Profit Sharing · DOL Form 5500 · 2024
Avm, L.P. Profit Sharing Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 77
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $967,974
- Avg per participant High balance/head
Official DOL plan name: Avm, L.P. Profit Sharing Plan · Sponsored by Avm, L.P. · Florida · Finance & Insurance
$75M in assets, 77 participants
Avm, L.P.'s Avm, L.P. Profit Sharing Plan reported $75M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,971 in Finance & Insurance (8,549 peers)
Where Avm, L.P. Profit Sharing Plan sits by assets
Avm, L.P. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $75M for 77 participants (~$967,974/participant), up 15.5% in 2024.
- #6,971
- in Finance & Insurance (8,549 peers)
- +15.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Avm, L.P. Profit Sharing Plan's outsized position by total assets
Avm, L.P. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$74,534,008 Top 12% higher than 88% 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
Avm, L.P. Profit Sharing 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. Avm, L.P. Profit Sharing Plan is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avm, L.P. Profit Sharing Plan end-of-year assets rose from $65M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Avm, L.P. Profit Sharing Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Avm, L.P. Profit Sharing Plan reported participants fell from 84 in the plan year 2023 filing to 77 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363256076 · Avm, L.P. PY 2024 · Profit Sharing
Avm, L.P. Profit Sharing Plan · $75M · 77 · 88th
- TYPE $75M
- TYPE 77
- TYPE 88th
- TYPE Profit Sharing
- TYPE near Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc.
- TYPE ind #6971
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 Florida →
Avm, L.P. Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $10M |
| Employer EIN | 363256076 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avm, L.P.)
Sponsor-wide plan assets over time
All Avm, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 34.67518473476622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $55M |
| 2023 | 1 | 84 | $65M |
| 2024 | 1 | 77 | $75M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Avm, L.P. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. in NY ($75M); by covered participants it is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. (NY) $75M · 292
- Plumbers & Steamfitters Local No. 300 Pension Plan (ND) $75M · 910
- Special Service for Groups, Inc. 403(b) Plan (CA) $75M · 2,487
- Firelands Regional Health System 401(k) Plan (OH) $75M · 1,762
Similar participant headcount
Nearest other-state filings by covered participants (77 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.