401(k) · DOL Form 5500 · 2023
Rio Vista Ventures, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $64,557
- Avg per participant Low balance/head
Official DOL plan name: Rio Vista Ventures, LLC Employees Savings & Retirement Plan · Sponsored by Rio Vista Ventures, LLC · California · Wholesale Trade
$8M in assets, 123 participants
Rio Vista Ventures, LLC's Rio Vista Ventures, LLC Employees Savings & Retirement Plan reported $8M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #2,782 in Wholesale Trade (6,309 peers)
Coverage in California
Rio Vista Ventures, LLC Employees Savings & Retirement Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $8M.
- #2,782
- in Wholesale Trade (6,309 peers)
- +18.1%
- assets growth YoY
Rio Vista Ventures, LLC Employees Savings & Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Rio Vista Ventures, LLC Employees Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,940,508 Top 46% higher than 54% 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
Rio Vista Ventures, LLC Employees Savings & Retirement 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. Rio Vista Ventures, LLC Employees Savings & Retirement Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rio Vista Ventures, LLC Employees Savings & Retirement Plan reported net income rose from -$896K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Rio Vista Ventures, LLC Employees Savings & Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Rio Vista Ventures, LLC Employees Savings & Retirement Plan reported participants fell from 134 in the plan year 2022 filing to 123 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952929125 · Rio Vista Ventures, LLC PY 2023 · 401(k)
Rio Vista Ventures, LLC Employees Savings & Retirement Plan · $8M · 123 · 54th
- PCT $8M
- EIN 123
- RANK 54th
- PHOTO 401(k)
- IND near Gamber-Johnson, LLC 401(k) Plan
- EOY ind #2782
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 Wholesale Trade retirement plans → · Plans in California →
Rio Vista Ventures, LLC Employees Savings & Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 952929125 |
| Plan Effective Date | 1986-06-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rio Vista Ventures, LLC)
Sponsor-wide plan assets over time
All Rio Vista Ventures, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.74487256781375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $7M |
| 2023 | 1 | 123 | $8M |
| 2024 | 1 | 119 | $9M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Rio Vista Ventures, LLC Employees Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gamber-Johnson, LLC 401(k) Plan in WI ($8M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Gamber-Johnson, LLC 401(k) Plan (WI) $8M · 158
- Dearborn Sausage Company, Inc. 401(k) Plan (MI) $8M · 146
- Paxton Hardwoods 401(k) Plan (WA) $8M · 100
- The Caprock Group 401(k) Plan (ID) $8M · 43
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Sunchase Salary Savings Plan (NC) 123 · 0 off
- The Jane Pauley Community Health (IN) 123 · 0 off
- Ellicott Dredge Group Plan (WI) 123 · 0 off
- Saginaw Pipe Co., Inc. 401(k) Plan (AL) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.