Profit Sharing · DOL Form 5500 · 2023

Van Den Berg Management I, Inc. Profit Sharing Plan

Data updated 2026-08-11

$16M
Total assets: 19
Participants: 69th
Percentile by assets: $851,319
Avg per participant

Official DOL plan name: Van Den Berg Management I, Inc. Profit Sharing Plan and Trust · Sponsored by Van Den Berg Management I, Inc. · Texas · Finance & Insurance

$16M in assets, 19 participants

Van Den Berg Management I, Inc.'s Van Den Berg Management I, Inc. Profit Sharing Plan and Trust reported $16M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

69th percentile by assets (of 127,072 plans)
#4,809 in Finance & Insurance (8,869 peers)

Van Den Berg Management I, Inc. multi-year trail

Van Den Berg Management I, Inc.'s plans moved +12.2% in assets from 2022 to 2023; this filing shows Van Den Berg Management I, Inc. Profit Sharing Plan and Trust at $16M / 19 participants.

$16M
total plan assets (2023 EOY): 19
covered participants: 69th
percentile by assets (of 127,072 plans): $851,319
avg assets per participant

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Van Den Berg Management I, Inc. Profit Sharing Plan and Trust reported participants fell from 23 in the plan year 2022 filing to 19 in the plan year 2023 filing.
Van Den Berg Management I, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Finance & Insurance

Van Den Berg Management I, Inc. across 2 plan years on file

Across the 2 plan years Van Den Berg Management I, Inc. has on file (2022-2023), sponsor-wide plan assets have moved from $18M to $20M, a gain of 12.2%, while reported participants moved from 46 to 38 (-17.4%).

Van Den Berg Management I, Inc. multi-year asset trail

Total plan assets by year, all Van Den Berg Management I, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	46	$18M
2023	2	38	$20M

Van Den Berg Management I, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	953017097
Plan Effective Date	1994-02-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
Baylor College of Medicine Retirement Plan $1.7B · 10,240
H-E-B Partner Stock Plan $1.3B · 96,911
The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455

Compare Van Den Berg Management I, Inc. Profit S… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Van Den Berg Management I, Inc. Profit Sharing Plan and Trust by total assets, not by location.

Hga Supplemental Profit Sharing Plan (MN) $16M · 265
University of Vermont Foundation 403(b) Plan (VT) $16M · 76
Margaret Mary Health Retirement Plan (IN) $16M · 660
Jacque J. Sokolov, Inc. Profit Sharing Plan (CA) $16M · 3

Frequently Asked Questions

How did Van Den Berg Management I, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust grew at a solid clip - up 11.8% during 2023, from $14M to $16M. Reported net income was $2M.

How have Van Den Berg Management I, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Van Den Berg Management I, Inc.'s sponsor-wide assets grew 12.2%, from $18M to $20M.

Which Profit Sharing plans are similar in size to Van Den Berg Management I, Inc. Profit Sharing Plan and Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Hga Supplemental Profit Sharing Plan in MN ($16M, 265 participants).

Next read for Van Den Berg Management I, Inc. Profit S…

Multi-year trail

Ways to act on Van Den Berg Management I, Inc. Profit Sharing Plan and Trust's numbers.

By total assets, Van Den Berg Management I, Inc. Profit Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
Van Den Berg Management I, Inc.'s sponsor-wide assets have grown 12.2% since 2022 across 2 plan years on file. More Finance & Insurance plans

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 953017097.