401(k) · DOL Form 5500 · 2022
927 Venture, Inc. 401(k) Plan
Data updated 2026-08-25
- $136K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $67,995
- Avg per participant Below avg balance/head
Official DOL plan name: 927 Venture, Inc. 401(k) Profit Sharing Plan · Sponsored by 927 Venture, Inc. · Wisconsin · Retail Trade
$136K in assets, 2 participants
927 Venture, Inc.'s 927 Venture, Inc. 401(k) Profit Sharing Plan reported $136K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #1,119 in Retail Trade (9,519 peers)
927 Venture, Inc. multi-year trail
927 Venture, Inc.'s plans moved -13.4% in assets from 2022 to 2024; this filing shows 927 Venture, Inc. 401(k) Profit Sharing Plan at $136K / 2 participants.
- #1,119
- in Retail Trade (9,519 peers)
- $136K
- reported net income
927 Venture, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
927 Venture, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$135,989 8th percentile higher than 8% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
927 Venture, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 927 Venture, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 883270074 · 927 Venture, Inc. PY 2022 · 401(k)
927 Venture, Inc. 401(k) Profit Sharing Plan · $136K · 2 · 8th
- PART $136K
- PART 2
- PART 8th
- PART 401(k)
- PART near Carlyle Senior Care Retirement Savings Plan
- PART ind #1119
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 Retail Trade retirement plans → · Plans in Wisconsin →
927 Venture, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
927 Venture, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All 927 Venture, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118K 13.403289971983028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $136K |
| 2023 | 1 | 2 | $118K |
| 2024 | 1 | 2 | $118K |
927 Venture, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $136K |
| Net Income | $136K |
| Employer EIN | 883270074 |
| Plan Effective Date | 2022-07-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
927 Venture, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Carlyle Senior Care Retirement Savings Plan in SC ($136K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.