401(k) · DOL Form 5500 · 2022
Vss Capital Partners LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $462,659
- Avg per participant High balance/head
Official DOL plan name: Vss Retirement Trust · Sponsored by Vss Capital Partners LLC · New York · Finance & Insurance
$10M in assets, 22 participants
Vss Capital Partners LLC's Vss Retirement Trust reported $10M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #4,508 in Finance & Insurance (9,261 peers)
Vss Capital Partners LLC multi-year trail
Vss Capital Partners LLC's plans moved +34.6% in assets from 2022 to 2024; this filing shows Vss Retirement Trust at $10M / 22 participants.
- #4,508
- in Finance & Insurance (9,261 peers)
- -32.4%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vss Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers
Vss Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,178,497 Top 35% higher than 65% 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
Vss Retirement Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vss Retirement Trust is a small filing (22 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 300002059 · Vss Capital Partners LLC PY 2022 · 401(k)
Vss Retirement Trust · $10M · 22 · 65th
- PART $10M
- PART 22
- PART 65th
- PART 401(k)
- PART near Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan
- PART ind #4508
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 Finance & Insurance retirement plans → · Plans in New York →
Vss Retirement Trust in the asset neighbourhood
Vss Capital Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Vss Capital Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 34.57316929994674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $10M |
| 2023 | 1 | 23 | $13M |
| 2024 | 1 | 28 | $14M |
Vss Capital Partners LLC filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$5M |
| Employer EIN | 300002059 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Vss Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan in AZ ($10M); by covered participants it is Bei 401(k) Plan in ID (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.