Other · DOL Form 5500 · 2022

Victor C Neumann Association Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
36th
Percentile by assets National rank
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Official DOL plan name: Victor C Neumann Association Tax Deferred Annuity Plan · Sponsored by Victor C Neumann Association · Illinois · Healthcare & Social Assistance

$2M in assets, N/A participants

Victor C Neumann Association's Victor C Neumann Association Tax Deferred Annuity Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,743 in Healthcare & Social Assistance (20,060 peers)

Victor C Neumann Association multi-year trail

Victor C Neumann Association's plans moved +22.1% in assets from 2022 to 2024; this filing shows Victor C Neumann Association Tax Deferred Annuity Plan at $2M / N/A participants.

#7,743
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY

The plan reported a net loss of $457K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Victor C Neumann Association Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Victor C Neumann Association Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,379,694 36th percentile higher than 36% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 362407164 · Victor C Neumann Association PY 2022 · Other

Victor C Neumann Association Tax Deferred Annuity Plan · $2M · N/A · 36th

  • RANK $2M
  • RANK N/A
  • RANK 36th
  • RANK Other
  • RANK near Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan
  • RANK ind #7743

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Victor C Neumann Association Tax Deferred Annuity Plan in the asset neighbourhood

Victor C Neumann Association Tax Deferred Annuity PlanVictor C Neumann Association…$2MPomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity PlanPomperaug Woods, Inc. Intern…$2MLegal Aid Society of San Diego, Inc. 403(b) PlanLegal Aid Society of San Die…$2MLegal Aid Society of Nassau County 403(b) PlanLegal Aid Society of Nassau …$2MCatholic Charities of Se Mi 403(b) PlanCatholic Charities of Se Mi …$2M
End-of-year total assets ($M) among Victor C Neumann Association Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Victor C Neumann Association multi-year asset trail

Sponsor-wide plan assets over time

All Victor C Neumann Association plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.09317668574195% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.38M $2.91M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $3M
2024 1 N/A $3M

Victor C Neumann Association filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$457K
Employer EIN362407164
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Illinois

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

Victor C Neumann Association Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Victor C Neumann Association Tax Deferred Annuity Plan, Total assets ($B): 0.002379694 · Participants: 0Victor C Neumann Association Tax Deferred Annuity PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Victor C Neumann Association Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Victor C Neumann Association Tax Deferred Annuity Plan side-by-side with 3 peers →

Victor C Neumann Association Tax Deferred Annuity Plan's closest out-of-state Other peers by assets

Outside Illinois, the nearest Other by end-of-year assets is Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in CT at $2M (this filing: $2M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Victor C Neumann Association Tax Deferred Annuity Plan assets move in 2022? ▼
Victor C Neumann Association Tax Deferred Annuity Plan declined sharply - down 16.1% during 2022, from $3M to $2M. Reported net income was -$457K.
How have Victor C Neumann Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor C Neumann Association's sponsor-wide assets grew 22.1%, from $2M to $3M.
Which Other plans are similar in size to Victor C Neumann Association Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in CT ($2M, 125 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362407164.

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.