401(k) · DOL Form 5500 · 2023

United States Veterans Initiative 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
481
Participants Below avg headcount
61st
Percentile by assets National rank
$23,312
Avg per participant Low balance/head
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Official DOL plan name: United States Veterans Initiative Retirement Savings Plan · Sponsored by United States Veterans Initiative · California · Healthcare & Social Assistance

$11M in assets, 481 participants

United States Veterans Initiative's United States Veterans Initiative Retirement Savings Plan reported $11M in total assets and 481 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,764 in Healthcare & Social Assistance (17,684 peers)

United States Veterans Initiative multi-year trail

United States Veterans Initiative's plans moved +59.8% in assets from 2022 to 2024; this filing shows United States Veterans Initiative Retirement Savings Plan at $11M / 481 participants.

#11,764
in Healthcare & Social Assistance (17,684 peers)
+32.9%
assets growth YoY

United States Veterans Initiative Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

United States Veterans Initiative Retirement Savings Plan vs every filed plan by assets

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

$11,213,284 Top 39% higher than 61% 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

United States Veterans Initiative Retirement Savings 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. United States Veterans Initiative Retirement Savings Plan sits mid-pack in the medium band (481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United States Veterans Initiative Retirement Savings Plan reported net income rose from -$932K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • United States Veterans Initiative Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954382752 · United States Veterans Initiative PY 2023 · 401(k)

United States Veterans Initiative Retirement Savings Plan · $11M · 481 · 61st

  • TYPE $11M
  • NET 481
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Melick & Porter, LLP 401(k) Plan
  • SCH ind #11764

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 Healthcare & Social Assistance retirement plans → · Plans in California →

United States Veterans Initiative Retirement Savings Plan in the asset neighbourhood

United States Veterans Initiative Retirement Savings PlanUnited States Veterans Initi…$11MMelick & Porter, LLP 401(k) PlanMelick & Porter, LLP 401(k) …$11MRaymond of New Jersey LLC Employee Retirement & Savings PlanRaymond of New Jersey LLC Em…$11MAdvanced Industrial Services, Inc. 401(k) PlanAdvanced Industrial Services…$11MCopper State Credit Union 401(k) PlanCopper State Credit Union 40…$11M
End-of-year total assets ($M) among United States Veterans Initiative Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United States Veterans Initiative multi-year asset trail

Sponsor-wide plan assets over time

All United States Veterans Initiative plans reported in each filing year

Latest sponsor-wide plan assets
$13M 59.80962402945044% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.43M $13.5M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 484 $8M
2023 1 481 $11M
2024 1 599 $13M

United States Veterans Initiative filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN954382752
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

United States Veterans Initiative Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants United States Veterans Initiative Retirement Savings Plan, Total assets ($B): 0.011213284 · Participants: 481United States Veterans Initiative Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
United States Veterans Initiative Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare United States Veterans Initiative Retirement Savings Plan side-by-side with 3 peers →

United States Veterans Initiative Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Melick & Porter, LLP 401(k) Plan in MA ($11M); by covered participants it is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (481 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 United States Veterans Initiative Retirement Savings Plan assets move in 2023? ▼
United States Veterans Initiative Retirement Savings Plan surged - up 32.9% during 2023, from $8M to $11M. Reported net income was $3M.
How have United States Veterans Initiative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Veterans Initiative's sponsor-wide assets grew 59.8%, from $8M to $13M.
Which 401(k) plans are similar in size to United States Veterans Initiative Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Melick & Porter, LLP 401(k) Plan in MA ($11M, 70 participants).
Which 401(k) plans cover a similar participant headcount to United States Veterans Initiative Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants, $51M 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 954382752.

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.