401(k) · DOL Form 5500 · 2023

Vault Risk Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
266
Participants Below avg headcount
67th
Percentile by assets National rank
$56,620
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vault Risk Management 401(k) Plan · Sponsored by Vault Risk Management Services, LLC · Florida · Finance & Insurance

$15M in assets, 266 participants

Vault Risk Management Services, LLC's Vault Risk Management 401(k) Plan reported $15M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,644 in Finance & Insurance (8,869 peers)

Coverage in Florida

Vault Risk Management 401(k) Plan covers 266 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#4,644
in Finance & Insurance (8,869 peers)
+34.4%
assets growth YoY

Vault Risk Management 401(k) Plan's outsized position by total assets

Vault Risk Management 401(k) Plan vs every filed plan by assets

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

$15,060,819 Top 33% higher than 67% 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

Vault Risk Management 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. Vault Risk Management 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vault Risk Management 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vault Risk Management 401(k) Plan reported participants rose from 195 in the plan year 2022 filing to 266 in the plan year 2023 filing.
  • Vault Risk Management 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814334051 · Vault Risk Management Services, LLC PY 2023 · 401(k)

Vault Risk Management 401(k) Plan · $15M · 266 · 67th

  • VS-ST $15M
  • BOY 266
  • SCH 67th
  • EBSA 401(k)
  • PART near Jerry Leigh of California, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #4644

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 Finance & Insurance retirement plans → · Plans in Florida →

Vault Risk Management 401(k) Plan in the asset neighbourhood

Vault Risk Management 401(k) PlanVault Risk Management 401(k)…$15MJerry Leigh of California, Inc. 401(k) Profit Sharing PlanJerry Leigh of California, I…$15MTotal Tool Supply Inc. 401(k) Retirement PlanTotal Tool Supply Inc. 401(k…$15MRts Packaging, LLC 401(k) Retirement Savings PlanRts Packaging, LLC 401(k) Re…$15MPine Companies 401(k) Plan$15M
End-of-year total assets ($M) among Vault Risk Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN814334051
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vault Risk Management Services, LLC)

Sponsor-wide plan assets over time

All Vault Risk Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 41.88544309316698% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $15.9M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 195 $11M
2023 1 266 $15M
2024 1 233 $16M

Nearby 401(k) Plans in Florida

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

Vault Risk Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vault Risk Management 401(k) Plan, Total assets ($B): 0.015060819 · Participants: 266Vault Risk Management 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Vault Risk Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vault Risk Management 401(k) Plan side-by-side with 3 peers →

Vault Risk Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jerry Leigh of California, Inc. 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Vault Risk Management 401(k) Plan assets move in 2023? ▼
Vault Risk Management 401(k) Plan surged - up 34.4% during 2023, from $11M to $15M. Reported net income was $4M.
How have Vault Risk Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vault Risk Management Services, LLC's sponsor-wide assets grew 41.9%, from $11M to $16M.
Which 401(k) plans are similar in size to Vault Risk Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jerry Leigh of California, Inc. 401(k) Profit Sharing Plan in CA ($15M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Vault Risk Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 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 814334051.

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.