401(k) · DOL Form 5500 · 2023

Vanbarton Group LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
50
Participants Small participant base
58th
Percentile by assets National rank
$193,870
Avg per participant Above avg balance/head
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Official DOL plan name: Vanbarton Group LLC 401(k) Plan · Sponsored by Vanbarton Group LLC · New York · Real Estate

$10M in assets, 50 participants

Vanbarton Group LLC's Vanbarton Group LLC 401(k) Plan reported $10M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,562 in Real Estate (4,727 peers)

Vanbarton Group LLC multi-year trail

Vanbarton Group LLC's plans moved +32.0% in assets from 2022 to 2024; this filing shows Vanbarton Group LLC 401(k) Plan at $10M / 50 participants.

#3,562
in Real Estate (4,727 peers)
+21.8%
assets growth YoY

Vanbarton Group LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Vanbarton Group LLC 401(k) Plan vs every filed plan by assets

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

$9,693,501 Top 42% higher than 58% 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

Vanbarton Group LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vanbarton Group LLC 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vanbarton Group LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Vanbarton Group LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Vanbarton Group LLC 401(k) Plan reported participants rose from 44 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371787339 · Vanbarton Group LLC PY 2023 · 401(k)

Vanbarton Group LLC 401(k) Plan · $10M · 50 · 58th

  • VS-ST $10M
  • BOY 50
  • SCH 58th
  • EBSA 401(k)
  • PART near Trion Industries, Inc. Employee's 401(k) Savings Plan
  • TYPE ind #3562

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 Real Estate retirement plans → · Plans in New York →

Vanbarton Group LLC 401(k) Plan in the asset neighbourhood

Northern Engraving Corporation Savings Plus PlanNorthern Engraving Corporati…$10MVanbarton Group LLC 401(k) PlanVanbarton Group LLC 401(k) P…$10MTrion Industries, Inc. Employee's 401(k) Savings PlanTrion Industries, Inc. Emplo…$10MTrefethen Profit Sharing and 401(k) Savings PlanTrefethen Profit Sharing and…$10MSystems Integration Specialist 401(k) Profit Sharing Plan & TrustSystems Integration Speciali…$10M
End-of-year total assets ($M) among Vanbarton Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vanbarton Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Vanbarton Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.04909801378273% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.96M $10.5M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 44 $8M
2023 1 50 $10M
2024 1 46 $11M

Vanbarton Group LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN371787339
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Vanbarton Group LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Vanbarton Group LLC 401(k) Plan, Total assets ($B): 0.009693501 · Participants: 50Vanbarton Group LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Vanbarton Group LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Vanbarton Group LLC 401(k) Plan side-by-side with 3 peers →

Vanbarton Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Trion Industries, Inc. Employee's 401(k) Savings Plan in PA ($10M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Vanbarton Group LLC 401(k) Plan assets move in 2023? ▼
Vanbarton Group LLC 401(k) Plan grew sharply - up 21.8% during 2023, from $8M to $10M. Reported net income was $2M.
How have Vanbarton Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vanbarton Group LLC's sponsor-wide assets grew 32.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Vanbarton Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trion Industries, Inc. Employee's 401(k) Savings Plan in PA ($10M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Vanbarton Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M 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 371787339.

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.