401(k) · DOL Form 5500 · 2022
United States Veterans Initiative 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 484
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $17,427
- Avg per participant Low balance/head
Official DOL plan name: United States Veterans Initiative Retirement Savings Plan · Sponsored by United States Veterans Initiative · California · Healthcare & Social Assistance
$8M in assets, 484 participants
United States Veterans Initiative's United States Veterans Initiative Retirement Savings Plan reported $8M in total assets and 484 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #13,473 in Healthcare & Social Assistance (20,060 peers)
United States Veterans Initiative multi-year trail
United States Veterans Initiative's plans moved +59.8% in assets from 2022 to 2024; this filing shows United States Veterans Initiative Retirement Savings Plan at $8M / 484 participants.
- #13,473
- in Healthcare & Social Assistance (20,060 peers)
- -9.9%
- assets change YoY
The plan reported a net loss of $932K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United States Veterans Initiative Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
United States Veterans Initiative Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,434,783 Top 39% higher than 61% 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
United States Veterans Initiative Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United States Veterans Initiative Retirement Savings Plan sits mid-pack in the medium band (484 participants).
EBSA filing schedule strip
Filing strip 954382752 · United States Veterans Initiative PY 2022 · 401(k)
United States Veterans Initiative Retirement Savings Plan · $8M · 484 · 61st
- SCH $8M
- SCH 484
- SCH 61st
- SCH 401(k)
- SCH near Addx Corporation 401(k) Plan
- SCH ind #13473
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 California →
United States Veterans Initiative Retirement Savings Plan in the asset neighbourhood
United States Veterans Initiative multi-year asset trail
Sponsor-wide plan assets over time
All United States Veterans Initiative plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 59.80962402945044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 484 | $8M |
| 2023 | 1 | 481 | $11M |
| 2024 | 1 | 599 | $13M |
United States Veterans Initiative filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$932K |
| Employer EIN | 954382752 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
United States Veterans Initiative Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Addx Corporation 401(k) Plan in VA ($8M); by covered participants it is World Travel, Inc. 401(k) Plan in PA (484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Addx Corporation 401(k) Plan (VA) $8M · 66
- Massage Envy Franchising LLC 401(k) Plan (AZ) $8M · 177
- The Wilder Companies 401(k) Plan (MA) $8M · 55
- Both, Inc. 401 (K) Plan (VA) $8M · 445
Similar participant headcount
Nearest other-state filings by covered participants (484 participants); asset peers above are excluded.
- World Travel, Inc. 401(k) Plan (PA) 484 · 0 off
- Clearsky Health Retirement Plan (NM) 484 · 0 off
- Oeconnection 401(k) Plan (OH) 484 · 0 off
- Columbia International University 401(k) Plan (SC) 484 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.