401(k) · DOL Form 5500 · 2022
VI-Jon, LLC 401(k) Plan
Data updated 2026-08-11
- $72M
- Total assets
- 1,186
- Participants
- 91st
- Percentile by assets
- $60,683
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $72M
- total plan assets (2022 EOY)
- 1,186
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $60,683
- avg assets per participant
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.
Where VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan sits 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
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 vs the 2022 asset distribution
By assets, VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | -$19M |
| Employer EIN | 621788002 |
| Plan Effective Date | 1999-08-25 |
| Filing Status | FILING 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
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan by total assets, not by location.
Frequently Asked Questions
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Next read for VI-Jon Personal Choice 401(k) Retirement…
Scale reading
Ways to act on VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan's numbers.
- By total assets, VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans