401(k) · DOL Form 5500 · 2023

Valenti Trobec Chandler, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
127
Participants Small participant base
78th
Percentile by assets National rank
$216,632
Avg per participant Above avg balance/head
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Official DOL plan name: Valenti Trobec Chandler, Inc. 401(k) Retirement Plan · Sponsored by Valenti Trobec Chandler, Inc. · Michigan · Finance & Insurance

$28M in assets, 127 participants

Valenti Trobec Chandler, Inc.'s Valenti Trobec Chandler, Inc. 401(k) Retirement Plan reported $28M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,887 in Finance & Insurance (8,869 peers)

Coverage in Michigan

Valenti Trobec Chandler, Inc. 401(k) Retirement Plan covers 127 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $28M.

#5,887
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valenti Trobec Chandler, Inc. 401(k) Retirement Plan's outsized position by total assets

Valenti Trobec Chandler, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$27,512,254 Top 22% higher than 78% 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

Valenti Trobec Chandler, Inc. 401(k) 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. Valenti Trobec Chandler, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valenti Trobec Chandler, Inc. 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Valenti Trobec Chandler, Inc. 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382330200 · Valenti Trobec Chandler, Inc. PY 2023 · 401(k)

Valenti Trobec Chandler, Inc. 401(k) Retirement Plan · $28M · 127 · 78th

  • BOOK $28M
  • VS-ST 127
  • BOY 78th
  • SCH 401(k)
  • EBSA near The Villages Charter School, Inc. Employees Savings Plan
  • PART ind #5887

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 Finance & Insurance retirement plans → · Plans in Michigan →

Valenti Trobec Chandler, Inc. 401(k) Retirement Plan in the asset neighbourhood

Valenti Trobec Chandler, Inc. 401(k) Retirement PlanValenti Trobec Chandler, Inc…$28MThe Villages Charter School, Inc. Employees Savings PlanThe Villages Charter School,…$28MQuestex LLC 401(k) Plan$28MC. R. Jackson, Inc. & N. W. White & Co. 401(k) Profit Sharing PlanC. R. Jackson, Inc. & N. W. …$28MVenturedyne Ltd Salaried Defferral Investment PlanVenturedyne Ltd Salaried Def…$28M
End-of-year total assets ($M) among Valenti Trobec Chandler, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN382330200
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valenti Trobec Chandler, Inc.)

Sponsor-wide plan assets over time

All Valenti Trobec Chandler, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 22.924657012617107% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.7M $29.1M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 127 $24M
2023 1 127 $28M
2024 1 127 $29M

Nearby 401(k) Plans in Michigan

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

Valenti Trobec Chandler, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Valenti Trobec Chandler, Inc. 401(k) Retirement Plan, Total assets ($B): 0.027512254 · Participants: 127Valenti Trobec Chandler, Inc. 401(k) 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
Valenti Trobec Chandler, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Valenti Trobec Chandler, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Villages Charter School, Inc. Employees Savings Plan in FL ($28M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Valenti Trobec Chandler, Inc. 401(k) Retirement Plan assets move in 2023?
Valenti Trobec Chandler, Inc. 401(k) Retirement Plan grew sharply - up 16.3% during 2023, from $24M to $28M. Reported net income was $4M.
How have Valenti Trobec Chandler, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Valenti Trobec Chandler, Inc.'s sponsor-wide assets grew 22.9%, from $24M to $29M.
Where does Valenti Trobec Chandler, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Valenti Trobec Chandler, Inc. 401(k) Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valenti Trobec Chandler, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Villages Charter School, Inc. Employees Savings Plan in FL ($28M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Valenti Trobec Chandler, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A in assets).