401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$348M
Total assets Above avg plan size
3,793
Participants Above avg headcount
97th
Percentile by assets National rank
$91,804
Avg per participant Below avg balance/head
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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.

  • #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.

#6,161
in Wholesale Trade (6,309 peers)
+23.7%
assets growth YoY
3.5×
vs typical plan assets (national mean)

U.S. Venture 401(k) Retirement Savings Plan's outsized position 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 $2,050,000,000 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

U.S. Venture 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.S. Venture 401(k) Retirement Savings Plan lands in the large band (3,793 participants).

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 →

Plan-year Form 5500 strip

Filing strip 390964014 · U.S. Venture, Inc. PY 2023 · 401(k)

U.S. Venture 401(k) Retirement Savings Plan · $348M · 3,793 · 97th

  • EIN $348M
  • EIN 3,793
  • EIN 97th
  • EIN 401(k)
  • EIN near Sappi North America, Inc. Salaried Investment Plan
  • EIN ind #6161

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 →

U.S. Venture 401(k) Retirement Savings Plan in the asset neighbourhood

Xperi Inc. 401(k) Plan$348MResmed U S 401(k) Plan$348MThe Medtronic Puerto Rico Employees' Savings and Investment PlanThe Medtronic Puerto Rico Em…$348MSappi North America, Inc. Salaried Investment PlanSappi North America, Inc. Sa…$348MU.S. Venture 401(k) Retirement Savings PlanU.S. Venture 401(k) Retireme…$348M
End-of-year total assets ($M) among U.S. Venture 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All U.S. Venture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$399M 41.745995293078224% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $281M $399M ▲ +41.7%
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 ($B) Participants U.S. Venture 401(k) Retirement Savings Plan, Total assets ($B): 0.348211635 · Participants: 3793U.S. Venture 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
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 Plan side-by-side with 3 peers →

U.S. Venture 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sappi North America, Inc. Salaried Investment Plan in MA ($348M); by covered participants it is Sms Holdings Corp. 401(k) Savings Plan in TN (3,792 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($348M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,793 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 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).
Which 401(k) plans cover a similar participant headcount to U.S. Venture 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Holdings Corp. 401(k) Savings Plan in TN (3,792 participants, $8M 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 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.