401(k) · DOL Form 5500 · 2023
Veterans Trading Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $31,984
- Avg per participant Low balance/head
Official DOL plan name: Veterans Trading Company, Inc. 401(k) Plan · Sponsored by Veterans Trading Company, Inc. · Utah · Professional & Technical Services
$4M in assets, 136 participants
Veterans Trading Company, Inc.'s Veterans Trading Company, Inc. 401(k) Plan reported $4M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,981 in Professional & Technical Services (20,321 peers)
Coverage in Utah
Veterans Trading Company, Inc. 401(k) Plan covers 136 participants in Utah, about 23% of the average Utah filer (state average ~592 per filing). Assets: $4M.
- #7,981
- in Professional & Technical Services (20,321 peers)
- +37.5%
- assets growth YoY
Veterans Trading Company, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Veterans Trading Company, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,349,776 42nd percentile higher than 42% 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
Veterans Trading Company, Inc. 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. Veterans Trading Company, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Veterans Trading Company, Inc. 401(k) Plan reported net income rose from -$289K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Veterans Trading Company, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Veterans Trading Company, Inc. 401(k) Plan reported participants fell from 140 in the plan year 2022 filing to 136 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 202833303 · Veterans Trading Company, Inc. PY 2023 · 401(k)
Veterans Trading Company, Inc. 401(k) Plan · $4M · 136 · 42nd
- PCT $4M
- EIN 136
- RANK 42nd
- PHOTO 401(k)
- IND near Techserve Alliance 401(k) Plan
- EOY ind #7981
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 Professional & Technical Services retirement plans → · Plans in Utah →
Veterans Trading Company, Inc. 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 202833303 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Veterans Trading Company, Inc.)
Sponsor-wide plan assets over time
All Veterans Trading Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 78.72601175213202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $3M |
| 2023 | 1 | 136 | $4M |
| 2024 | 1 | 146 | $6M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Veterans Trading Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Techserve Alliance 401(k) Plan in VA ($4M); by covered participants it is Monmouth Cardiology Associates, LLC 401(k) Plan in NJ (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 136 · 0 off
- The Contractors Retirement Plan (MD) 136 · 0 off
- Davis Miles, PLLC 401(k) Plan (AZ) 136 · 0 off
- Montauk Energy Holdings, LLC 401(k) Profit Sharing Plan Trust (PA) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.