401(k) · DOL Form 5500 · 2022
Ver Halen, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $117,173
- Avg per participant Below avg balance/head
Official DOL plan name: Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust · Sponsored by Ver Halen, Inc. · Wisconsin · Wholesale Trade
$19M in assets, 163 participants
Ver Halen, Inc.'s Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust reported $19M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #5,056 in Wholesale Trade (6,843 peers)
Coverage in Wisconsin
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust covers 163 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.
- #5,056
- in Wholesale Trade (6,843 peers)
- -17.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust's outsized position by total assets
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,099,150 Top 23% higher than 77% 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
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust 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. Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust sits mid-pack in the medium band (163 participants).
Published 5500 schedule card
Filing strip 391373244 · Ver Halen, Inc. PY 2022 · 401(k)
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust · $19M · 163 · 77th
- RANK $19M
- PHOTO 163
- IND 77th
- EOY 401(k)
- 5500 near Gertrude Hawk Chocolates 401(k) Plan
- ASSETS ind #5056
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 391373244 |
| Plan Effective Date | 1983-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ver Halen, Inc.)
Sponsor-wide plan assets over time
All Ver Halen, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 23.25728631902467% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $19M |
| 2023 | 1 | 141 | $20M |
| 2024 | 1 | 147 | $24M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Gertrude Hawk Chocolates 401(k) Plan in PA ($19M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Orchid Underwriters Agency 401(k) Plan (FL) 163 · 0 off
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 163 · 0 off
- D & D Sexton, Inc. 401(k) Profit Sharing Plan (MO) 163 · 0 off
- Uha 401(k) Plan (HI) 163 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.