401(k) · DOL Form 5500 · 2024

Avepoint, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
294
Participants Below avg headcount
79th
Percentile by assets National rank
$112,667
Avg per participant Below avg balance/head
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Official DOL plan name: Avepoint, Inc. 401(k) Savings Plan · Sponsored by Avepoint, Inc. · New Jersey · Professional & Technical Services

$33M in assets, 294 participants

Avepoint, Inc.'s Avepoint, Inc. 401(k) Savings Plan reported $33M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #15,941 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Avepoint, Inc. 401(k) Savings Plan covers 294 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $33M.

#15,941
in Professional & Technical Services (20,173 peers)
+25.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avepoint, Inc. 401(k) Savings Plan's outsized position by total assets

Avepoint, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$33,124,167 Top 21% higher than 79% 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

Avepoint, Inc. 401(k) Savings 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. Avepoint, Inc. 401(k) Savings Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avepoint, Inc. 401(k) Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Avepoint, Inc. 401(k) Savings Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Avepoint, Inc. 401(k) Savings Plan reported participants rose from 288 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 834461709 · Avepoint, Inc. PY 2024 · 401(k)

Avepoint, Inc. 401(k) Savings Plan · $33M · 294 · 79th

  • PART $33M
  • PART 294
  • PART 79th
  • PART 401(k)
  • PART near Imperative Care, Inc. 401(k) Plan
  • PART ind #15941

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 New Jersey →

Avepoint, Inc. 401(k) Savings Plan in the asset neighbourhood

Ahmuty, Demers & Mcmanus 401(k) PlanAhmuty, Demers & Mcmanus 401…$33MAvepoint, Inc. 401(k) Savings PlanAvepoint, Inc. 401(k) Saving…$33MImperative Care, Inc. 401(k) PlanImperative Care, Inc. 401(k)…$33MPrince Lobel Tye LLP 401(k) PlanPrince Lobel Tye LLP 401(k) …$33M401(k) Savings Plan of the Ideal Group of Companies401(k) Savings Plan of the I…$33M
End-of-year total assets ($M) among Avepoint, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN834461709
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avepoint, Inc.)

Sponsor-wide plan assets over time

All Avepoint, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 64.24077723318162% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $33.1M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 307 $20M
2023 1 288 $26M
2024 1 294 $33M

Nearby 401(k) Plans in New Jersey

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

Avepoint, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Avepoint, Inc. 401(k) Savings Plan, Total assets ($B): 0.033124167 · Participants: 294Avepoint, Inc. 401(k) Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Avepoint, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Avepoint, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Avepoint, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Imperative Care, Inc. 401(k) Plan in CA ($33M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Avepoint, Inc. 401(k) Savings Plan assets move in 2024? ▼
Avepoint, Inc. 401(k) Savings Plan grew sharply - up 25.2% during 2024, from $26M to $33M. Reported net income was $7M.
How have Avepoint, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avepoint, Inc.'s sponsor-wide assets grew 64.2%, from $20M to $33M.
Where does Avepoint, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Avepoint, Inc. 401(k) Savings Plan ranks in the 79th 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 Avepoint, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imperative Care, Inc. 401(k) Plan in CA ($33M, 496 participants).
Which 401(k) plans cover a similar participant headcount to Avepoint, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topographic Om, Inc. Retirement Plan in TX (294 participants, $21M 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 834461709.

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.