Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VITERBO UNIVERSITY, INC.

This Profit Sharing plan holds $39M in total assets and serves 232 participants as of 2022. It is sponsored by VITERBO UNIVERSITY, INC. in Wisconsin. The plan reported a net loss of $7M for the year.

Total Assets (2023)
$39M
Participants
232
State
Industry
Educational Services

What the Filing Says About VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by VITERBO UNIVERSITY, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 232 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 390978445, and the plan has been effective since 1963-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2022 to $39M at year-end — a decline of 15.1%. Net assets (after liabilities) closed the year at $39M, with reported net income of $-6,901,803 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$46M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$-6,901,803
Plan TypeProfit Sharing
Employer EIN390978445
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VITERBO UNIVERSITY, INC.)

Year Plans Participants Total Assets
2022 2 412 $57M
2023 2 410 $60M

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Frequently Asked Questions

How much money is in the VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN holds $39M in total assets with 232 participants. It is sponsored by VITERBO UNIVERSITY, INC..
What type of plan is VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN?
VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1963-09-01. The plan is filed with the U.S. Department of Labor under EIN 390978445.
Who sponsors the VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN?
VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by VITERBO UNIVERSITY, INC., located in Wisconsin. The sponsor's EIN is 390978445 and the plan operates in the Educational Services industry.
How did VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2022?
VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN declined by 15.1% during 2022, moving from $46M to $39M in total assets. Net income was $-6,901,803.
Where can I find official filings for VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390978445 or plan name at efast.dol.gov.
How does VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 390978445.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.