401(k) · DOL Form 5500 · 2023

The Vernon Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
115
Participants Small participant base
71st
Percentile by assets National rank
$161,587
Avg per participant Above avg balance/head
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Official DOL plan name: The Vernon Company 401(k) Plan for Administrative and Affiliated Company · Sponsored by The Vernon Company · Iowa · Wholesale Trade

$19M in assets, 115 participants

The Vernon Company's The Vernon Company 401(k) Plan for Administrative and Affiliated Company reported $19M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,271 in Wholesale Trade (6,309 peers)

Coverage in Iowa

The Vernon Company 401(k) Plan for Administrative and Affiliated Company covers 115 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $19M.

#4,271
in Wholesale Trade (6,309 peers)
+0.3%
assets growth YoY

The Vernon Company 401(k) Plan for Administrative and Affiliated Company's outsized position by total assets

The Vernon Company 401(k) Plan for Administrative and Affiliated Company vs every filed plan by assets

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

$18,582,475 Top 29% higher than 71% 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

The Vernon Company 401(k) Plan for Administrative and Affiliated Company 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. The Vernon Company 401(k) Plan for Administrative and Affiliated Company sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Vernon Company 401(k) Plan for Administrative and Affiliated Company reported net income rose from -$6M in the plan year 2022 filing to $87K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420649215 · The Vernon Company PY 2023 · 401(k)

The Vernon Company 401(k) Plan for Administrative and Affiliated Company · $19M · 115 · 71st

  • VS-ST $19M
  • BOY 115
  • SCH 71st
  • EBSA 401(k)
  • PART near Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust
  • TYPE ind #4271

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 Company 401(k) Plan for Administrative and Affiliated Company in the asset neighbourhood

The Vernon Company 401(k) Plan for Administrative and Affiliated CompanyThe Vernon Company 401(k) Pl…$19MTao Group Operating, LLC 401(k) Profit Sharing Plan and TrustTao Group Operating, LLC 401…$19MCamelot Communications 401(k) Savings PlanCamelot Communications 401(k…$19MVitria Technology, Inc. 401(k) PlanVitria Technology, Inc. 401(…$19MTurf Care Supply Corp. 401(k) PlanTurf Care Supply Corp. 401(k…$19M
End-of-year total assets ($M) among The Vernon Company 401(k) Plan for Administrative and Affiliated Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$87K
Employer EIN420649215
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Vernon Company)

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
$32M$33M$34M$35M$36M$37M 202220232024 $33.3M $36M ▲ +8.2%
Year Plans Participants Total Assets
2022 2 212 $33M
2023 2 206 $36M
2024 2 207 $36M

Nearby 401(k) Plans in Iowa

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

The Vernon Company 401(k) Plan for Administrative and Affiliated Company vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Vernon Company 401(k) Plan for Administrative and Affiliated Company, Total assets ($B): 0.018582475 · Participants: 115The Vernon Company 401(k) Plan for Administrative and Affiliated CompanyThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Vernon Company 401(k) Plan for Administrative and Affiliated Company vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Vernon Company 401(k) Plan for Administrative and Affiliated Company side-by-side with 3 peers →

The Vernon Company 401(k) Plan for Administrative and Affiliated Company's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust in NV ($19M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 The Vernon Company 401(k) Plan for Administrative and Affiliated Company assets move in 2023? ▼
The Vernon Company 401(k) Plan for Administrative and Affiliated Company held essentially flat - up 0.3% during 2023, from $19M to $19M. Reported net income was $87K.
How have The Vernon Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vernon Company's sponsor-wide assets grew 8.2%, from $33M to $36M.
Which 401(k) plans are similar in size to The Vernon Company 401(k) Plan for Administrative and Affiliated Company? ▼
Among 401(k) plans in other states, the closest by assets is Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust in NV ($19M, 2,887 participants).
Which 401(k) plans cover a similar participant headcount to The Vernon Company 401(k) Plan for Administrative and Affiliated Company? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 420649215.

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.