401(k) · DOL Form 5500 · 2022

Vonlehman & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
132
Participants Small participant base
81st
Percentile by assets National rank
$195,502
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vonlehman & Co., Inc. Employee's Savings Plan · Sponsored by Vonlehman & Company, Inc. · Kentucky · Professional & Technical Services

$26M in assets, 132 participants

Vonlehman & Company, Inc.'s Vonlehman & Co., Inc. Employee's Savings Plan reported $26M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,565 in Professional & Technical Services (21,562 peers)

Coverage in Kentucky

Vonlehman & Co., Inc. Employee's Savings Plan covers 132 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $26M.

#17,565
in Professional & Technical Services (21,562 peers)
-15.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vonlehman & Co., Inc. Employee's Savings Plan's outsized position by total assets

Vonlehman & Co., Inc. Employee's Savings Plan vs every filed plan by assets

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

$25,806,211 Top 19% higher than 81% 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

Vonlehman & Co., Inc. Employee's Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vonlehman & Co., Inc. Employee's Savings Plan sits mid-pack in the medium band (132 participants).

EBSA filing schedule strip

Filing strip 310905417 · Vonlehman & Company, Inc. PY 2022 · 401(k)

Vonlehman & Co., Inc. Employee's Savings Plan · $26M · 132 · 81st

  • EOY $26M
  • 5500 132
  • ASSETS 81st
  • PCT 401(k)
  • EIN near The Pssi 401(k) Plan & Trust
  • RANK ind #17565

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Vonlehman & Co., Inc. Employee's Savings Plan in the asset neighbourhood

Vonlehman & Co., Inc. Employee's Savings PlanVonlehman & Co., Inc. Employ…$26MThe Pssi 401(k) Plan & Trust$26MCommercial Enterprises Employees 401(k) ProfitCommercial Enterprises Emplo…$26MOb/Gyn Affiliates 401(k) Profit Sharing PlanOb/Gyn Affiliates 401(k) Pro…$26MRoark Capital Management LLC 401(k) Profit Sharing Plan & TrustRoark Capital Management LLC…$26M
End-of-year total assets ($M) among Vonlehman & Co., Inc. Employee's Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN310905417
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vonlehman & Company, Inc.)

Sponsor-wide plan assets over time

All Vonlehman & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $25.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 132 $26M
2023 1 128 $29M
2024 1 141 N/A

Nearby 401(k) Plans in Kentucky

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

Vonlehman & Co., Inc. Employee's Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Vonlehman & Co., Inc. Employee's Savings Plan, Total assets ($B): 0.025806211 · Participants: 132Vonlehman & Co., Inc. Employee's Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Vonlehman & Co., Inc. Employee's Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Vonlehman & Co., Inc. Employee's Savings Plan side-by-side with 3 peers →

Vonlehman & Co., Inc. Employee's Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is The Pssi 401(k) Plan & Trust in WI ($26M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Vonlehman & Co., Inc. Employee's Savings Plan assets move in 2022? ▼
Vonlehman & Co., Inc. Employee's Savings Plan declined sharply - down 15.5% during 2022, from $31M to $26M. Reported net income was -$5M.
Where does Vonlehman & Co., Inc. Employee's Savings Plan rank by assets among Form 5500 filers? ▼
Vonlehman & Co., Inc. Employee's Savings Plan ranks in the 81st 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 Vonlehman & Co., Inc. Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pssi 401(k) Plan & Trust in WI ($26M, 12,668 participants).
Which 401(k) plans cover a similar participant headcount to Vonlehman & Co., Inc. Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 310905417.

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.