401(k) · DOL Form 5500 · 2023

Venture Inc of Beaufort 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
217
Participants Below avg headcount
63rd
Percentile by assets National rank
$56,260
Avg per participant Low balance/head
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Official DOL plan name: Venture Inc of Beaufort 401(k) Plan · Sponsored by Venture Inc of Beaufort · South Carolina · Retail Trade

$12M in assets, 217 participants

Venture Inc of Beaufort's Venture Inc of Beaufort 401(k) Plan reported $12M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,202 in Retail Trade (8,414 peers)

Venture Inc of Beaufort multi-year trail

Venture Inc of Beaufort's plans moved +63.6% in assets from 2022 to 2024; this filing shows Venture Inc of Beaufort 401(k) Plan at $12M / 217 participants.

#6,202
in Retail Trade (8,414 peers)
+32.2%
assets growth YoY

Venture Inc of Beaufort 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Venture Inc of Beaufort 401(k) Plan vs every filed plan by assets

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

$12,208,514 Top 37% higher than 63% 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

Venture Inc of Beaufort 401(k) 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. Venture Inc of Beaufort 401(k) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Venture Inc of Beaufort 401(k) Plan reported net income rose from -$231K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Venture Inc of Beaufort 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Venture Inc of Beaufort 401(k) Plan reported participants rose from 196 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593763767 · Venture Inc of Beaufort PY 2023 · 401(k)

Venture Inc of Beaufort 401(k) Plan · $12M · 217 · 63rd

  • VS-ST $12M
  • VS-ST 217
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust
  • VS-ST ind #6202

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 Retail Trade retirement plans → · Plans in South Carolina →

Venture Inc of Beaufort 401(k) Plan in the asset neighbourhood

Venture Inc of Beaufort 401(k) PlanVenture Inc of Beaufort 401(…$12MHart Associates, Inc. Profit Sharing and 401(k) Plan and TrustHart Associates, Inc. Profit…$12MTaurus/Nfs 401(k) Plan$12MAspida Financial Services, LLC 401(k) Profit Sharing Plan and TrustAspida Financial Services, L…$12MImagination the Americas Inc. 401(k) PlanImagination the Americas Inc…$12M
End-of-year total assets ($M) among Venture Inc of Beaufort 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Venture Inc of Beaufort multi-year asset trail

Sponsor-wide plan assets over time

All Venture Inc of Beaufort plans reported in each filing year

Latest sponsor-wide plan assets
$15M 63.59561249195528% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.23M $15.1M ▲ +63.6%
Year Plans Participants Total Assets
2022 1 196 $9M
2023 1 217 $12M
2024 1 225 $15M

Venture Inc of Beaufort filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN593763767
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Venture Inc of Beaufort 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Venture Inc of Beaufort 401(k) Plan, Total assets ($B): 0.012208514 · Participants: 217Venture Inc of Beaufort 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Venture Inc of Beaufort 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Venture Inc of Beaufort 401(k) Plan side-by-side with 3 peers →

Venture Inc of Beaufort 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust in OH ($12M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Venture Inc of Beaufort 401(k) Plan assets move in 2023? ▼
Venture Inc of Beaufort 401(k) Plan surged - up 32.2% during 2023, from $9M to $12M. Reported net income was $3M.
How have Venture Inc of Beaufort plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venture Inc of Beaufort's sponsor-wide assets grew 63.6%, from $9M to $15M.
Which 401(k) plans are similar in size to Venture Inc of Beaufort 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust in OH ($12M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Venture Inc of Beaufort 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 593763767.

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.