401(k) · DOL Form 5500 · 2022

Confluence Business Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$333K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$332,510
Avg per participant High balance/head
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Official DOL plan name: Confluence Business Ventures, Inc. 401(k) Plan · Sponsored by Confluence Business Ventures, Inc. · Wisconsin · Food Services & Accommodation

$333K in assets, 1 participants

Confluence Business Ventures, Inc.'s Confluence Business Ventures, Inc. 401(k) Plan reported $333K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,713 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Confluence Business Ventures, Inc. 401(k) Plan ranks #1,713 of 4,592 2022 filers by assets (5884% of the sector average)-$333K for 1 participant.

#1,713
in Food Services & Accommodation (4,592 peers)
+23.7%
assets growth YoY

Confluence Business Ventures, Inc. 401(k) Plan among the smaller filed plans by assets

Confluence Business Ventures, Inc. 401(k) Plan vs every filed plan by assets

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

$332,510 15th percentile higher than 15% 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

Confluence Business Ventures, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confluence Business Ventures, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 871703110 · Confluence Business Ventures, Inc. PY 2022 · 401(k)

Confluence Business Ventures, Inc. 401(k) Plan · $333K · 1 · 15th

  • NET $333K
  • NET 1
  • NET 15th
  • NET 401(k)
  • NET near Cole Electric Services, Inc. Retirement Plan
  • NET ind #1713

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Confluence Business Ventures, Inc. 401(k) Plan in the asset neighbourhood

Confluence Business Ventures, Inc. 401(k) PlanConfluence Business Ventures…$333KCole Electric Services, Inc. Retirement PlanCole Electric Services, Inc.…$332KEmmi Desserts USA, LLC 401(k) PlanEmmi Desserts USA, LLC 401(k…$332KSnowy Range Corp. 401(k) Plan$333KDarby Blinds, Inc. 401(k) Profit Sharing PlanDarby Blinds, Inc. 401(k) Pr…$333K
End-of-year total assets ($M) among Confluence Business Ventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$269K
Net Assets (End of Year)$333K
Net Income$64K
Employer EIN871703110
Plan Effective Date2021-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Business Ventures, Inc.)

Sponsor-wide plan assets over time

All Confluence Business Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267K 19.589486030495323% vs 2022
2024 filing year
$0.26M$0.28M$0.3M$0.32M$0.34M 202220232024 $0.33M $0.27M ▼ -18.2%
Year Plans Participants Total Assets
2022 1 1 $333K
2023 1 2 $314K
2024 1 2 $267K

Nearby 401(k) Plans in Wisconsin

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

Confluence Business Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Confluence Business Ventures, Inc. 401(k) Plan, Total assets ($B): 0.00033251 · Participants: 1Confluence Business Ventures, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Confluence Business Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Confluence Business Ventures, Inc. 401(k) Plan side-by-side with 3 peers →

Confluence Business Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cole Electric Services, Inc. Retirement Plan in VA ($332K); by covered participants it is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($333K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Confluence Business Ventures, Inc. 401(k) Plan assets move in 2022? ▼
Confluence Business Ventures, Inc. 401(k) Plan grew sharply - up 23.7% during 2022, from $269K to $333K. Reported net income was $64K.
How have Confluence Business Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluence Business Ventures, Inc.'s sponsor-wide assets declined 19.6%, from $333K to $267K.
Where does Confluence Business Ventures, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Confluence Business Ventures, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Confluence Business Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cole Electric Services, Inc. Retirement Plan in VA ($332K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Confluence Business Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant, 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 871703110.

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.