Profit Sharing · DOL Form 5500 · 2022

Van Den Berg Management I, Inc. Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
23
Participants Small participant base
72nd
Percentile by assets National rank
$629,103
Avg per participant High balance/head
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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.

  • #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.

#5,241
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY

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.

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust's outsized position 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 $2,050,000,000 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 Den Berg Management I, Inc. Profit Sharing Plan and 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. Van Den Berg Management I, Inc. Profit Sharing Plan and Trust is a small filing (23 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 953017097 · Van Den Berg Management I, Inc. PY 2022 · Profit Sharing

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust · $14M · 23 · 72nd

  • PHOTO $14M
  • PHOTO 23
  • PHOTO 72nd
  • PHOTO Profit Sharing
  • PHOTO near C.E. Toland & Son Profit Sharing Plan
  • PHOTO ind #5241

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 Texas →

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Nea Member Benefits Defined Contribution Retirement PlanNea Member Benefits Defined …$14MAmerican Society for Clinical Pathology 401(a) DC PlanAmerican Society for Clinica…$14MVan Den Berg Management I, Inc. Profit Sharing Plan and TrustVan Den Berg Management I, I…$14MC.E. Toland & Son Profit Sharing PlanC.E. Toland & Son Profit Sha…$14MSobel Medical Consultants, PC Profit Sharing PlanSobel Medical Consultants, P…$14M
End-of-year total assets ($M) among Van Den Berg Management I, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Van Den Berg Management I, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.190047504873732% vs 2022
2023 filing year
$17M$18M$19M$20M$21M 20222023 $17.9M $20M ▲ +12.2%
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 ($B) Participants Van Den Berg Management I, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.014469368 · Participants: 23Van Den Berg Management I, Inc. Profit Sharing Plan and TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
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 Sharing Plan and Trust side-by-side with 3 peers →

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is C.E. Toland & Son Profit Sharing Plan in CA ($14M); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 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).
Which Profit Sharing plans cover a similar participant headcount to Van Den Berg Management I, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants, $11M 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 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.