401(k) · DOL Form 5500 · 2023

Cliff Viessman, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
397
Participants Below avg headcount
69th
Percentile by assets National rank
$41,463
Avg per participant Low balance/head
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Official DOL plan name: Viessman Group Employees 401(k) and Profit Sharing Plan · Sponsored by Cliff Viessman, Inc. · South Dakota · Transportation & Warehousing

$16M in assets, 397 participants

Cliff Viessman, Inc.'s Viessman Group Employees 401(k) and Profit Sharing Plan reported $16M in total assets and 397 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.

  • #2,318 in Transportation & Warehousing (3,362 peers)

Cliff Viessman, Inc. multi-year trail

Cliff Viessman, Inc.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Viessman Group Employees 401(k) and Profit Sharing Plan at $16M / 397 participants.

#2,318
in Transportation & Warehousing (3,362 peers)
+11.6%
assets growth YoY

Viessman Group Employees 401(k) and Profit Sharing Plan's outsized position by total assets

Viessman Group Employees 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$16,460,876 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

Viessman Group Employees 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Viessman Group Employees 401(k) and Profit Sharing Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Viessman Group Employees 401(k) and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Viessman Group Employees 401(k) and Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 920178875 · Cliff Viessman, Inc. PY 2023 · 401(k)

Viessman Group Employees 401(k) and Profit Sharing Plan · $16M · 397 · 69th

  • 5500 $16M
  • ASSETS 397
  • PCT 69th
  • EIN 401(k)
  • RANK near Axelon Services Corporation 401(k) Profit Sharing Plan
  • PHOTO ind #2318

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 Transportation & Warehousing retirement plans → · Plans in South Dakota →

Viessman Group Employees 401(k) and Profit Sharing Plan in the asset neighbourhood

Viessman Group Employees 401(k) and Profit Sharing PlanViessman Group Employees 401…$16MAxelon Services Corporation 401(k) Profit Sharing PlanAxelon Services Corporation …$16MMission Critical Electronics 401(k) PlanMission Critical Electronics…$16MVentura Coastal, LLC. 401(k) Savings PlanVentura Coastal, LLC. 401(k)…$16MFreehold Cartage, Inc. 401(k) PlanFreehold Cartage, Inc. 401(k…$16M
End-of-year total assets ($M) among Viessman Group Employees 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cliff Viessman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cliff Viessman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.333943681975892% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.7M $17.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 401 $15M
2023 1 397 $16M
2024 1 392 $18M

Cliff Viessman, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN920178875
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Viessman Group Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Viessman Group Employees 401(k) and Profit Sharing Plan, Total assets ($M): 16.460876 · Participants: 397Viessman Group Employees 401(k) and Profit Sharing PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Viessman Group Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Viessman Group Employees 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Viessman Group Employees 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Axelon Services Corporation 401(k) Profit Sharing Plan in NY ($16M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Viessman Group Employees 401(k) and Profit Sharing Plan assets move in 2023? ▼
Viessman Group Employees 401(k) and Profit Sharing Plan grew at a solid clip - up 11.6% during 2023, from $15M to $16M. Reported net income was $2M.
How have Cliff Viessman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cliff Viessman, Inc.'s sponsor-wide assets grew 21.3%, from $15M to $18M.
Which 401(k) plans are similar in size to Viessman Group Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axelon Services Corporation 401(k) Profit Sharing Plan in NY ($16M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Viessman Group Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 participants, N/A 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 920178875.

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.