Other · DOL Form 5500 · 2023

Victor C Neumann Association Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 34th
Percentile by assets National rank

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Official DOL plan name: Victor C Neumann Association Tax Deferred Annuity Plan · Sponsored by Victor C Neumann Association · Illinois · Healthcare & Social Assistance

$3M in assets, N/A participants

Victor C Neumann Association's Victor C Neumann Association Tax Deferred Annuity Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#6,126 in Healthcare & Social Assistance (17,684 peers)

Victor C Neumann Association multi-year trail

Victor C Neumann Association's plans moved +22.1% in assets from 2022 to 2024; this filing shows Victor C Neumann Association Tax Deferred Annuity Plan at $3M / N/A participants.

#6,126
in Healthcare & Social Assistance (17,684 peers): +14.0%
assets growth YoY

Victor C Neumann Association Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Victor C Neumann Association Tax Deferred Annuity Plan vs every filed plan by assets

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

$2,713,334 34th percentile higher than 34% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Victor C Neumann Association Tax Deferred Annuity Plan reported net income rose from -$457K in the plan year 2022 filing to $334K in the plan year 2023 filing.
Victor C Neumann Association Tax Deferred Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362407164 · Victor C Neumann Association PY 2023 · Other

Victor C Neumann Association Tax Deferred Annuity Plan · $3M · N/A · 34th

RANK $3M
RANK N/A
RANK 34th
RANK Other
RANK near Michael Dunn Center Retirement Plan
RANK ind #6126

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Victor C Neumann Association Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Victor C Neumann Association multi-year asset trail

Latest sponsor-wide plan assets: $3M 22.09317668574195% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$2M
2023	1	N/A	$3M
2024	1	N/A	$3M

Victor C Neumann Association filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$334K
Employer EIN	362407164
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Victor C Neumann Association Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants

Northwestern University Retirement Plan $4.0B · 9,440
The University of Chicago Contributory Retirement Plan $3.5B · 4,796
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798

Compare Victor C Neumann Association Tax Deferred Annuity Plan side-by-side with 3 peers →

Victor C Neumann Association Tax Deferred Annuity Plan's closest out-of-state Other peers by assets

Outside Illinois, the nearest Other by end-of-year assets is Michael Dunn Center Retirement Plan in TN at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Michael Dunn Center Retirement Plan (TN) $3M · 344
La Red Health Center, Inc. 403b Plan (DE) $3M · 167
Jewish Community Center in Manhattan 403(b) Defined Contribution Plan (NY) $3M · 143
Wv Humanities Council Tax-Deferred Annuity Plan (WV) $3M · 10

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 Victor C Neumann Association Tax Deferred Annuity Plan assets move in 2023? ▼

Victor C Neumann Association Tax Deferred Annuity Plan grew at a solid clip - up 14.0% during 2023, from $2M to $3M. Reported net income was $334K.

How have Victor C Neumann Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Victor C Neumann Association's sponsor-wide assets grew 22.1%, from $2M to $3M.

Which Other plans are similar in size to Victor C Neumann Association Tax Deferred Annuity Plan? ▼

Among Other plans in other states, the closest by assets is Michael Dunn Center Retirement Plan in TN ($3M, 344 participants).

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 362407164.