401(k) · DOL Form 5500 · 2024

Avma Life Trust, LLC 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
3,422
Participants Above avg headcount
88th
Percentile by assets National rank
$21,829
Avg per participant Low balance/head
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Official DOL plan name: Avma Life Trust, LLC 401(k) Plan · Sponsored by Avma Life Trust, LLC · Illinois · Professional & Technical Services

$75M in assets, 3,422 participants

Avma Life Trust, LLC's Avma Life Trust, LLC 401(k) Plan reported $75M in total assets and 3,422 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.

  • #18,000 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Avma Life Trust, LLC 401(k) Plan covers 3,422 participants in Illinois, 4.4x the typical Illinois plan (state average ~779 per filing). Assets: $75M.

#18,000
in Professional & Technical Services (20,173 peers)
+41.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Avma Life Trust, LLC 401(k) Plan's outsized position by total assets

Avma Life Trust, LLC 401(k) Plan vs every filed plan by assets

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

$74,700,282 Top 12% higher than 88% 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

Avma Life Trust, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avma Life Trust, LLC 401(k) Plan lands in the large band (3,422 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avma Life Trust, LLC 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Avma Life Trust, LLC 401(k) Plan reported participants rose from 3,218 in the plan year 2023 filing to 3,422 in the plan year 2024 filing.
  • Avma Life Trust, LLC 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 842685033 · Avma Life Trust, LLC PY 2024 · 401(k)

Avma Life Trust, LLC 401(k) Plan · $75M · 3,422 · 88th

  • PCT $75M
  • PCT 3,422
  • PCT 88th
  • PCT 401(k)
  • PCT near Rotech Healthcare Inc. 401(k) Savings Plan
  • PCT ind #18000

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 Illinois →

Avma Life Trust, LLC 401(k) Plan in the asset neighbourhood

Wacoal America, Inc. Savings and Profit Sharing PlanWacoal America, Inc. Savings…$75MSunsweet Growers Inc, 401(k) PlanSunsweet Growers Inc, 401(k)…$75MAvma Life Trust, LLC 401(k) PlanAvma Life Trust, LLC 401(k) …$75MRotech Healthcare Inc. 401(k) Savings PlanRotech Healthcare Inc. 401(k…$75MEmco Chemical Distributors, Inc. 401(k) Profit Sharing PlanEmco Chemical Distributors, …$75M
End-of-year total assets ($M) among Avma Life Trust, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$75M
Net Income$22M
Employer EIN842685033
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avma Life Trust, LLC)

Sponsor-wide plan assets over time

All Avma Life Trust, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 132.6042406364302% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $32.1M $74.7M ▲ +132.6%
Year Plans Participants Total Assets
2022 1 1,941 $32M
2023 1 3,218 $53M
2024 1 3,422 $75M

Nearby 401(k) Plans in Illinois

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

Avma Life Trust, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Avma Life Trust, LLC 401(k) Plan, Total assets ($B): 0.074700282 · Participants: 3422Avma Life Trust, LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Avma Life Trust, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Avma Life Trust, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Rotech Healthcare Inc. 401(k) Savings Plan in FL ($75M); by covered participants it is Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan in MN (3,421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,422 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 Avma Life Trust, LLC 401(k) Plan assets move in 2024? ▼
Avma Life Trust, LLC 401(k) Plan surged - up 41.9% during 2024, from $53M to $75M. Reported net income was $22M.
How have Avma Life Trust, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avma Life Trust, LLC's sponsor-wide assets grew 132.6%, from $32M to $75M.
Where does Avma Life Trust, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Avma Life Trust, LLC 401(k) Plan ranks in the 88th 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 Avma Life Trust, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rotech Healthcare Inc. 401(k) Savings Plan in FL ($75M, 3,445 participants).
Which 401(k) plans cover a similar participant headcount to Avma Life Trust, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan in MN (3,421 participants, $150M 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 842685033.

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.