401(k) · DOL Form 5500 · 2024

Avum, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
41st
Percentile by assets National rank
$149,477
Avg per participant Above avg balance/head
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Official DOL plan name: Avum, Inc. Retirement Trust · Sponsored by Avum, Inc. · California · Professional & Technical Services

$5M in assets, 31 participants

Avum, Inc.'s Avum, Inc. Retirement Trust reported $5M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,666 in Professional & Technical Services (20,173 peers)

Avum, Inc. multi-year trail

Avum, Inc.'s plans moved +117.3% in assets from 2022 to 2024; this filing shows Avum, Inc. Retirement Trust at $5M / 31 participants.

#7,666
in Professional & Technical Services (20,173 peers)
+47.8%
assets growth YoY

Avum, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Avum, Inc. Retirement Trust vs every filed plan by assets

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

$4,633,775 41st percentile higher than 41% 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

Avum, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avum, Inc. Retirement Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avum, Inc. Retirement Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Avum, Inc. Retirement Trust end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Avum, Inc. Retirement Trust reported participants rose from 24 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954487116 · Avum, Inc. PY 2024 · 401(k)

Avum, Inc. Retirement Trust · $5M · 31 · 41st

  • TYPE $5M
  • TYPE 31
  • TYPE 41st
  • TYPE 401(k)
  • TYPE near Heritage Wealth Advisors Retirement Trust
  • TYPE ind #7666

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 California →

Avum, Inc. Retirement Trust in the asset neighbourhood

Avum, Inc. Retirement Trust$5MHeritage Wealth Advisors Retirement TrustHeritage Wealth Advisors Ret…$5MSaccucci Auto Group 401(k) Retirement PlanSaccucci Auto Group 401(k) R…$5MPremier Rps 401(k) Plan$5MCedar Dental Center, L. C. Retirement PlanCedar Dental Center, L. C. R…$5M
End-of-year total assets ($M) among Avum, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Avum, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Avum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 117.26445425010819% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.13M $4.63M ▲ +117.4%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 24 $3M
2024 1 31 $5M

Avum, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN954487116
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Avum, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Avum, Inc. Retirement Trust, Total assets ($B): 0.004633775 · Participants: 31Avum, Inc. Retirement TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Avum, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Avum, Inc. Retirement Trust side-by-side with 3 peers →

Avum, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heritage Wealth Advisors Retirement Trust in VA ($5M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Avum, Inc. Retirement Trust assets move in 2024? ▼
Avum, Inc. Retirement Trust surged - up 47.8% during 2024, from $3M to $5M. Reported net income was $1M.
How have Avum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avum, Inc.'s sponsor-wide assets grew 117.3%, from $2M to $5M.
Which 401(k) plans are similar in size to Avum, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Wealth Advisors Retirement Trust in VA ($5M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Avum, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M 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 954487116.

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.