401(k) · DOL Form 5500 · 2023

Vintage Stock 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
439
Participants Below avg headcount
43rd
Percentile by assets National rank
$10,388
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vintage Stock Safe Harbor 401(k)Plan · Sponsored by Vintage Stock · Missouri · Retail Trade

$5M in assets, 439 participants

Vintage Stock's Vintage Stock Safe Harbor 401(k)Plan reported $5M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,478 in Retail Trade (8,414 peers)

Vintage Stock multi-year trail

Vintage Stock's plans moved +18.5% in assets from 2022 to 2024; this filing shows Vintage Stock Safe Harbor 401(k)Plan at $5M / 439 participants.

#4,478
in Retail Trade (8,414 peers)
+8.9%
assets growth YoY

Vintage Stock Safe Harbor 401(k)Plan's mid-pack asset rank among Retail Trade and all filers

Vintage Stock Safe Harbor 401(k)Plan vs every filed plan by assets

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

$4,560,121 43rd percentile higher than 43% 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

Vintage Stock Safe Harbor 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. Vintage Stock Safe Harbor 401(k)Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vintage Stock Safe Harbor 401(k)Plan reported net income rose from -$408K in the plan year 2022 filing to $371K in the plan year 2023 filing.
  • Vintage Stock Safe Harbor 401(k)Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Vintage Stock Safe Harbor 401(k)Plan reported participants fell from 445 in the plan year 2022 filing to 439 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431571679 · Vintage Stock PY 2023 · 401(k)

Vintage Stock Safe Harbor 401(k)Plan · $5M · 439 · 43rd

  • TYPE $5M
  • NET 439
  • BOOK 43rd
  • VS-ST 401(k)
  • BOY near Tri-State Drilling, LLC Profit Sharing Plan and Trust
  • SCH ind #4478

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 Missouri →

Vintage Stock Safe Harbor 401(k)Plan in the asset neighbourhood

Vintage Stock Safe Harbor 401(k)PlanVintage Stock Safe Harbor 40…$5MTri-State Drilling, LLC Profit Sharing Plan and TrustTri-State Drilling, LLC Prof…$5MMayo Employees Federal Credit Union 401(k) PlanMayo Employees Federal Credi…$5MMma Design LLC 401(k) Plan$5MTransparently 401(k) Plan$5M
End-of-year total assets ($M) among Vintage Stock Safe Harbor 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vintage Stock multi-year asset trail

Sponsor-wide plan assets over time

All Vintage Stock plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.454316966025143% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.19M $4.96M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 445 $4M
2023 1 439 $5M
2024 1 432 $5M

Vintage Stock filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$371K
Employer EIN431571679
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Vintage Stock Safe Harbor 401(k)Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Vintage Stock Safe Harbor 401(k)Plan, Total assets ($B): 0.004560121 · Participants: 439Vintage Stock Safe Harbor 401(k)PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Vintage Stock Safe Harbor 401(k)Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Vintage Stock Safe Harbor 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Tri-State Drilling, LLC Profit Sharing Plan and Trust in MN ($5M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Vintage Stock Safe Harbor 401(k)Plan assets move in 2023?
Vintage Stock Safe Harbor 401(k)Plan grew at a solid clip - up 8.9% during 2023, from $4M to $5M. Reported net income was $371K.
How have Vintage Stock plan assets changed over time?
Across 3 plan years on file (2022-2024), Vintage Stock's sponsor-wide assets grew 18.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Vintage Stock Safe Harbor 401(k)Plan?
Among 401(k) plans in other states, the closest by assets is Tri-State Drilling, LLC Profit Sharing Plan and Trust in MN ($5M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Vintage Stock Safe Harbor 401(k)Plan?
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $48M in assets).