401(k) · DOL Form 5500 · 2022

Van Liew Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
52nd
Percentile by assets National rank
$437,318
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Van Liew Capital, Inc. 401(k) Savings Plan · Sponsored by Van Liew Capital, Inc. · Rhode Island · Finance & Insurance

$5M in assets, 12 participants

Van Liew Capital, Inc.'s Van Liew Capital, Inc. 401(k) Savings Plan reported $5M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,331 in Finance & Insurance (9,261 peers)

Van Liew Capital, Inc. multi-year trail

Van Liew Capital, Inc.'s plans moved +40.4% in assets from 2022 to 2024; this filing shows Van Liew Capital, Inc. 401(k) Savings Plan at $5M / 12 participants.

#3,331
in Finance & Insurance (9,261 peers)
-13.0%
assets change YoY

The plan reported a net loss of $784K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Van Liew Capital, Inc. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Van Liew Capital, Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,247,819 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Van Liew Capital, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Liew Capital, Inc. 401(k) Savings Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 050407545 · Van Liew Capital, Inc. PY 2022 · 401(k)

Van Liew Capital, Inc. 401(k) Savings Plan · $5M · 12 · 52nd

  • BOOK $5M
  • BOOK 12
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near Fox Subacute 401(k) Profit Sharing Plan
  • BOOK ind #3331

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 Rhode Island →

Van Liew Capital, Inc. 401(k) Savings Plan in the asset neighbourhood

Van Liew Capital, Inc. 401(k) Savings PlanVan Liew Capital, Inc. 401(k…$5MFox Subacute 401(k) Profit Sharing PlanFox Subacute 401(k) Profit S…$5MPotts-Dupre, Hawkins & Kramer Chtd. Profit Sharing PlanPotts-Dupre, Hawkins & Krame…$5MFinwise Bank 401(k) Plan$5MTemo Arjani LLP 401(k) Plan$5M
End-of-year total assets ($M) among Van Liew Capital, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Van Liew Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Van Liew Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.42397422624523% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.25M $7.37M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 13 $6M
2024 1 13 $7M

Van Liew Capital, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$784K
Employer EIN050407545
Plan Effective Date1984-05-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Van Liew Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Van Liew Capital, Inc. 401(k) Savings Plan, Total assets ($B): 0.005247819 · Participants: 12Van Liew Capital, Inc. 401(k) Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Van Liew Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Van Liew Capital, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Van Liew Capital, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Fox Subacute 401(k) Profit Sharing Plan in PA ($5M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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.

Frequently Asked Questions

How did Van Liew Capital, Inc. 401(k) Savings Plan assets move in 2022? ▼
Van Liew Capital, Inc. 401(k) Savings Plan pulled back noticeably - down 13.0% during 2022, from $6M to $5M. Reported net income was -$784K.
How have Van Liew Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Liew Capital, Inc.'s sponsor-wide assets grew 40.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Van Liew Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fox Subacute 401(k) Profit Sharing Plan in PA ($5M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Van Liew Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050407545.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.