401(k) · DOL Form 5500 · 2024

Averill Hospitality Employment Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
498
Participants Below avg headcount
27th
Percentile by assets National rank
$3,108
Avg per participant Low balance/head
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Official DOL plan name: Averill Hospitality LLC 401(k) Plan · Sponsored by Averill Hospitality Employment Services, LLC · Montana · Food Services & Accommodation

$2M in assets, 498 participants

Averill Hospitality Employment Services, LLC's Averill Hospitality LLC 401(k) Plan reported $2M in total assets and 498 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,289 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Averill Hospitality LLC 401(k) Plan ranks #2,289 of 3,672 2024 filers by assets (1264% of the sector average)-$2M for 498 participants.

#2,289
in Food Services & Accommodation (3,672 peers)
+60.4%
assets growth YoY

Averill Hospitality LLC 401(k) Plan among the smaller filed plans by assets

Averill Hospitality LLC 401(k) Plan vs every filed plan by assets

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

$1,547,685 27th percentile higher than 27% 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

Averill Hospitality LLC 401(k) 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. Averill Hospitality LLC 401(k) Plan sits mid-pack in the medium band (498 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Averill Hospitality LLC 401(k) Plan end-of-year assets rose from $965K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Averill Hospitality LLC 401(k) Plan reported participants rose from 335 in the plan year 2023 filing to 498 in the plan year 2024 filing.
  • Averill Hospitality LLC 401(k) Plan reported net income fell from $634K in the plan year 2023 filing to $595K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844234509 · Averill Hospitality Employment Services, LLC PY 2024 · 401(k)

Averill Hospitality LLC 401(k) Plan · $2M · 498 · 27th

  • EBSA $2M
  • EBSA 498
  • EBSA 27th
  • EBSA 401(k)
  • EBSA near Weinstein Zugman, LLC 401(k) Plan
  • EBSA ind #2289

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 Food Services & Accommodation retirement plans → · Plans in Montana →

Averill Hospitality LLC 401(k) Plan in the asset neighbourhood

Averill Hospitality LLC 401(k) PlanAverill Hospitality LLC 401(…$2MWeinstein Zugman, LLC 401(k) PlanWeinstein Zugman, LLC 401(k)…$2MShell Retail and Convenience Operations 401(k) PlanShell Retail and Convenience…$2MDrs Holdings Incentive Savings PlanDrs Holdings Incentive Savin…$2MFourth Estate 401(k)$2M
End-of-year total assets ($M) among Averill Hospitality LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$965K
Net Assets (End of Year)$2M
Net Income$595K
Employer EIN844234509
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Averill Hospitality Employment Services, LLC)

Sponsor-wide plan assets over time

All Averill Hospitality Employment Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 60.38751624409565% vs 2023
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 20232024 $0.96M $1.55M ▲ +61.5%
Year Plans Participants Total Assets
2023 1 335 $965K
2024 1 498 $2M

Nearby 401(k) Plans in Montana

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

Averill Hospitality LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Averill Hospitality LLC 401(k) Plan, Total assets ($M): 1.547685 · Participants: 498Averill Hospitality LLC 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Averill Hospitality LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Averill Hospitality LLC 401(k) Plan side-by-side with 3 peers →

Averill Hospitality LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Weinstein Zugman, LLC 401(k) Plan in FL ($2M); by covered participants it is Direct Auction Services, LLC 401(k) Plan in TN (498 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (498 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 Averill Hospitality LLC 401(k) Plan assets move in 2024? ▼
Averill Hospitality LLC 401(k) Plan surged - up 60.4% during 2024, from $965K to $2M. Reported net income was $595K.
How have Averill Hospitality Employment Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Averill Hospitality Employment Services, LLC's sponsor-wide assets grew 60.4%, from $965K to $2M.
Which 401(k) plans are similar in size to Averill Hospitality LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weinstein Zugman, LLC 401(k) Plan in FL ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Averill Hospitality LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Auction Services, LLC 401(k) Plan in TN (498 participants, $3M 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 844234509.

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.