401(k) · DOL Form 5500 · 2022

VI-Jon, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1,186
Participants Near avg headcount
91st
Percentile by assets National rank
$60,683
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan · Sponsored by VI-Jon, LLC · Missouri · Manufacturing

$72M in assets, 1,186 participants

VI-Jon, LLC's VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan reported $72M in total assets and 1,186 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,745 in Manufacturing (20,602 peers)

Where VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan sits by assets

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan sits in the top 10% of all filed plans by assets, $72M for 1,186 participants (~$60,683/participant), down 20.9% in 2022.

#17,745
in Manufacturing (20,602 peers)
-20.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan's outsized position by total assets

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan vs every filed plan by assets

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

$71,969,613 Top 9% higher than 91% 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

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings 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. VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan lands in the large band (1,186 participants).

Published 5500 schedule card

Filing strip 621788002 · VI-Jon, LLC PY 2022 · 401(k)

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan · $72M · 1,186 · 91st

  • PHOTO $72M
  • IND 1,186
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Sequoia 401(k) Plan
  • PCT ind #17745

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 Missouri →

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan in the asset neighbourhood

Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing PlanAnesthesia Consultants of In…$72MVI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings PlanVI-Jon Personal Choice 401(k…$72MSequoia 401(k) Plan$72MWings Financial Credit Union Retirement Savings PlanWings Financial Credit Union…$72MEagle Physicians and Associates, P.a. Employees' Savings and Retirement PlanEagle Physicians and Associa…$72M
End-of-year total assets ($M) among VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$72M
Net Income-$19M
Employer EIN621788002
Plan Effective Date1999-08-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan, Total assets ($B): 0.071969613 · Participants: 1186VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan side-by-side with 3 peers →

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Sequoia 401(k) Plan in CA ($72M); by covered participants it is Troy Construction 401(k) Plan in TX (1,186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,186 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 VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan assets move in 2022? ▼
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan declined sharply - down 20.9% during 2022, from $91M to $72M. Reported net income was -$19M.
Where does VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan rank by assets among Form 5500 filers? ▼
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sequoia 401(k) Plan in CA ($72M, 187 participants).
Which 401(k) plans cover a similar participant headcount to VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Troy Construction 401(k) Plan in TX (1,186 participants, $9M 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 621788002.

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.