401(k) · DOL Form 5500 · 2022

Vanbarton Group LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
44
Participants Small participant base
60th
Percentile by assets National rank
$180,826
Avg per participant Above avg balance/head
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Official DOL plan name: Vanbarton Group LLC 401(k) Plan · Sponsored by Vanbarton Group LLC · New York · Real Estate

$8M in assets, 44 participants

Vanbarton Group LLC's Vanbarton Group LLC 401(k) Plan reported $8M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,859 in Real Estate (5,057 peers)

Vanbarton Group LLC multi-year trail

Vanbarton Group LLC's plans moved +32.0% in assets from 2022 to 2024; this filing shows Vanbarton Group LLC 401(k) Plan at $8M / 44 participants.

#3,859
in Real Estate (5,057 peers)
-19.9%
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.

Vanbarton Group LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Vanbarton Group LLC 401(k) Plan vs every filed plan by assets

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

$7,956,330 Top 40% higher than 60% 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

Vanbarton Group LLC 401(k) 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. Vanbarton Group LLC 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 371787339 · Vanbarton Group LLC PY 2022 · 401(k)

Vanbarton Group LLC 401(k) Plan · $8M · 44 · 60th

  • SCH $8M
  • EBSA 44
  • PART 60th
  • TYPE 401(k)
  • NET near Hurst-Rosche, Inc. Profit Sharing Plan
  • BOOK ind #3859

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 Real Estate retirement plans → · Plans in New York →

Vanbarton Group LLC 401(k) Plan in the asset neighbourhood

Vanbarton Group LLC 401(k) PlanVanbarton Group LLC 401(k) P…$8MHurst-Rosche, Inc. Profit Sharing PlanHurst-Rosche, Inc. Profit Sh…$8MGaumard Scientific 401(k) PlanGaumard Scientific 401(k) Pl…$8MMontgomery Automotive Dealerships, Inc. 401(k) Profit Sharing PlanMontgomery Automotive Dealer…$8MJenco, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Vanbarton Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vanbarton Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Vanbarton Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.04909801378273% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.96M $10.5M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 44 $8M
2023 1 50 $10M
2024 1 46 $11M

Vanbarton Group LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN371787339
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Vanbarton Group LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Vanbarton Group LLC 401(k) Plan, Total assets ($B): 0.00795633 · Participants: 44Vanbarton Group LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Vanbarton Group LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Vanbarton Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hurst-Rosche, Inc. Profit Sharing Plan in IL ($8M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Vanbarton Group LLC 401(k) Plan assets move in 2022?
Vanbarton Group LLC 401(k) Plan declined sharply - down 19.9% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Vanbarton Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Vanbarton Group LLC's sponsor-wide assets grew 32.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Vanbarton Group LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hurst-Rosche, Inc. Profit Sharing Plan in IL ($8M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Vanbarton Group LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M in assets).