401(k) · DOL Form 5500 · 2022

Ventura Transfer Company 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
92
Participants Small participant base
65th
Percentile by assets National rank
$111,150
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ventura Transfer Company 401(k)Plan · Sponsored by Ventura Transfer Company · California · Transportation & Warehousing

$10M in assets, 92 participants

Ventura Transfer Company's Ventura Transfer Company 401(k)Plan reported $10M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,621 in Transportation & Warehousing (3,876 peers)

Ventura Transfer Company multi-year trail

Ventura Transfer Company's plans moved +25.3% in assets from 2022 to 2024; this filing shows Ventura Transfer Company 401(k)Plan at $10M / 92 participants.

#2,621
in Transportation & Warehousing (3,876 peers)
-15.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ventura Transfer Company 401(k)Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Ventura Transfer Company 401(k)Plan vs every filed plan by assets

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

$10,225,824 Top 35% higher than 65% 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

Ventura Transfer Company 401(k)Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ventura Transfer Company 401(k)Plan is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 951332580 · Ventura Transfer Company PY 2022 · 401(k)

Ventura Transfer Company 401(k)Plan · $10M · 92 · 65th

  • VS-ST $10M
  • BOY 92
  • SCH 65th
  • EBSA 401(k)
  • PART near Vacation Innovations, LLC 401(k) Plan
  • TYPE ind #2621

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 Transportation & Warehousing retirement plans → · Plans in California →

Ventura Transfer Company 401(k)Plan in the asset neighbourhood

Ventura Transfer Company 401(k)PlanVentura Transfer Company 401…$10MVacation Innovations, LLC 401(k) PlanVacation Innovations, LLC 40…$10MRetirement Plan of Lebanon Valley Brethren HomeRetirement Plan of Lebanon V…$10MHenry's Foods, Inc. Profit Sharing PlanHenry's Foods, Inc. Profit S…$10MMedford Wellington, Inc. 401(k) and Profit Sharing PlanMedford Wellington, Inc. 401…$10M
End-of-year total assets ($M) among Ventura Transfer Company 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ventura Transfer Company multi-year asset trail

Sponsor-wide plan assets over time

All Ventura Transfer Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 25.256546562898013% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $12.8M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 92 $10M
2023 1 92 $12M
2024 1 96 $13M

Ventura Transfer Company filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN951332580
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ventura Transfer Company 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ventura Transfer Company 401(k)Plan, Total assets ($B): 0.010225824 · Participants: 92Ventura Transfer Company 401(k)PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ventura Transfer Company 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ventura Transfer Company 401(k)Plan side-by-side with 3 peers →

Ventura Transfer Company 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vacation Innovations, LLC 401(k) Plan in FL ($10M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Ventura Transfer Company 401(k)Plan assets move in 2022? ▼
Ventura Transfer Company 401(k)Plan declined sharply - down 15.9% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Ventura Transfer Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ventura Transfer Company's sponsor-wide assets grew 25.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Ventura Transfer Company 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vacation Innovations, LLC 401(k) Plan in FL ($10M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Ventura Transfer Company 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M 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 951332580.

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.