Profit Sharing · DOL Form 5500 · 2024

Avm, L.P. Profit Sharing Plan

Data updated 2026-07-24

$75M
Total assets: 77
Participants: 88th
Percentile by assets: $967,974
Avg per participant

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.

88th percentile by assets (of 116,472 plans)

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.

$75M
total plan assets (2024 EOY): 77
covered participants: 88th
percentile by assets (of 116,472 plans): $967,974
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Florida

Industry

Finance & Insurance

Avm, L.P. Profit Sharing Plan vs the 2024 asset distribution

By assets, Avm, L.P. Profit Sharing Plan outranks 88% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Avm, L.P. plans on file

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.

Avm, L.P. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Shands Health Care Matched Savings Account 401(a) $487M · 10,470
Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
Lakeland Regional Medical Center Retirement Plan Trust $189M · 5,019
Plumbers & Steamfitters 72 Defined Contrib Fund $162M · 3,631
Brooks Rehabilitation 403(b) Retirement Plan $123M · 957

Compare Avm, L.P. Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Avm, L.P. Profit Sharing Plan by total assets, not by location.

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
Firelands Regional Health System 401(k) Plan (OH) $75M · 1,762
New Visions for Public Schools 403(b) Plan (NY) $74M · 660

Frequently Asked Questions

How did Avm, L.P. Profit Sharing Plan assets move in 2024? ▼

Avm, L.P. Profit Sharing Plan grew sharply - up 15.5% during 2024, from $65M to $75M. Reported net income was $10M.

How have Avm, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Avm, L.P.'s sponsor-wide assets grew 34.7%, from $55M to $75M.

Where does Avm, L.P. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Avm, L.P. Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Avm, L.P. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. in NY ($75M, 292 participants).

Next read for Avm, L.P. Profit Sharing Plan

Scale reading

Ways to act on Avm, L.P. Profit Sharing Plan's numbers.

By total assets, Avm, L.P. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
Avm, L.P.'s sponsor-wide assets have grown 34.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 363256076.

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.