401(k) · DOL Form 5500 · 2023

V & B Ventures, Incorporated 401(k) Plan

Data updated 2026-08-25

$854K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$170,862
Avg per participant Above avg balance/head
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Official DOL plan name: V & B Ventures, Incorporated Retirement Plan · Sponsored by V & B Ventures, Incorporated · Indiana · Other Services

$854K in assets, 5 participants

V & B Ventures, Incorporated's V & B Ventures, Incorporated Retirement Plan reported $854K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,624 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, V & B Ventures, Incorporated Retirement Plan ranks #3,624 of 7,857 2023 filers by assets (2349% of the sector average)-$854K for 5 participants.

#3,624
in Other Services (7,857 peers)
+195.9%
assets growth YoY

V & B Ventures, Incorporated Retirement Plan among the smaller filed plans by assets

V & B Ventures, Incorporated Retirement Plan vs every filed plan by assets

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

$854,311 22nd percentile higher than 22% 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

V & B Ventures, Incorporated Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. V & B Ventures, Incorporated Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • V & B Ventures, Incorporated Retirement Plan reported net income rose from -$77K in the plan year 2022 filing to $566K in the plan year 2023 filing.
  • V & B Ventures, Incorporated Retirement Plan end-of-year assets rose from $289K in the plan year 2022 filing to $854K in the plan year 2023 filing.
  • V & B Ventures, Incorporated Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843797134 · V & B Ventures, Incorporated PY 2023 · 401(k)

V & B Ventures, Incorporated Retirement Plan · $854K · 5 · 22nd

  • RANK $854K
  • RANK 5
  • RANK 22nd
  • RANK 401(k)
  • RANK near Airmark 401(k) Plan
  • RANK ind #3624

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 Other Services retirement plans → · Plans in Indiana →

V & B Ventures, Incorporated Retirement Plan in the asset neighbourhood

V & B Ventures, Incorporated Retirement PlanV & B Ventures, Incorporated…$854KAirmark 401(k) Plan$854KSt. Vincent De Paul Waukesha Retirement Savings PlanSt. Vincent De Paul Waukesha…$854KIberia Airlines of Spain in Puerto Rico Retirement Savings PlanIberia Airlines of Spain in …$854KGranite Wellness Centers Retirement PlanGranite Wellness Centers Ret…$855K
End-of-year total assets ($M) among V & B Ventures, Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$289K
Net Assets (End of Year)$854K
Net Income$566K
Employer EIN843797134
Plan Effective Date2019-12-13
Filing StatusFILING RECEIVED

Sponsor Plan History (V & B Ventures, Incorporated)

Sponsor-wide plan assets over time

All V & B Ventures, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$2M 490.1673183690009% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.29M $1.7M ▲ +486.2%
Year Plans Participants Total Assets
2022 1 2 $289K
2023 1 5 $854K
2024 1 12 $2M

Nearby 401(k) Plans in Indiana

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

V & B Ventures, Incorporated Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants V & B Ventures, Incorporated Retirement Plan, Total assets ($B): 0.000854311 · Participants: 5V & B Ventures, Incorporated Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
V & B Ventures, Incorporated Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare V & B Ventures, Incorporated Retirement Plan side-by-side with 3 peers →

V & B Ventures, Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Airmark 401(k) Plan in WA ($854K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 V & B Ventures, Incorporated Retirement Plan assets move in 2023? ▼
V & B Ventures, Incorporated Retirement Plan surged - up 195.9% during 2023, from $289K to $854K. Reported net income was $566K.
How have V & B Ventures, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), V & B Ventures, Incorporated's sponsor-wide assets grew 490.2%, from $289K to $2M.
Where does V & B Ventures, Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
V & B Ventures, Incorporated Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to V & B Ventures, Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Airmark 401(k) Plan in WA ($854K, 23 participants).
Which 401(k) plans cover a similar participant headcount to V & B Ventures, Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 843797134.

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.