401(k) · DOL Form 5500 · 2023

U.S. Venture, Inc. 401(k) Plan

Data updated 2026-08-11

$348M
Total assets
3,793
Participants
97th
Percentile by assets
$91,804
Avg per participant
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Official DOL plan name: U.S. Venture 401(k) Retirement Savings Plan · Sponsored by U.S. Venture, Inc. · Wisconsin · Wholesale Trade

$348M in assets, 3,793 participants

U.S. Venture, Inc.'s U.S. Venture 401(k) Retirement Savings Plan reported $348M in total assets and 3,793 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #6,161 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

U.S. Venture 401(k) Retirement Savings Plan covers 3,793 participants in Wisconsin, 6.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $348M.

$348M
total plan assets (2023 EOY)
3,793
covered participants
97th
percentile by assets (of 127,072 plans)
$91,804
avg assets per participant

Where U.S. Venture 401(k) Retirement Savings Plan sits by total assets

U.S. Venture 401(k) Retirement Savings Plan vs every filed plan by assets

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

$348,211,635 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. Venture 401(k) Retirement Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • U.S. Venture 401(k) Retirement Savings Plan reported participants rose from 1,896 in the plan year 2022 filing to 3,793 in the plan year 2023 filing.
  • U.S. Venture 401(k) Retirement Savings Plan end-of-year assets rose from $281M in the plan year 2022 filing to $348M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Wholesale Trade

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. U.S. Venture 401(k) Retirement Savings Plan reports 3,793 participants - 6.7x that state average ($348M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$281M
Net Assets (End of Year)$348M
Net Income$67M
Employer EIN390964014
Plan Effective Date1961-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Venture, Inc.)

$250M$300M$350M$400M$450M 202220232024 $281M $399M ▲ +41.7%
Total plan assets by year, all U.S. Venture, Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,518 $281M
2023 1 3,793 $348M
2024 1 4,641 $399M

Nearby 401(k) Plans in Wisconsin

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

U.S. Venture 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -20246810 Total assets ($B) Participants U.S. Venture 401(k) …, Total assets ($B): 0.348211635 · Participants: 3793U.S. Venture 401(k) …Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
U.S. Venture 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare U.S. Venture 401(k) Retirement Savings P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to U.S. Venture 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did U.S. Venture 401(k) Retirement Savings Plan assets move in 2023? ▼
U.S. Venture 401(k) Retirement Savings Plan grew sharply - up 23.7% during 2023, from $281M to $348M. Reported net income was $67M.
How have U.S. Venture, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Venture, Inc.'s sponsor-wide assets grew 41.7%, from $281M to $399M.
Where does U.S. Venture 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
U.S. Venture 401(k) Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to U.S. Venture 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sappi North America, Inc. Salaried Investment Plan in MA ($348M, 740 participants).

Next read for U.S. Venture 401(k) Retirement Savings P…

Filing takeaways

Ways to act on U.S. Venture 401(k) Retirement Savings Plan's numbers.

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 390964014.

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.