Profit Sharing · DOL Form 5500 · 2022

Van Den Berg Management I, Inc. Profit Sharing Plan

Data updated 2026-08-11

$14M
Total assets
23
Participants
72nd
Percentile by assets
$629,103
Avg per participant
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Official DOL plan name: Van Den Berg Management I, Inc. Profit Sharing Plan and Trust · Sponsored by Van Den Berg Management I, Inc. · Texas · Finance & Insurance

$14M in assets, 23 participants

Van Den Berg Management I, Inc.'s Van Den Berg Management I, Inc. Profit Sharing Plan and Trust reported $14M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • 72nd percentile by assets (of 139,126 plans)
  • #5,241 in Finance & Insurance (9,261 peers)

Van Den Berg Management I, Inc. multi-year trail

Van Den Berg Management I, Inc.'s plans moved +12.2% in assets from 2022 to 2023; this filing shows Van Den Berg Management I, Inc. Profit Sharing Plan and Trust at $14M / 23 participants.

$14M
total plan assets (2022 EOY)
23
covered participants
72nd
percentile by assets (of 139,126 plans)
$629,103
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Van Den Berg Management I, Inc. Profit Sharing Plan and Trust sits by total assets

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,469,368 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Finance & Insurance

Van Den Berg Management I, Inc. across 2 plan years on file

Across the 2 plan years Van Den Berg Management I, Inc. has on file (2022-2023), sponsor-wide plan assets have moved from $18M to $20M, a gain of 12.2%, while reported participants moved from 46 to 38 (-17.4%).

Van Den Berg Management I, Inc. multi-year asset trail

$17M$18M$19M$20M$21M 20222023 $17.9M $20M ▲ +12.2%
Total plan assets by year, all Van Den Berg Management I, Inc. plans on file
Year Plans Participants Total Assets
2022 2 46 $18M
2023 2 38 $20M

Van Den Berg Management I, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN953017097
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Van Den Berg Managem…, Total assets ($B): 0.014469368 · Participants: 23Van Den Berg Managem…Southwest Airlines C…, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines C…Baylor College of Me…, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Me…H-E-B Partner Stock …, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock …The Defined Contribu…, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribu…Maritime Association…, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association…
Van Den Berg Management I, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Van Den Berg Management I, Inc. Profit S… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Van Den Berg Management I, Inc. Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Van Den Berg Management I, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Van Den Berg Management I, Inc. Profit Sharing Plan and Trust pulled back noticeably - down 13.8% during 2022, from $17M to $14M. Reported net income was -$2M.
How have Van Den Berg Management I, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Van Den Berg Management I, Inc.'s sponsor-wide assets grew 12.2%, from $18M to $20M.
Which Profit Sharing plans are similar in size to Van Den Berg Management I, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is C.E. Toland & Son Profit Sharing Plan in CA ($14M, 26 participants).

Next read for Van Den Berg Management I, Inc. Profit S…

Multi-year trail

Ways to act on Van Den Berg Management I, Inc. Profit Sharing Plan and Trust's numbers.

  • By total assets, Van Den Berg Management I, Inc. Profit Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
  • Van Den Berg Management I, Inc.'s sponsor-wide assets have grown 12.2% since 2022 across 2 plan years on file. More Finance & Insurance plans

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 953017097.

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.