401(k) · DOL Form 5500 · 2023

Van Den Berg Management I, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
40th
Percentile by assets National rank
$202,725
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Van Den Berg Management I, Inc. 401(k) Plan and Trust · Sponsored by Van Den Berg Management I, Inc. · Texas · Finance & Insurance

$4M in assets, 19 participants

Van Den Berg Management I, Inc.'s Van Den Berg Management I, Inc. 401(k) Plan and Trust reported $4M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,471 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. 401(k) Plan and Trust at $4M / 19 participants.

#2,471
in Finance & Insurance (8,869 peers)
+13.9%
assets growth YoY

Van Den Berg Management I, Inc. 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Van Den Berg Management I, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$3,851,767 40th percentile higher than 40% 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. 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. Van Den Berg Management I, Inc. 401(k) 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. 401(k) Plan and Trust reported net income rose from $232K in the plan year 2022 filing to $470K in the plan year 2023 filing.
  • Van Den Berg Management I, Inc. 401(k) 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. 401(k) Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M 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 · 401(k)

Van Den Berg Management I, Inc. 401(k) Plan and Trust · $4M · 19 · 40th

  • EIN $4M
  • EIN 19
  • EIN 40th
  • EIN 401(k)
  • EIN near Zethos, Inc. 401(k) Plan
  • EIN ind #2471

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. 401(k) Plan and Trust in the asset neighbourhood

Van Den Berg Management I, Inc. 401(k) Plan and TrustVan Den Berg Management I, I…$4MZethos, Inc. 401(k) Plan$4MLever Architecture, P.C. 401(k) Profit Sharing PlanLever Architecture, P.C. 401…$4MColes Reinstein, PLLC Safe Harbor 401(k) PlanColes Reinstein, PLLC Safe H…$4MAutomatic Payroll Systems, Inc. 401(k) Retirement PlanAutomatic Payroll Systems, I…$4M
End-of-year total assets ($M) among Van Den Berg Management I, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) 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)$3M
Net Assets (End of Year)$4M
Net Income$470K
Employer EIN953017097
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Van Den Berg Management I, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Van Den Berg Management I, Inc. 401(k) Plan and Trust, Total assets ($B): 0.003851767 · Participants: 19Van Den Berg Management I, Inc. 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Van Den Berg Management I, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Van Den Berg Management I, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Van Den Berg Management I, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zethos, Inc. 401(k) Plan in CA ($4M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & 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. 401(k) Plan and Trust assets move in 2023? ▼
Van Den Berg Management I, Inc. 401(k) Plan and Trust grew at a solid clip - up 13.9% during 2023, from $3M to $4M. Reported net income was $470K.
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 401(k) plans are similar in size to Van Den Berg Management I, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Zethos, Inc. 401(k) Plan in CA ($4M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Van Den Berg Management I, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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.