401(k) · DOL Form 5500 · 2024

Avalon Health Care, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
2,303
Participants Above avg headcount
77th
Percentile by assets National rank
$12,812
Avg per participant Low balance/head
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Official DOL plan name: Avalon Health Care, Inc. 401(k) Plan · Sponsored by Avalon Health Care, Inc. · Utah · Healthcare & Social Assistance

$30M in assets, 2,303 participants

Avalon Health Care, Inc.'s Avalon Health Care, Inc. 401(k) Plan reported $30M in total assets and 2,303 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,612 in Healthcare & Social Assistance (16,916 peers)

Coverage in Utah

Avalon Health Care, Inc. 401(k) Plan covers 2,303 participants in Utah, 3.9x the typical Utah plan (state average ~592 per filing). Assets: $30M.

#13,612
in Healthcare & Social Assistance (16,916 peers)
+1.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avalon Health Care, Inc. 401(k) Plan's outsized position by total assets

Avalon Health Care, Inc. 401(k) Plan vs every filed plan by assets

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

$29,505,347 Top 23% higher than 77% 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

Avalon Health Care, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avalon Health Care, Inc. 401(k) Plan lands in the large band (2,303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avalon Health Care, Inc. 401(k) Plan reported participants fell from 4,057 in the plan year 2023 filing to 2,303 in the plan year 2024 filing.
  • Avalon Health Care, Inc. 401(k) Plan reported net income rose from $445K in the plan year 2023 filing to $481K in the plan year 2024 filing.
  • Avalon Health Care, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870462037 · Avalon Health Care, Inc. PY 2024 · 401(k)

Avalon Health Care, Inc. 401(k) Plan · $30M · 2,303 · 77th

  • SCH $30M
  • SCH 2,303
  • SCH 77th
  • SCH 401(k)
  • SCH near Ska Consulting Engineers, Inc. Thrift Savings Plan
  • SCH ind #13612

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Avalon Health Care, Inc. 401(k) Plan in the asset neighbourhood

Avalon Health Care, Inc. 401(k) PlanAvalon Health Care, Inc. 401…$30MSka Consulting Engineers, Inc. Thrift Savings PlanSka Consulting Engineers, In…$30MAaa Central Penn 401(k) Plan$30MPolysciences, Inc. 401(k) PlanPolysciences, Inc. 401(k) Pl…$30MColumbus Regional Health System Services 401(k) PlanColumbus Regional Health Sys…$30M
End-of-year total assets ($M) among Avalon Health Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$481K
Employer EIN870462037
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avalon Health Care, Inc.)

Sponsor-wide plan assets over time

All Avalon Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 14.320881990011102% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $34.4M $29.5M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 3,939 $34M
2023 1 4,057 $29M
2024 1 2,303 $30M

Nearby 401(k) Plans in Utah

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

Avalon Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Avalon Health Care, Inc. 401(k) Plan, Total assets ($B): 0.029505347 · Participants: 2303Avalon Health Care, Inc. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Avalon Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Avalon Health Care, Inc. 401(k) Plan side-by-side with 3 peers →

Avalon Health Care, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Ska Consulting Engineers, Inc. Thrift Savings Plan in NC ($30M); by covered participants it is Behavioral Innovations Retirement Savings Plan in TX (2,304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,303 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 Avalon Health Care, Inc. 401(k) Plan assets move in 2024? ▼
Avalon Health Care, Inc. 401(k) Plan edged up modestly - up 1.7% during 2024, from $29M to $30M. Reported net income was $481K.
How have Avalon Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avalon Health Care, Inc.'s sponsor-wide assets declined 14.3%, from $34M to $30M.
Where does Avalon Health Care, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Avalon Health Care, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Avalon Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ska Consulting Engineers, Inc. Thrift Savings Plan in NC ($30M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Avalon Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavioral Innovations Retirement Savings Plan in TX (2,304 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 870462037.

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.