401(k) · DOL Form 5500 · 2024

Avertium, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 167
Participants Small participant base: 62nd
Percentile by assets National rank: $79,344
Avg per participant Below avg balance/head

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Official DOL plan name: Avertium, LLC 401(k) Plan · Sponsored by Avertium, LLC · Tennessee · Professional & Technical Services

$13M in assets, 167 participants

Avertium, LLC's Avertium, LLC 401(k) Plan reported $13M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

#12,249 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Avertium, LLC 401(k) Plan covers 167 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#12,249
in Professional & Technical Services (20,173 peers): +16.9%
assets growth YoY

Avertium, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Avertium, LLC 401(k) Plan vs every filed plan by assets

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

$13,250,381 Top 38% higher than 62% 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

Avertium, LLC 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. Avertium, LLC 401(k) Plan sits mid-pack in the medium band (167 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Avertium, LLC 401(k) Plan reported participants fell from 212 in the plan year 2023 filing to 167 in the plan year 2024 filing.
Avertium, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Avertium, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262158097 · Avertium, LLC PY 2024 · 401(k)

Avertium, LLC 401(k) Plan · $13M · 167 · 62nd

TYPE $13M
TYPE 167
TYPE 62nd
TYPE 401(k)
TYPE near Ncsp Salary 401(k) Plan
TYPE ind #12249

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 Tennessee →

End-of-year total assets ($M) among Avertium, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	262158097
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Avertium, LLC)

Latest sponsor-wide plan assets: $13M 48.20704275275537% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	194	$9M
2023	1	212	$11M
2024	1	167	$13M

Nearby 401(k) Plans in Tennessee

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

Avertium, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Avertium, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Ncsp Salary 401(k) Plan in IN ($13M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Ncsp Salary 401(k) Plan (IN) $13M · 31
J. R. Pierce Plumbing Company Profit Sharing Plan (CA) $13M · 494
Nephrology Consultants, L. L. C. 401(k) Profit Sharing Plan (AL) $13M · 30
Giroux's Poultry Farm, Inc. 401(k) Plan (NY) $13M · 237

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

Lightning Emotors, Inc. 401(k) Plan (CO) 167 · 0 off
Capitol Services, LLC 401(k) Profit Sharing Plan (TX) 167 · 0 off
West Coast Turf 401(k) Profit Sharing Plan (CA) 167 · 0 off
Rps Composites Retirement Savings Plan (AL) 167 · 0 off

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 Avertium, LLC 401(k) Plan assets move in 2024? ▼

Avertium, LLC 401(k) Plan grew sharply - up 16.9% during 2024, from $11M to $13M. Reported net income was $2M.

How have Avertium, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Avertium, LLC's sponsor-wide assets grew 48.2%, from $9M to $13M.

Which 401(k) plans are similar in size to Avertium, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ncsp Salary 401(k) Plan in IN ($13M, 31 participants).

Which 401(k) plans cover a similar participant headcount to Avertium, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A 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 262158097.