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
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
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.
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
Michigan filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 382330200 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING 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
| 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.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 127 · 0 off
- Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan (TX) 127 · 0 off
- Haddad Dodge Kia 401(k) Plan (CA) 127 · 0 off
- International Motor Freight, Inc. 401(k) Plan (NJ) 127 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.