Profit Sharing · DOL Form 5500 · 2024

Avox Systems, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
149
Participants Small participant base
42nd
Percentile by assets National rank
$33,192
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avox Systems Retirement Savings Plan · Sponsored by Avox Systems, Inc. · New York · Transportation & Warehousing

$5M in assets, 149 participants

Avox Systems, Inc.'s Avox Systems Retirement Savings Plan reported $5M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,410 in Transportation & Warehousing (3,299 peers)

Coverage in New York

Avox Systems Retirement Savings Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $5M.

#1,410
in Transportation & Warehousing (3,299 peers)
+4.7%
assets growth YoY

Avox Systems Retirement Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Avox Systems Retirement Savings Plan vs every filed plan by assets

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

$4,945,644 42nd percentile higher than 42% 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 Retirement 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. Avox Systems Retirement Savings Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avox Systems Retirement Savings Plan reported participants rose from 130 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Avox Systems Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 263112854 · Avox Systems, Inc. PY 2024 · Profit Sharing

Avox Systems Retirement Savings Plan · $5M · 149 · 42nd

  • IND $5M
  • EOY 149
  • 5500 42nd
  • ASSETS Profit Sharing
  • PCT near Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti
  • EIN ind #1410

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 Transportation & Warehousing retirement plans → · Plans in New York →

Avox Systems Retirement Savings Plan in the asset neighbourhood

Avox Systems Retirement Savings PlanAvox Systems Retirement Savi…$5MJill Meyers Music Consultants, Inc. Profit Sharing PlanJill Meyers Music Consultant…$5MCharles Schwab-Custodian-Keogh Profit Sharing Plan-Louis BellottiCharles Schwab-Custodian-Keo…$5MPrincipal Properties, Inc. Profit Sharing PlanPrincipal Properties, Inc. P…$5MThe 401(a) Profit-Sharing Plan of Health Care for the HomelessThe 401(a) Profit-Sharing Pl…$5M
End-of-year total assets ($M) among Avox Systems Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$221K
Employer EIN263112854
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avox Systems, Inc.)

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

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Avox Systems Retirement Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Avox Systems Retirement Savings Plan, Total assets ($B): 0.004945644 · Participants: 149Avox Systems Retirement Savings PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Avox Systems Retirement Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Avox Systems Retirement Savings Plan side-by-side with 3 peers →

Avox Systems Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in NJ ($5M); by covered participants it is South Lyon Medical Center Tax Deferred Annuity Plan in NV (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Retirement Savings Plan assets move in 2024? ▼
Avox Systems Retirement Savings Plan edged up modestly - up 4.7% during 2024, from $5M to $5M. Reported net income was $221K.
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.
Which Profit Sharing plans are similar in size to Avox Systems Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in NJ ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Avox Systems Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is South Lyon Medical Center Tax Deferred Annuity Plan in NV (149 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.