401(k) · DOL Form 5500 · 2023

Viking Group, Inc. 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
823
Participants Near avg headcount
92nd
Percentile by assets National rank
$135,335
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Viking Group, Inc. Savings and Retirement Plan · Sponsored by Viking Group, Inc. · Michigan · Management of Enterprises

$111M in assets, 823 participants

Viking Group, Inc.'s Viking Group, Inc. Savings and Retirement Plan reported $111M in total assets and 823 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #881 in Management of Enterprises (1,137 peers)

Where Viking Group, Inc. Savings and Retirement Plan sits by assets

Viking Group, Inc. Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 823 participants (~$135,335/participant), up 27.7% in 2023.

#881
in Management of Enterprises (1,137 peers)
+27.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Viking Group, Inc. Savings and Retirement Plan's outsized position by total assets

Viking Group, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$111,380,832 Top 8% higher than 92% 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

Viking Group, Inc. Savings and 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. Viking Group, Inc. Savings and Retirement Plan sits mid-pack in the medium band (823 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Viking Group, Inc. Savings and Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Viking Group, Inc. Savings and Retirement Plan end-of-year assets rose from $87M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • Viking Group, Inc. Savings and Retirement Plan reported participants rose from 735 in the plan year 2022 filing to 823 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383601777 · Viking Group, Inc. PY 2023 · 401(k)

Viking Group, Inc. Savings and Retirement Plan · $111M · 823 · 92nd

  • VS-ST $111M
  • VS-ST 823
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near C2 Essentials, Inc. 401(k) Profit-Sharing Plan
  • VS-ST ind #881

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 Management of Enterprises retirement plans → · Plans in Michigan →

Viking Group, Inc. Savings and Retirement Plan in the asset neighbourhood

Iwco Retirement Savings Plan$111MViking Group, Inc. Savings and Retirement PlanViking Group, Inc. Savings a…$111MC2 Essentials, Inc. 401(k) Profit-Sharing PlanC2 Essentials, Inc. 401(k) P…$111MEndeavor Energy Resources, L.P. 401(k) PlanEndeavor Energy Resources, L…$111MNugget Market, Inc. 401(k) Profit Sharing Plan & TrustNugget Market, Inc. 401(k) P…$111M
End-of-year total assets ($M) among Viking Group, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$111M
Net Income$24M
Employer EIN383601777
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Viking Group, Inc.)

Sponsor-wide plan assets over time

All Viking Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$132M 51.23132477981681% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $87.2M $132M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 735 $87M
2023 1 823 $111M
2024 1 913 $132M

Nearby 401(k) Plans in Michigan

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

Viking Group, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Viking Group, Inc. Savings and Retirement Plan, Total assets ($B): 0.111380832 · Participants: 823Viking Group, Inc. Savings and Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Viking Group, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Viking Group, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Viking Group, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is C2 Essentials, Inc. 401(k) Profit-Sharing Plan in VA ($111M); by covered participants it is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO (823 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (823 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 Viking Group, Inc. Savings and Retirement Plan assets move in 2023? ▼
Viking Group, Inc. Savings and Retirement Plan grew sharply - up 27.7% during 2023, from $87M to $111M. Reported net income was $24M.
How have Viking Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Viking Group, Inc.'s sponsor-wide assets grew 51.2%, from $87M to $132M.
Where does Viking Group, Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Viking Group, Inc. Savings and Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Viking Group, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is C2 Essentials, Inc. 401(k) Profit-Sharing Plan in VA ($111M, 1,489 participants).
Which 401(k) plans cover a similar participant headcount to Viking Group, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO (823 participants, $308M 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 383601777.

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.