401(k) · DOL Form 5500 · 2024

Avkare, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 150
Participants Small participant base: 56th
Percentile by assets National rank: $69,066
Avg per participant Below avg balance/head

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Official DOL plan name: Avkare, LLC 401(k) Plan · Sponsored by Avkare, LLC · Kentucky · Wholesale Trade

$10M in assets, 150 participants

Avkare, LLC's Avkare, LLC 401(k) Plan reported $10M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

#2,919 in Wholesale Trade (6,080 peers)

Coverage in Kentucky

Avkare, LLC 401(k) Plan covers 150 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#2,919
in Wholesale Trade (6,080 peers): +21.8%
assets growth YoY

Avkare, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Avkare, LLC 401(k) Plan vs every filed plan by assets

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

$10,359,826 Top 44% higher than 56% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Avkare, 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. Avkare, LLC 401(k) Plan sits mid-pack in the medium band (150 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Avkare, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Avkare, LLC 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 150 in the plan year 2024 filing.
Avkare, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208622803 · Avkare, LLC PY 2024 · 401(k)

Avkare, LLC 401(k) Plan · $10M · 150 · 56th

BOY $10M
SCH 150
EBSA 56th
PART 401(k)
TYPE near Rci 401(k) Plan
NET ind #2919

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 Wholesale Trade retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Avkare, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	208622803
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Avkare, LLC)

Latest sponsor-wide plan assets: $10M 60.548782311566264% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	130	$6M
2023	1	129	$9M
2024	1	150	$10M

Nearby 401(k) Plans in Kentucky

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

Avkare, LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Avkare, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Rci 401(k) Plan in LA ($10M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Rci 401(k) Plan (LA) $10M · 428
Buona Beef Profit Sharing & 401(k) Plan and Trust (IL) $10M · 908
Breeden Mechanical, Inc. Profit Sharing Plan (VA) $10M · 250
Dykstras Auto 401(k) Plan (MI) $10M · 786

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off

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 Avkare, LLC 401(k) Plan assets move in 2024? ▼

Avkare, LLC 401(k) Plan grew sharply - up 21.8% during 2024, from $9M to $10M. Reported net income was $2M.

How have Avkare, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Avkare, LLC's sponsor-wide assets grew 60.5%, from $6M to $10M.

Which 401(k) plans are similar in size to Avkare, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rci 401(k) Plan in LA ($10M, 428 participants).

Which 401(k) plans cover a similar participant headcount to Avkare, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 208622803.