401(k) · DOL Form 5500 · 2023
Von Tobel Corporation 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $74,061
- Avg per participant Below avg balance/head
Official DOL plan name: Von Tobel Lumber Retirement Savings Plan · Sponsored by Von Tobel Corporation · Indiana · Retail Trade
$10M in assets, 137 participants
Von Tobel Corporation's Von Tobel Lumber Retirement Savings Plan reported $10M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #5,870 in Retail Trade (8,414 peers)
Coverage in Indiana
Von Tobel Lumber Retirement Savings Plan covers 137 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $10M.
- #5,870
- in Retail Trade (8,414 peers)
- +21.0%
- assets growth YoY
Von Tobel Lumber Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers
Von Tobel Lumber Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,146,360 Top 41% higher than 59% 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
Von Tobel Lumber Retirement Savings 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. Von Tobel Lumber Retirement Savings Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Von Tobel Lumber Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Von Tobel Lumber Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Von Tobel Lumber Retirement Savings Plan reported participants fell from 145 in the plan year 2022 filing to 137 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 351182953 · Von Tobel Corporation PY 2023 · 401(k)
Von Tobel Lumber Retirement Savings Plan · $10M · 137 · 59th
- PART $10M
- PART 137
- PART 59th
- PART 401(k)
- PART near Cirks Construction, Inc. 401(k) Plan
- PART ind #5870
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 Retail Trade retirement plans → · Plans in Indiana →
Von Tobel Lumber Retirement Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 351182953 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Von Tobel Corporation)
Sponsor-wide plan assets over time
All Von Tobel Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 21.64041937817534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 291 | $36M |
| 2023 | 2 | 277 | $41M |
| 2024 | 2 | 270 | $44M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Von Tobel Lumber Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Cirks Construction, Inc. 401(k) Plan in CA ($10M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Cirks Construction, Inc. 401(k) Plan (CA) $10M · 288
- Premier Transportation Employee Retirement Savings 401(k) Plan (GA) $10M · 698
- First Federal Bank 401(k)Plan (TN) $10M · 133
- Coblentz Distributing 401(k) Plan (OH) $10M · 369
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Valley Perinatal Services (AZ) 137 · 0 off
- Kw Mission Critical Engineering, D.P.C. 401(k) Plan (NY) 137 · 0 off
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 137 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 137 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.