401(k) · DOL Form 5500 · 2024

Avista Corporation 401(k) Plan

Data updated 2026-08-25

$843M
Total assets Above avg plan size
1,962
Participants Near avg headcount
98th
Percentile by assets National rank
$429,902
Avg per participant High balance/head
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Official DOL plan name: Investment & Employee Stock Ownership Plan of Avista · Sponsored by Avista Corporation · Washington · Utilities

$843M in assets, 1,962 participants

Avista Corporation's Investment & Employee Stock Ownership Plan of Avista reported $843M in total assets and 1,962 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #629 in Utilities (732 peers)

Where Investment & Employee Stock Ownership Plan of Avista sits by assets

Investment & Employee Stock Ownership Plan of Avista sits in the top 5% of all filed plans by assets, $843M for 1,962 participants (~$429,902/participant), up 12.3% in 2024.

#629
in Utilities (732 peers)
+12.3%
assets growth YoY
8.5×
vs typical plan assets (national mean)

Investment & Employee Stock Ownership Plan of Avista's outsized position by total assets

Investment & Employee Stock Ownership Plan of Avista vs every filed plan by assets

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

$843,466,787 Top 2% higher than 98% 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

Investment & Employee Stock Ownership Plan of Avista'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. Investment & Employee Stock Ownership Plan of Avista lands in the large band (1,962 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Investment & Employee Stock Ownership Plan of Avista reported net income rose from $82M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Investment & Employee Stock Ownership Plan of Avista end-of-year assets rose from $751M in the plan year 2023 filing to $843M in the plan year 2024 filing.
  • Investment & Employee Stock Ownership Plan of Avista reported participants rose from 1,885 in the plan year 2023 filing to 1,962 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 910462470 · Avista Corporation PY 2024 · 401(k)

Investment & Employee Stock Ownership Plan of Avista · $843M · 1,962 · 98th

  • BOOK $843M
  • VS-ST 1,962
  • BOY 98th
  • SCH 401(k)
  • EBSA near Akin Gump Strauss Hauer & Feld LLP Section 401(k) Profit Sharing Plan
  • PART ind #629

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 Utilities retirement plans → · Plans in Washington →

Investment & Employee Stock Ownership Plan of Avista in the asset neighbourhood

Amwins Group, Inc. 401(k) PlanAmwins Group, Inc. 401(k) Pl…$844MThe Helmerich & Payne, Inc. 401(k)/Thrift PlanThe Helmerich & Payne, Inc. …$844MDematic Corp. 401(k) Retirement PlanDematic Corp. 401(k) Retirem…$844MInvestment & Employee Stock Ownership Plan of AvistaInvestment & Employee Stock …$843MAkin Gump Strauss Hauer & Feld LLP Section 401(k) Profit Sharing PlanAkin Gump Strauss Hauer & Fe…$843M
End-of-year total assets ($M) among Investment & Employee Stock Ownership Plan of Avista and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$751M
Net Assets (End of Year)$843M
Net Income$92M
Employer EIN910462470
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avista Corporation)

Sponsor-wide plan assets over time

All Avista Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 19.7788569286202% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.22B $1.46B ▲ +19.7%
Year Plans Participants Total Assets
2022 2 3,093 $1.2B
2023 2 3,042 $1.3B
2024 2 3,132 $1.5B

Nearby 401(k) Plans in Washington

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

Investment & Employee Stock Ownership Plan of Avista vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Investment & Employee Stock Ownership Plan of Avista, Total assets ($B): 0.843466787 · Participants: 1962Investment & Employee Stock Ownership Plan of AvistaThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Investment & Employee Stock Ownership Plan of Avista vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Investment & Employee Stock Ownership Plan of Avista side-by-side with 3 peers →

Investment & Employee Stock Ownership Plan of Avista's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Akin Gump Strauss Hauer & Feld LLP Section 401(k) Profit Sharing Plan in TX ($843M); by covered participants it is Pebble Beach Company 401(k) Plan in CA (1,963 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($843M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,962 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 Investment & Employee Stock Ownership Plan of Avista assets move in 2024? ▼
Investment & Employee Stock Ownership Plan of Avista grew at a solid clip - up 12.3% during 2024, from $751M to $843M. Reported net income was $92M.
How have Avista Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avista Corporation's sponsor-wide assets grew 19.8%, from $1.2B to $1.5B.
Where does Investment & Employee Stock Ownership Plan of Avista rank by assets among Form 5500 filers? ▼
Investment & Employee Stock Ownership Plan of Avista ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Investment & Employee Stock Ownership Plan of Avista? ▼
Among 401(k) plans in other states, the closest by assets is Akin Gump Strauss Hauer & Feld LLP Section 401(k) Profit Sharing Plan in TX ($843M, 1,489 participants).
Which 401(k) plans cover a similar participant headcount to Investment & Employee Stock Ownership Plan of Avista? ▼
Among 401(k) plans in other states, the closest by covered participants is Pebble Beach Company 401(k) Plan in CA (1,963 participants, $144M 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 910462470.

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.