Defined Benefit (Pension) · DOL Form 5500 · 2024

Avox Systems Inc. Pension Plan

Data updated 2026-08-25

$259K
Total assets Small plan by assets
58
Participants Small participant base
12th
Percentile by assets National rank
$4,459
Avg per participant Low balance/head
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Official DOL plan name: Avox Systems Union Pension Plan · Sponsored by Avox Systems Inc. · New York · Manufacturing

$259K in assets, 58 participants

Avox Systems Inc.'s Avox Systems Union Pension Plan reported $259K in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #821 in Manufacturing (17,777 peers)

2024 asset change

Avox Systems Union Pension Plan contracted severely 97.6% in 2024 ($11M → $259K) for 58 participants.

#821
in Manufacturing (17,777 peers)
-97.6%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avox Systems Union Pension Plan among the smaller filed plans by assets

Avox Systems Union Pension Plan vs every filed plan by assets

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

$258,627 12th percentile higher than 12% 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

Avox Systems Union Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avox Systems Union Pension Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avox Systems Union Pension Plan reported net income fell from $593K in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • Avox Systems Union Pension Plan end-of-year assets fell from $11M in the plan year 2023 filing to $259K in the plan year 2024 filing.
  • Avox Systems Union Pension Plan reported participants fell from 65 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263112854 · Avox Systems Inc. PY 2024 · Defined Benefit (Pension)

Avox Systems Union Pension Plan · $259K · 58 · 12th

  • EIN $259K
  • EIN 58
  • EIN 12th
  • EIN Defined Benefit (Pension)
  • EIN near Heather & Learka Cash Balance Plan
  • EIN ind #821

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 Manufacturing retirement plans → · Plans in New York →

Avox Systems Union Pension Plan in the asset neighbourhood

Avox Systems Union Pension PlanAvox Systems Union Pension P…$259KHeather & Learka Cash Balance PlanHeather & Learka Cash Balanc…$259KKlein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & TrustKlein, Paull, Holleb & Jacob…$258KBankers Pension Plan and Trust, 1975Bankers Pension Plan and Tru…$257KLaw Offices of David B. Gardner Defined Benefit Pension PlanLaw Offices of David B. Gard…$256K
End-of-year total assets ($M) among Avox Systems Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Avox Systems Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Avox Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 9.576443759418314% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $48M $43.4M ▼ -9.6%
Year Plans Participants Total Assets
2022 4 475 $48M
2023 4 458 $52M
2024 4 499 $43M

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)N/A
Net Income-$11M
Employer EIN263112854
Plan Effective Date1966-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Avox Systems Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Avox Systems Union Pension Plan, Total assets ($B): 0.000258627 · Participants: 58Avox Systems Union Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Avox Systems Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Avox Systems Union Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Heather & Learka Cash Balance Plan in CA ($259K); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Avox Systems Union Pension Plan assets move in 2024? ▼
Avox Systems Union Pension Plan contracted severely - down 97.6% during 2024, from $11M to $259K. Reported net income was -$11M.
How have Avox Systems Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avox Systems Inc.'s sponsor-wide assets declined 9.6%, from $48M to $43M.
Where does Avox Systems Union Pension Plan rank by assets among Form 5500 filers? ▼
Avox Systems Union Pension Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Avox Systems Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heather & Learka Cash Balance Plan in CA ($259K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avox Systems Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants, $5M 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 263112854.

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.