- $232M
- Total assets Near avg plan size
- 2,522
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $92,093
- Avg per participant Below avg balance/head
Official DOL plan name: Avalara, Inc. 401(k) Plan · Sponsored by Avalara, Inc. · Washington · Professional & Technical Services
$232M in assets, 2,522 participants
Avalara, Inc.'s Avalara, Inc. 401(k) Plan reported $232M in total assets and 2,522 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,372 in Professional & Technical Services (20,173 peers)
Where Avalara, Inc. 401(k) Plan sits by assets
Avalara, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $232M for 2,522 participants (~$92,093/participant), up 31.7% in 2024.
- #19,372
- in Professional & Technical Services (20,173 peers)
- +31.7%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Avalara, Inc. 401(k) Plan's outsized position by total assets
Avalara, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$232,258,509 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Avalara, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avalara, Inc. 401(k) Plan lands in the large band (2,522 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avalara, Inc. 401(k) Plan end-of-year assets rose from $176M in the plan year 2023 filing to $232M in the plan year 2024 filing.
- Avalara, Inc. 401(k) Plan reported participants fell from 2,579 in the plan year 2023 filing to 2,522 in the plan year 2024 filing.
- Avalara, Inc. 401(k) Plan reported net income fell from $57M in the plan year 2023 filing to $56M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 911995935 · Avalara, Inc. PY 2024 · 401(k)
Avalara, Inc. 401(k) Plan · $232M · 2,522 · 95th
- BOOK $232M
- BOOK 2,522
- BOOK 95th
- BOOK 401(k)
- BOOK near Horizon Media, LLC 401(k) Retirement Savings Plan
- BOOK ind #19372
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 Washington →
Avalara, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $232M |
| Net Income | $56M |
| Employer EIN | 911995935 |
| Plan Effective Date | 2006-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avalara, Inc.)
Sponsor-wide plan assets over time
All Avalara, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $232M 93.69765127038445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,304 | $120M |
| 2023 | 1 | 2,579 | $176M |
| 2024 | 1 | 2,522 | $232M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Avalara, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Horizon Media, LLC 401(k) Retirement Savings Plan in NY ($232M); by covered participants it is Kantar 401(k) Plan in NY (2,522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232M here).
- Horizon Media, LLC 401(k) Retirement Savings Plan (NY) $232M · 2,352
- American Systems Corporation Employee Savings and Security 401(k) Plan (VA) $232M · 1,586
- Transform 401(k) Savings Plan (IL) $232M · 29,148
- Tbc Corporation Safe Harbor 401(k) Plan (FL) $232M · 2,595
Similar participant headcount
Nearest other-state filings by covered participants (2,522 participants); asset peers above are excluded.
- Kantar 401(k) Plan (NY) 2,522 · 0 off
- Ventura Foods, LLC Profit Sharing 401(k) Plan (CA) 2,522 · 0 off
- Vishay Employee Savings Plus Plan (PA) 2,523 · 1 off
- Nielseniq 401(k) Savings Plan (IL) 2,523 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.