401(k) · DOL Form 5500 · 2023

Veterans of Foreign Wars of the United States 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
186
Participants Below avg headcount
78th
Percentile by assets National rank
$145,120
Avg per participant Above avg balance/head
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Official DOL plan name: Vfw Tax Deferred Savings Plan and Trust · Sponsored by Veterans of Foreign Wars of the United States · Missouri · Other Services

$27M in assets, 186 participants

Veterans of Foreign Wars of the United States's Vfw Tax Deferred Savings Plan and Trust reported $27M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,964 in Other Services (7,857 peers)

Coverage in Missouri

Vfw Tax Deferred Savings Plan and Trust covers 186 participants in Missouri, about 25% of the average Missouri filer (state average ~737 per filing). Assets: $27M.

#6,964
in Other Services (7,857 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vfw Tax Deferred Savings Plan and Trust's outsized position by total assets

Vfw Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$26,992,410 Top 22% higher than 78% 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

Vfw Tax Deferred Savings Plan and Trust 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. Vfw Tax Deferred Savings Plan and Trust sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vfw Tax Deferred Savings Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Vfw Tax Deferred Savings Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Vfw Tax Deferred Savings Plan and Trust reported participants fell from 191 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 440474290 · Veterans of Foreign Wars of the United States PY 2023 · 401(k)

Vfw Tax Deferred Savings Plan and Trust · $27M · 186 · 78th

  • 5500 $27M
  • ASSETS 186
  • PCT 78th
  • EIN 401(k)
  • RANK near Tekla Research, Inc. 401(k) Plan
  • PHOTO ind #6964

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 Other Services retirement plans → · Plans in Missouri →

Vfw Tax Deferred Savings Plan and Trust in the asset neighbourhood

Vfw Tax Deferred Savings Plan and TrustVfw Tax Deferred Savings Pla…$27MTekla Research, Inc. 401(k) PlanTekla Research, Inc. 401(k) …$27MH & M Construction Company, Inc. Employees' Profit Sharing and Retirement PlanH & M Construction Company, …$27MDeli Management, Inc. Savings and Incentive Retirement PlanDeli Management, Inc. Saving…$27MPrayon, Inc. 401(k) and Profit Incentive PlanPrayon, Inc. 401(k) and Prof…$27M
End-of-year total assets ($M) among Vfw Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN440474290
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Veterans of Foreign Wars of the United States)

Sponsor-wide plan assets over time

All Veterans of Foreign Wars of the United States plans reported in each filing year

Latest sponsor-wide plan assets
$66M 2.8304478547979404% vs 2022
2024 filing year
$64M$65M$66M$67M 202220232024 $64.4M $66.2M ▲ +2.8%
Year Plans Participants Total Assets
2022 2 332 $64M
2023 2 312 $67M
2024 2 302 $66M

Nearby 401(k) Plans in Missouri

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

Vfw Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Vfw Tax Deferred Savings Plan and Trust, Total assets ($B): 0.02699241 · Participants: 186Vfw Tax Deferred Savings Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Vfw Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Vfw Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Vfw Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Tekla Research, Inc. 401(k) Plan in VA ($27M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Vfw Tax Deferred Savings Plan and Trust assets move in 2023? ▼
Vfw Tax Deferred Savings Plan and Trust grew at a solid clip - up 7.7% during 2023, from $25M to $27M. Reported net income was $2M.
How have Veterans of Foreign Wars of the United States plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veterans of Foreign Wars of the United States's sponsor-wide assets grew 2.8%, from $64M to $66M.
Where does Vfw Tax Deferred Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Vfw Tax Deferred Savings Plan and Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vfw Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tekla Research, Inc. 401(k) Plan in VA ($27M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Vfw Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M 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 440474290.

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.