401(k) · DOL Form 5500 · 2023
The Vernon Company 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $188,678
- Avg per participant Above avg balance/head
Official DOL plan name: The Vernon Investment and Retirement Plan for Field Salespersons · Sponsored by The Vernon Company · Iowa · Wholesale Trade
$17M in assets, 91 participants
The Vernon Company's The Vernon Investment and Retirement Plan for Field Salespersons reported $17M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,143 in Wholesale Trade (6,309 peers)
2023 asset change
The Vernon Investment and Retirement Plan for Field Salespersons grew sharply 16.6% in 2023 ($15M → $17M) for 91 participants.
- #4,143
- in Wholesale Trade (6,309 peers)
- +16.6%
- assets growth YoY
The Vernon Investment and Retirement Plan for Field Salespersons's outsized position by total assets
The Vernon Investment and Retirement Plan for Field Salespersons vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,169,724 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Vernon Investment and Retirement Plan for Field Salespersons among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Vernon Investment and Retirement Plan for Field Salespersons is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Vernon Investment and Retirement Plan for Field Salespersons reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Vernon Investment and Retirement Plan for Field Salespersons end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The Vernon Investment and Retirement Plan for Field Salespersons reported participants fell from 98 in the plan year 2022 filing to 91 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420649215 · The Vernon Company PY 2023 · 401(k)
The Vernon Investment and Retirement Plan for Field Salespersons · $17M · 91 · 70th
- IND $17M
- EOY 91
- 5500 70th
- ASSETS 401(k)
- PCT near Templeton & Companies Profit Sharing & 401(k) Plan
- EIN ind #4143
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 Wholesale Trade retirement plans → · Plans in Iowa →
The Vernon Investment and Retirement Plan for Field Salespersons in the asset neighbourhood
The Vernon Company years around the 2023 move
Sponsor-wide plan assets over time
All The Vernon Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 8.191969790275659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 212 | $33M |
| 2023 | 2 | 206 | $36M |
| 2024 | 2 | 207 | $36M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 420649215 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
The Vernon Investment and Retirement Plan for Field Salespersons's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Templeton & Companies Profit Sharing & 401(k) Plan in IN ($17M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Templeton & Companies Profit Sharing & 401(k) Plan (IN) $17M · 190
- Central Valley Meat Co. 401(k) Plan (CA) $17M · 909
- Joseph Phelps Vineyards 401(k) Profit Sharing Plan (CA) $17M · 161
- Generate Capital Inc. 401(k) Plan (CA) $17M · 181
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
- Techaspect 401(k) Plan (CA) 91 · 0 off
- Jem Technical 401(k) & Profit Sharing Plan (MN) 91 · 0 off
- Thomas Doll Profit Sharing 401(k) Plan (CA) 91 · 0 off
- Wespac Construction, Inc. 401(k) Plan (AZ) 91 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.