Profit Sharing · DOL Form 5500 · 2023

Van Den Berg Management I, Inc. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
19
Participants Small participant base
69th
Percentile by assets National rank
$851,319
Avg per participant High balance/head
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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.

  • #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.

#4,809
in Finance & Insurance (8,869 peers)
+11.8%
assets growth YoY

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,175,054 Top 31% higher than 69% 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

Van Den Berg Management I, Inc. Profit Sharing 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. Van Den Berg Management I, Inc. Profit Sharing Plan and Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 953017097 · Van Den Berg Management I, Inc. PY 2023 · Profit Sharing

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust · $16M · 19 · 69th

  • VS-ST $16M
  • VS-ST 19
  • VS-ST 69th
  • VS-ST Profit Sharing
  • VS-ST near Hga Supplemental Profit Sharing Plan
  • VS-ST ind #4809

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 Texas →

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Jacque J. Sokolov, Inc. Profit Sharing PlanJacque J. Sokolov, Inc. Prof…$16MVan Den Berg Management I, Inc. Profit Sharing Plan and TrustVan Den Berg Management I, I…$16MUniversity of Vermont Foundation 403(b) PlanUniversity of Vermont Founda…$16MMargaret Mary Health Retirement PlanMargaret Mary Health Retirem…$16MHga Supplemental Profit Sharing PlanHga Supplemental Profit Shar…$16M
End-of-year total assets ($M) among Van Den Berg Management I, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Van Den Berg Management I, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.190047504873732% vs 2022
2023 filing year
$17M$18M$19M$20M$21M 20222023 $17.9M $20M ▲ +12.2%
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 EIN953017097
Plan Effective Date1994-02-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Van Den Berg Management I, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.016175054 · Participants: 19Van Den Berg Management I, Inc. Profit Sharing Plan and TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Van Den Berg Management I, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Van Den Berg Management I, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Van Den Berg Management I, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Hga Supplemental Profit Sharing Plan in MN ($16M); by covered participants it is Ioditech, Inc. Employee Stock Ownership Fund & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 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).
Which Profit Sharing plans cover a similar participant headcount to Van Den Berg Management I, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ioditech, Inc. Employee Stock Ownership Fund & Trust in MO (19 participants, $9M 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 953017097.

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.