401(k) · DOL Form 5500 · 2023
Venbrook Group, LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 372
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $90,489
- Avg per participant Below avg balance/head
Official DOL plan name: Venbrook Group 401(k) Plan · Sponsored by Venbrook Group, LLC · California · Finance & Insurance
$34M in assets, 372 participants
Venbrook Group, LLC's Venbrook Group 401(k) Plan reported $34M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,262 in Finance & Insurance (8,869 peers)
Where Venbrook Group 401(k) Plan sits by assets
Venbrook Group 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 372 participants (~$90,489/participant), up 15.0% in 2023.
- #6,262
- in Finance & Insurance (8,869 peers)
- +15.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Venbrook Group 401(k) Plan's outsized position by total assets
Venbrook Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,662,028 Top 19% higher than 81% 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
Venbrook Group 401(k) 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. Venbrook Group 401(k) Plan sits mid-pack in the medium band (372 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Venbrook Group 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Venbrook Group 401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 372 in the plan year 2023 filing.
- Venbrook Group 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
DOL schedule card
Filing strip 205817496 · Venbrook Group, LLC PY 2023 · 401(k)
Venbrook Group 401(k) Plan · $34M · 372 · 81st
- EOY $34M
- 5500 372
- ASSETS 81st
- PCT 401(k)
- EIN near Sttc 401(k) Retirement Savings Plan
- RANK ind #6262
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 California →
Venbrook Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 205817496 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Venbrook Group, LLC)
Sponsor-wide plan assets over time
All Venbrook Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 24.870206359637205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $29M |
| 2023 | 1 | 372 | $34M |
| 2024 | 1 | 362 | $37M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Venbrook Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sttc 401(k) Retirement Savings Plan in PA ($34M); by covered participants it is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Sttc 401(k) Retirement Savings Plan (PA) $34M · 691
- The Romine Group, Inc. 401(k) Plan (MI) $34M · 922
- Symmetry Energy Solutions, LLC 401(k) Plan (TX) $34M · 245
- Open Health 401(k) Retirement Plan. (NJ) $34M · 300
Similar participant headcount
Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.
- Brockway-Smith Company Savings & Investment Pl Tr (MA) 372 · 0 off
- Home Federal Bank of Tennessee 401(k) Profit Sharing Plan (TN) 372 · 0 off
- U. S. Engineering Company Holdings 401(k) Profit Sharing Plan & Trust (MO) 372 · 0 off
- Marine Spill Response Corporation 401(k) Profit Sharing Thrift Savings Plan (VA) 372 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.