Defined Benefit (Pension) · DOL Form 5500 · 2024

Avaya LLC Pension Plan

Data updated 2026-08-25

$625M
Total assets Above avg plan size
240
Participants Below avg headcount
98th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Avaya Pension Plan · Sponsored by Avaya LLC · New Jersey · Information & Media

$625M in assets, 240 participants

Avaya LLC's Avaya Pension Plan reported $625M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,701 in Information & Media (2,822 peers)

Coverage in New Jersey

Avaya Pension Plan covers 240 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $625M.

#2,701
in Information & Media (2,822 peers)
-7.7%
assets change YoY
6.3×
vs typical plan assets (national mean)

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avaya Pension Plan's outsized position by total assets

Avaya Pension Plan vs every filed plan by assets

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

$625,485,043 Top 2% higher than 98% 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

Avaya Pension 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. Avaya Pension Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avaya Pension Plan reported net income fell from -$12M in the plan year 2023 filing to -$53M in the plan year 2024 filing.
  • Avaya Pension Plan reported participants fell from 278 in the plan year 2023 filing to 240 in the plan year 2024 filing.
  • Avaya Pension Plan end-of-year assets fell from $678M in the plan year 2023 filing to $625M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223713430 · Avaya LLC PY 2024 · Defined Benefit (Pension)

Avaya Pension Plan · $625M · 240 · 98th

  • 5500 $625M
  • 5500 240
  • 5500 98th
  • 5500 Defined Benefit (Pension)
  • 5500 near 32bj School Workers Pension Fund
  • 5500 ind #2701

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 Information & Media retirement plans → · Plans in New Jersey →

Avaya Pension Plan in the asset neighbourhood

Avaya Pension Plan$625M32bj School Workers Pension Fund32bj School Workers Pension …$625MInternational Brotherhood of Electrical Workers Local Union 98 Pension PlanInternational Brotherhood of…$624MHii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement PlanHii Ingalls Shipbuilding, In…$623MNg Es - Space Division Consolidated Pension PlanNg Es - Space Division Conso…$623M
End-of-year total assets ($M) among Avaya Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$678M
Net Assets (End of Year)$625M
Net Income-$53M
Employer EIN223713430
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avaya LLC)

Sponsor-wide plan assets over time

All Avaya LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 0.15781511803806444% vs 2022
2024 filing year
$2.18B$2.2B$2.22B$2.24B$2.26B 202220232024 $2.2B $2.2B ▲ +0.0%
Year Plans Participants Total Assets
2022 3 3,015 $2.2B
2023 3 2,285 $2.2B
2024 3 1,923 $2.2B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Avaya Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Avaya Pension Plan, Total assets ($B): 0.625485043 · Participants: 240Avaya Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Avaya Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Avaya Pension Plan side-by-side with 3 peers →

Avaya Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is 32bj School Workers Pension Fund in NY ($625M); by covered participants it is Retirement Income Plan of Utica Mutual Insurance Company in NY (240 participants). Same-state nearby plans are listed separately above.

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 Avaya Pension Plan assets move in 2024? ▼
Avaya Pension Plan pulled back noticeably - down 7.7% during 2024, from $678M to $625M. Reported net income was -$53M.
How have Avaya LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avaya LLC's sponsor-wide assets grew 0.2%, from $2.2B to $2.2B.
Where does Avaya Pension Plan rank by assets among Form 5500 filers? ▼
Avaya Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Avaya Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is 32bj School Workers Pension Fund in NY ($625M, 5,425 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avaya Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan of Utica Mutual Insurance Company in NY (240 participants, $375M 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 223713430.

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.