401(k) · DOL Form 5500 · 2022

Van Den Berg Management I, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
43rd
Percentile by assets National rank
$147,019
Avg per participant Above avg balance/head
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Official DOL plan name: Van Den Berg Management I, Inc. 401(k) Plan and Trust · Sponsored by Van Den Berg Management I, Inc. · Texas · Finance & Insurance

$3M in assets, 23 participants

Van Den Berg Management I, Inc.'s Van Den Berg Management I, Inc. 401(k) Plan and Trust reported $3M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,693 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. 401(k) Plan and Trust at $3M / 23 participants.

#2,693
in Finance & Insurance (9,261 peers)
+7.4%
assets growth YoY

Van Den Berg Management I, Inc. 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Van Den Berg Management I, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$3,381,432 43rd percentile higher than 43% 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. 401(k) 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. 401(k) Plan and Trust is a small filing (23 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 953017097 · Van Den Berg Management I, Inc. PY 2022 · 401(k)

Van Den Berg Management I, Inc. 401(k) Plan and Trust · $3M · 23 · 43rd

  • VS-ST $3M
  • VS-ST 23
  • VS-ST 43rd
  • VS-ST 401(k)
  • VS-ST near John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan
  • VS-ST ind #2693

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. 401(k) Plan and Trust in the asset neighbourhood

Van Den Berg Management I, Inc. 401(k) Plan and TrustVan Den Berg Management I, I…$3MJohn W. Bass, M.D., Ltd. 401(k) Profit Sharing PlanJohn W. Bass, M.D., Ltd. 401…$3MValtronic Technologies (USA) Inc. Retirement Savings PlanValtronic Technologies (USA)…$3MIckler Electric Corporation 401(k) Retirement Savings PlanIckler Electric Corporation …$3MRhd Plumbing, Inc. Safe Harbor 401(k) PlanRhd Plumbing, Inc. Safe Harb…$3M
End-of-year total assets ($M) among Van Den Berg Management I, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) 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)$3M
Net Assets (End of Year)$3M
Net Income$232K
Employer EIN953017097
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Van Den Berg Management I, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Van Den Berg Management I, Inc. 401(k) Plan and Trust, Total assets ($B): 0.003381432 · Participants: 23Van Den Berg Management I, Inc. 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Van Den Berg Management I, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Van Den Berg Management I, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Van Den Berg Management I, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan in AZ ($3M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (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. 401(k) Plan and Trust assets move in 2022? ▼
Van Den Berg Management I, Inc. 401(k) Plan and Trust grew at a solid clip - up 7.4% during 2022, from $3M to $3M. Reported net income was $232K.
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 401(k) plans are similar in size to Van Den Berg Management I, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan in AZ ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Van Den Berg Management I, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 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 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.