401(k) · DOL Form 5500 · 2023
Ver Halen, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $142,299
- Avg per participant Near avg balance/head
Official DOL plan name: Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust · Sponsored by Ver Halen, Inc. · Wisconsin · Wholesale Trade
$20M in assets, 141 participants
Ver Halen, Inc.'s Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust reported $20M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,397 in Wholesale Trade (6,309 peers)
Coverage in Wisconsin
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust covers 141 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.
- #4,397
- in Wholesale Trade (6,309 peers)
- +5.1%
- assets growth YoY
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust's outsized position by total assets
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,064,131 Top 27% higher than 73% 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
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & 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. Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $965K in the plan year 2023 filing.
- Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust reported participants fell from 163 in the plan year 2022 filing to 141 in the plan year 2023 filing.
- Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391373244 · Ver Halen, Inc. PY 2023 · 401(k)
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust · $20M · 141 · 73rd
- EBSA $20M
- PART 141
- TYPE 73rd
- NET 401(k)
- BOOK near Xylem Bell & Gossett Savings Plan for Hourly Employees
- VS-ST ind #4397
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 Wisconsin →
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $965K |
| Employer EIN | 391373244 |
| Plan Effective Date | 1983-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ver Halen, Inc.)
Sponsor-wide plan assets over time
All Ver Halen, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 23.25728631902467% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $19M |
| 2023 | 1 | 141 | $20M |
| 2024 | 1 | 147 | $24M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Xylem Bell & Gossett Savings Plan for Hourly Employees in NY ($20M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (141 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.