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Employers › California

Employer · plans filed under one EIN

American Vision Windows, Inc.

Simi Valley, CA · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$10.2Mnet assets across plans
444participant records346 active
$3.6Memployer contributions, latest plan years$10,429 per active record
$67KSchedule C compensation to organisations$149.87 per participant record

2 retirement plans with 100 or more participants file Form 5500 under American Vision Windows, Inc.'s employer identification number (Simi Valley, California). Their latest filings total 444 participant records and $10.2M in net assets.

The largest is American Vision Windows, Inc. ESOP, an employee stock ownership plan with 245 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.6M and participant contributions $480K in the latest plan years; benefits paid were $302K. Schedule C compensation reported to service provider organisations totalled $67K.

Combined net assets moved from $661K in 2010 to $5.7M in 2025 (up 767%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
American Vision Windows, Inc. ESOPemployee stock ownership plan2024245$4.4M$18,084$21,352$0
American Vision Windows Retirement Plan401(k) plan2025199$5.7M$28,811—$67K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2010: $661K2011: $665K2012: $774K2013: $927K2014: $1.1M2015: $1.2M2016: $1.4M2017: $3.1M2018: $543K2019: −$79K2020: $2.1M2021: $7.7M2022: $11.1M2023: $21.6M2024: $9.2M2025: $5.7M$661K$21.6M$5.7M200920122016202020242025
Combined net assets
2009: 1192010: 1292011: 1362012: 1062013: 1162014: 1372015: 1582016: 1832017: 4402018: 4012019: 3942020: 3902021: 4412022: 4872023: 4862024: 4632025: 199119487199200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251199$5.7M$0$480K
20242463$9.2M$3.6M$467K
20232486$21.6M$4.2M$458K
20222487$11.1M$2.6M$443K
20212441$7.7M$2.7M$404K
20202390$2.1M$1.2M$299K
20192394−$79K$407K$241K
20182401$543K$735K$251K
20172440$3.1M$1.0M$285K
20161183$1.4M$0$202K
20151158$1.2M$0$139K
20141137$1.1M$0$92K
20131116$927K$0$84K
20121106$774K$0$89K
20111136$665K$0$67K
20101129$661K$0$71K
20091119$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance Company—1$25,478
Mutual Advisors LLCInvestment advisory (plan)1$22,320
R-Tech Consultants Inc.Contract Administrator1$11,440
Empower Advisory Group, LLCInvestment management1$7,306

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Company$25K
Mutual Advisors LLC$22K
R-Tech Consultants Inc.$11K
Empower Advisory Group, LLC$7,306

Questions and answers

How many retirement plans does American Vision Windows, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: American Vision Windows, Inc. ESOP and American Vision Windows Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does American Vision Windows, Inc. contribute to its plans?

$3,608,544 in employer contributions across these plans in their latest plan years, about $10,429 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Company, Mutual Advisors LLC, R-Tech Consultants Inc. and Empower Advisory Group, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.