401(k) · DOL Form 5500 · 2024
Padilla Speer Beardsley Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 184
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $214,988
- Avg per participant Above avg balance/head
Official DOL plan name: Avenir Global US Retirement Plan · Sponsored by Padilla Speer Beardsley Inc. · Minnesota · Professional & Technical Services
$40M in assets, 184 participants
Padilla Speer Beardsley Inc.'s Avenir Global US Retirement Plan reported $40M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,505 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Avenir Global US Retirement Plan covers 184 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $40M.
- #16,505
- in Professional & Technical Services (20,173 peers)
- +8.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Avenir Global US Retirement Plan's outsized position by total assets
Avenir Global US Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,557,790 Top 19% higher than 81% 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
Avenir Global US Retirement 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. Avenir Global US Retirement Plan sits mid-pack in the medium band (184 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avenir Global US Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Avenir Global US Retirement Plan reported participants fell from 228 in the plan year 2023 filing to 184 in the plan year 2024 filing.
- Avenir Global US Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
DOL schedule card
Filing strip 410793514 · Padilla Speer Beardsley Inc. PY 2024 · 401(k)
Avenir Global US Retirement Plan · $40M · 184 · 81st
- TYPE $40M
- NET 184
- BOOK 81st
- VS-ST 401(k)
- BOY near St. Luke's Health Network 401(k) Plan
- SCH ind #16505
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 Minnesota →
Avenir Global US Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 410793514 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Padilla Speer Beardsley Inc.)
Sponsor-wide plan assets over time
All Padilla Speer Beardsley Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 30.14480273587818% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $30M |
| 2023 | 1 | 228 | $36M |
| 2024 | 1 | 184 | $40M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Avenir Global US Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is St. Luke's Health Network 401(k) Plan in PA ($40M); by covered participants it is Tusimple 401(k) Plan in CA (184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- St. Luke's Health Network 401(k) Plan (PA) $40M · 160
- Bright Mls, Inc. 401(k) Retirement Plan (MD) $40M · 140
- Ip Infusion Inc. 401(k) Plan (CA) $40M · 64
- Northeastern Supply, Inc. 401(k) Plan (MD) $40M · 320
Similar participant headcount
Nearest other-state filings by covered participants (184 participants); asset peers above are excluded.
- Tusimple 401(k) Plan (CA) 184 · 0 off
- Onshift 401(k) Plan (OH) 184 · 0 off
- Gstek 401(k) Plan (VA) 184 · 0 off
- Contrast Security 401(k) Plan (CA) 184 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.