Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AVOX SYSTEMS INC.

This Profit Sharing plan holds $6M in total assets and serves 170 participants as of 2024. It is sponsored by AVOX SYSTEMS INC. in New York. The plan reported a net loss of $603K for the year.

Total Assets (2023)
$6M
Participants
170
State
Industry
Manufacturing

What the Filing Says About AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES is a Profit Sharing retirement plan sponsored by AVOX SYSTEMS INC., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 170 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 263112854, and the plan has been effective since 2004-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $6M at year-end — a decline of 8.5%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-602,687 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-602,687
Plan TypeProfit Sharing
Employer EIN263112854
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AVOX SYSTEMS INC.)

Year Plans Participants Total Assets
2022 4 475 $48M
2023 4 458 $52M
2024 4 499 $43M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES?
As of the 2024 Form 5500 filing, AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES holds $6M in total assets with 170 participants. It is sponsored by AVOX SYSTEMS INC..
What type of plan is AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES?
AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES is a Profit Sharing plan. It has been effective since 2004-09-01. The plan is filed with the U.S. Department of Labor under EIN 263112854.
Who sponsors the AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES?
AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES is sponsored by AVOX SYSTEMS INC., located in New York. The sponsor's EIN is 263112854 and the plan operates in the Manufacturing industry.
How did AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES perform in 2024?
AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES declined by 8.5% during 2024, moving from $7M to $6M in total assets. Net income was $-602,687.
Where can I find official filings for AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES?
Official Form 5500 filings for AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263112854 or plan name at efast.dol.gov.
How does AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES compare to other plans?
You can compare AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 263112854.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.