401(k) · DOL Form 5500 · 2023

Vss Capital Partners LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
23
Participants Small participant base
63rd
Percentile by assets National rank
$544,427
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vss Retirement Trust · Sponsored by Vss Capital Partners LLC · New York · Finance & Insurance

$13M in assets, 23 participants

Vss Capital Partners LLC's Vss Retirement Trust reported $13M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,288 in Finance & Insurance (8,869 peers)

Vss Capital Partners LLC multi-year trail

Vss Capital Partners LLC's plans moved +34.6% in assets from 2022 to 2024; this filing shows Vss Retirement Trust at $13M / 23 participants.

#4,288
in Finance & Insurance (8,869 peers)
+23.0%
assets growth YoY

Vss Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers

Vss Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,521,832 Top 37% higher than 63% of 127,068 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 2023

Vss Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vss Retirement Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vss Retirement Trust reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Vss Retirement Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Vss Retirement Trust reported participants rose from 22 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300002059 · Vss Capital Partners LLC PY 2023 · 401(k)

Vss Retirement Trust · $13M · 23 · 63rd

  • SCH $13M
  • EBSA 23
  • PART 63rd
  • TYPE 401(k)
  • NET near Sound Community Bank 401(k) Profit Sharing Plan
  • BOOK ind #4288

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 Finance & Insurance retirement plans → · Plans in New York →

Vss Retirement Trust in the asset neighbourhood

Vss Retirement Trust$13MSound Community Bank 401(k) Profit Sharing PlanSound Community Bank 401(k) …$13MEcoclean, Inc. 401(k) Plan$13MLittle League Baseball, Incorporated Retirement Savings PlanLittle League Baseball, Inco…$13MM & J Wilkow Profit Sharing & 401(k) PlanM & J Wilkow Profit Sharing …$13M
End-of-year total assets ($M) among Vss Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vss Capital Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Vss Capital Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.57316929994674% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $13.7M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 22 $10M
2023 1 23 $13M
2024 1 28 $14M

Vss Capital Partners LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN300002059
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Vss Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Vss Retirement Trust, Total assets ($B): 0.012521832 · Participants: 23Vss Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Vss Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Vss Retirement Trust side-by-side with 3 peers →

Vss Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sound Community Bank 401(k) Profit Sharing Plan in WA ($13M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vss Retirement Trust assets move in 2023? ▼
Vss Retirement Trust grew sharply - up 23.0% during 2023, from $10M to $13M. Reported net income was $2M.
How have Vss Capital Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vss Capital Partners LLC's sponsor-wide assets grew 34.6%, from $10M to $14M.
Which 401(k) plans are similar in size to Vss Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sound Community Bank 401(k) Profit Sharing Plan in WA ($13M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Vss Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 300002059.

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.