401(k) · DOL Form 5500 · 2022

Ventra Ionia LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,015
Participants Near avg headcount
78th
Percentile by assets National rank
$21,261
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ventra Ionia Union #436 401(k) Plan · Sponsored by Ventra Ionia LLC · Illinois · Manufacturing

$22M in assets, 1,015 participants

Ventra Ionia LLC's Ventra Ionia Union #436 401(k) Plan reported $22M in total assets and 1,015 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,356 in Manufacturing (20,602 peers)

Where Ventra Ionia Union #436 401(k) Plan sits by assets

Ventra Ionia Union #436 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 1,015 participants (~$21,261/participant), down 11.3% in 2022.

#14,356
in Manufacturing (20,602 peers)
-11.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ventra Ionia Union #436 401(k) Plan's outsized position by total assets

Ventra Ionia Union #436 401(k) Plan vs every filed plan by assets

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

$21,580,276 Top 22% higher than 78% 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

Ventra Ionia Union #436 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ventra Ionia Union #436 401(k) Plan lands in the large band (1,015 participants).

Form 5500 schedule snapshot

Filing strip 270385504 · Ventra Ionia LLC PY 2022 · 401(k)

Ventra Ionia Union #436 401(k) Plan · $22M · 1,015 · 78th

  • IND $22M
  • EOY 1,015
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Southern Crown Partners, LLC Retirement Plan
  • EIN ind #14356

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 Manufacturing retirement plans → · Plans in Illinois →

Ventra Ionia Union #436 401(k) Plan in the asset neighbourhood

Wfbm, LLP 401(k) Plan$22MVentra Ionia Union #436 401(k) PlanVentra Ionia Union #436 401(…$22MSouthern Crown Partners, LLC Retirement PlanSouthern Crown Partners, LLC…$22MQuest Media and Supplies 401(k) Retirement Savings PlanQuest Media and Supplies 401…$22MHarvey Tool Company, LLC 401(k) Retirement PlanHarvey Tool Company, LLC 401…$22M
End-of-year total assets ($M) among Ventra Ionia Union #436 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN270385504
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ventra Ionia LLC)

Sponsor-wide plan assets over time

All Ventra Ionia LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.601897769982184% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.6M $28.2M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 1,015 $22M
2023 1 897 $24M
2024 1 981 $28M

Nearby 401(k) Plans in Illinois

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

Ventra Ionia Union #436 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ventra Ionia Union #436 401(k) Plan, Total assets ($B): 0.021580276 · Participants: 1015Ventra Ionia Union #436 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Ventra Ionia Union #436 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Ventra Ionia Union #436 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Southern Crown Partners, LLC Retirement Plan in GA ($22M); by covered participants it is Progressive Services, Inc. 401(k) Salary Reduction Plan in AZ (1,015 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,015 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 Ventra Ionia Union #436 401(k) Plan assets move in 2022?
Ventra Ionia Union #436 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $24M to $22M. Reported net income was -$3M.
How have Ventra Ionia LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ventra Ionia LLC's sponsor-wide assets grew 30.6%, from $22M to $28M.
Where does Ventra Ionia Union #436 401(k) Plan rank by assets among Form 5500 filers?
Ventra Ionia Union #436 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ventra Ionia Union #436 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Southern Crown Partners, LLC Retirement Plan in GA ($22M, 572 participants).
Which 401(k) plans cover a similar participant headcount to Ventra Ionia Union #436 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Progressive Services, Inc. 401(k) Salary Reduction Plan in AZ (1,015 participants, $9M in assets).