401(k) · DOL Form 5500 · 2023

Veneklasen Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
42
Participants Small participant base
47th
Percentile by assets National rank
$137,691
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Veneklasen Associates 401(k) Plan and Trust · Sponsored by Veneklasen Associates, Inc. · California · Professional & Technical Services

$6M in assets, 42 participants

Veneklasen Associates, Inc.'s Veneklasen Associates 401(k) Plan and Trust reported $6M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,197 in Professional & Technical Services (20,321 peers)

Veneklasen Associates, Inc. multi-year trail

Veneklasen Associates, Inc.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Veneklasen Associates 401(k) Plan and Trust at $6M / 42 participants.

#9,197
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY

Veneklasen Associates 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Veneklasen Associates 401(k) Plan and Trust vs every filed plan by assets

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

$5,783,024 47th percentile higher than 47% 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

Veneklasen Associates 401(k) Plan and 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. Veneklasen Associates 401(k) Plan and Trust is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Veneklasen Associates 401(k) Plan and Trust reported net income rose from -$615K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Veneklasen Associates 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953543680 · Veneklasen Associates, Inc. PY 2023 · 401(k)

Veneklasen Associates 401(k) Plan and Trust · $6M · 42 · 47th

  • RANK $6M
  • PHOTO 42
  • IND 47th
  • EOY 401(k)
  • 5500 near Lee Beverage of Wisconsin, LLC 401(k) Plan
  • ASSETS ind #9197

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 Professional & Technical Services retirement plans → · Plans in California →

Veneklasen Associates 401(k) Plan and Trust in the asset neighbourhood

Veneklasen Associates 401(k) Plan and TrustVeneklasen Associates 401(k)…$6MLee Beverage of Wisconsin, LLC 401(k) PlanLee Beverage of Wisconsin, L…$6MSpartan Race, Inc. 401(k) PlanSpartan Race, Inc. 401(k) Pl…$6MMedia Space, Inc. 401(k) Profit Sharing Plan and TrustMedia Space, Inc. 401(k) Pro…$6MCorpus Christi Polymers LLC 401(k) PlanCorpus Christi Polymers LLC …$6M
End-of-year total assets ($M) among Veneklasen Associates 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Veneklasen Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Veneklasen Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.283842541547177% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.69M $6.06M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 42 $5M
2023 1 42 $6M
2024 1 40 $6M

Veneklasen Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN953543680
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Veneklasen Associates 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Veneklasen Associates 401(k) Plan and Trust, Total assets ($B): 0.005783024 · Participants: 42Veneklasen Associates 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Veneklasen Associates 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Veneklasen Associates 401(k) Plan and Trust side-by-side with 3 peers →

Veneklasen Associates 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lee Beverage of Wisconsin, LLC 401(k) Plan in WI ($6M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Veneklasen Associates 401(k) Plan and Trust assets move in 2023? ▼
Veneklasen Associates 401(k) Plan and Trust grew sharply - up 23.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Veneklasen Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veneklasen Associates, Inc.'s sponsor-wide assets grew 29.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Veneklasen Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lee Beverage of Wisconsin, LLC 401(k) Plan in WI ($6M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Veneklasen Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M 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 953543680.

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.