401(k) · DOL Form 5500 · 2023

Camelot Venture Group LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
133
Participants Small participant base
53rd
Percentile by assets National rank
$56,809
Avg per participant Low balance/head
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Official DOL plan name: Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Camelot Venture Group LLC · Michigan · Wholesale Trade

$8M in assets, 133 participants

Camelot Venture Group LLC's Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,712 in Wholesale Trade (6,309 peers)

Coverage in Michigan

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust covers 133 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#2,712
in Wholesale Trade (6,309 peers)
+23.8%
assets growth YoY

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,555,590 Top 47% higher than 53% 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

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust 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. Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$355K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 160 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263390928 · Camelot Venture Group LLC PY 2023 · 401(k)

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust · $8M · 133 · 53rd

  • NET $8M
  • NET 133
  • NET 53rd
  • NET 401(k)
  • NET near 1st Choice Housing, Inc. 401(k) Plan
  • NET ind #2712

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 Wholesale Trade retirement plans → · Plans in Michigan →

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Camelot Venture Group LLC 401(k) Profit Sharing Plan & TrustCamelot Venture Group LLC 40…$8M1st Choice Housing, Inc. 401(k) Plan1st Choice Housing, Inc. 401…$8MVanasse & Associates, Inc. 401(k) PlanVanasse & Associates, Inc. 4…$8MGrace Management 401(k) Plan$8MTrailwest Bank 401(k) Plan$8M
End-of-year total assets ($M) among Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN263390928
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Camelot Venture Group LLC)

Sponsor-wide plan assets over time

All Camelot Venture Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.78058989914619% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.1M $8.96M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 160 $6M
2023 1 133 $8M
2024 1 145 $9M

Nearby 401(k) Plans in Michigan

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

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00755559 · Participants: 133Camelot Venture Group LLC 401(k) Profit Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is 1st Choice Housing, Inc. 401(k) Plan in NC ($8M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 23.8% during 2023, from $6M to $8M. Reported net income was $1M.
How have Camelot Venture Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Camelot Venture Group LLC's sponsor-wide assets grew 46.8%, from $6M to $9M.
Which 401(k) plans are similar in size to Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is 1st Choice Housing, Inc. 401(k) Plan in NC ($8M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Camelot Venture Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 263390928.

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.