401(k) · DOL Form 5500 · 2022
Vlp Financial Advisors 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $432,687
- Avg per participant High balance/head
Official DOL plan name: Vlp Financial Advisors 401(k) Profit Sharing Plan · Sponsored by Vlp Financial Advisors · Virginia · Finance & Insurance
$7M in assets, 16 participants
Vlp Financial Advisors's Vlp Financial Advisors 401(k) Profit Sharing Plan reported $7M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,782 in Finance & Insurance (9,261 peers)
Vlp Financial Advisors multi-year trail
Vlp Financial Advisors's plans moved +61.1% in assets from 2022 to 2024; this filing shows Vlp Financial Advisors 401(k) Profit Sharing Plan at $7M / 16 participants.
- #3,782
- in Finance & Insurance (9,261 peers)
- -11.6%
- assets change YoY
The plan reported a net loss of $911K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vlp Financial Advisors 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Vlp Financial Advisors 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,922,984 Top 43% higher than 57% 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
Vlp Financial Advisors 401(k) Profit Sharing 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. Vlp Financial Advisors 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 541807668 · Vlp Financial Advisors PY 2022 · 401(k)
Vlp Financial Advisors 401(k) Profit Sharing Plan · $7M · 16 · 57th
- BOOK $7M
- BOOK 16
- BOOK 57th
- BOOK 401(k)
- BOOK near Basden Steel Corporation 401(k) Retirement Savings Plan
- BOOK ind #3782
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 Virginia →
Vlp Financial Advisors 401(k) Profit Sharing Plan in the asset neighbourhood
Vlp Financial Advisors multi-year asset trail
Sponsor-wide plan assets over time
All Vlp Financial Advisors plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 61.068666343877155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $7M |
| 2023 | 1 | 15 | $9M |
| 2024 | 1 | 19 | $11M |
Vlp Financial Advisors filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$911K |
| Employer EIN | 541807668 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Vlp Financial Advisors 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Basden Steel Corporation 401(k) Retirement Savings Plan in TX ($7M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- Williams, Robinson Et Al 401(k) Plan & Trust (MO) 16 · 0 off
- The Tramontana Group 401(k) Plan (FL) 16 · 0 off
- Boston Capital 401(k) Plan (MA) 16 · 0 off
- A1a Solar 401 K Profit Sharing Plan Trust (FL) 16 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.