401(k) · DOL Form 5500 · 2024

Allvue Systems, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
343
Participants Below avg headcount
85th
Percentile by assets National rank
$151,289
Avg per participant Above avg balance/head
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Official DOL plan name: Allvue 401(k) Plan · Sponsored by Allvue Systems, LLC · Florida · Professional & Technical Services

$52M in assets, 343 participants

Allvue Systems, LLC's Allvue 401(k) Plan reported $52M in total assets and 343 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,230 in Professional & Technical Services (20,173 peers)

Where Allvue 401(k) Plan sits by assets

Allvue 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 343 participants (~$151,289/participant), up 28.8% in 2024.

#17,230
in Professional & Technical Services (20,173 peers)
+28.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Allvue 401(k) Plan's outsized position by total assets

Allvue 401(k) Plan vs every filed plan by assets

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

$51,892,129 Top 15% higher than 85% 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

Allvue 401(k) 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. Allvue 401(k) Plan sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allvue 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Allvue 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Allvue 401(k) Plan reported participants fell from 376 in the plan year 2023 filing to 343 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208317010 · Allvue Systems, LLC PY 2024 · 401(k)

Allvue 401(k) Plan · $52M · 343 · 85th

  • PHOTO $52M
  • IND 343
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Central States, Inc. 401(k) Savings Plan
  • PCT ind #17230

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 Florida →

Allvue 401(k) Plan in the asset neighbourhood

Central States, Inc. 401(k) Savings PlanCentral States, Inc. 401(k) …$52MAllvue 401(k) Plan$52MQvi 401-K Plan$52MBuildertrend Solutions, Inc. 401(k) PlanBuildertrend Solutions, Inc.…$52MMid Penn Bank Retirement Plan$52M
End-of-year total assets ($M) among Allvue 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$52M
Net Income$12M
Employer EIN208317010
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allvue Systems, LLC)

Sponsor-wide plan assets over time

All Allvue Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 61.800838355246746% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.1M $51.9M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 414 $32M
2023 1 376 $40M
2024 1 343 $52M

Nearby 401(k) Plans in Florida

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

Allvue 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Allvue 401(k) Plan, Total assets ($B): 0.051892129 · Participants: 343Allvue 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Allvue 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Allvue 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Central States, Inc. 401(k) Savings Plan in AR ($52M); by covered participants it is The Verescence 401(k) Plan in GA (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Allvue 401(k) Plan assets move in 2024? ▼
Allvue 401(k) Plan grew sharply - up 28.8% during 2024, from $40M to $52M. Reported net income was $12M.
How have Allvue Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allvue Systems, LLC's sponsor-wide assets grew 61.8%, from $32M to $52M.
Where does Allvue 401(k) Plan rank by assets among Form 5500 filers? ▼
Allvue 401(k) Plan ranks in the 85th 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 Allvue 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central States, Inc. 401(k) Savings Plan in AR ($52M, 1,368 participants).
Which 401(k) plans cover a similar participant headcount to Allvue 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Verescence 401(k) Plan in GA (343 participants, $17M 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 208317010.

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.