Other · DOL Form 5500 · 2024
Avance, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 994
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $16,648
- Avg per participant Low balance/head
Official DOL plan name: Avance, Inc. 403(b) Plan · Sponsored by Avance, Inc. · Texas · Healthcare & Social Assistance
$17M in assets, 994 participants
Avance, Inc.'s Avance, Inc. 403(b) Plan reported $17M in total assets and 994 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #12,088 in Healthcare & Social Assistance (16,916 peers)
Avance, Inc. multi-year trail
Avance, Inc.'s plans moved +44.0% in assets from 2022 to 2024; this filing shows Avance, Inc. 403(b) Plan at $17M / 994 participants.
- #12,088
- in Healthcare & Social Assistance (16,916 peers)
- +19.1%
- assets growth YoY
Avance, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Avance, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,548,148 Top 34% higher than 66% 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
Avance, Inc. 403(b) 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. Avance, Inc. 403(b) Plan sits mid-pack in the medium band (994 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avance, Inc. 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Avance, Inc. 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Avance, Inc. 403(b) Plan reported participants fell from 1,008 in the plan year 2023 filing to 994 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 741769114 · Avance, Inc. PY 2024 · Other
Avance, Inc. 403(b) Plan · $17M · 994 · 66th
- EBSA $17M
- EBSA 994
- EBSA 66th
- EBSA Other
- EBSA near Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan
- EBSA ind #12088
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 Texas →
Avance, Inc. 403(b) Plan in the asset neighbourhood
Avance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Avance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.99867732637189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 979 | $11M |
| 2023 | 1 | 1,008 | $14M |
| 2024 | 1 | 994 | $17M |
Avance, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 741769114 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Avance, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan in NC ($17M); by covered participants it is Tax Deferred Annuity Plan in NJ (992 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (994 participants); asset peers above are excluded.
- Tax Deferred Annuity Plan (NJ) 992 · 2 off
- Service Coordination, Inc. Tax Deferred Savings Plan (MD) 990 · 4 off
- 403(b) Thrift Plan for Lutheran Social Ministries of Maryland, Inc. (MD) 999 · 5 off
- High Point University Retirement Plan (NC) 987 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.