401(k) · DOL Form 5500 · 2023

Ventura Transfer Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 92
Participants Small participant base: 63rd
Percentile by assets National rank: $132,347
Avg per participant Near avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Ventura Transfer Company 401(k)Plan · Sponsored by Ventura Transfer Company · California · Transportation & Warehousing

$12M in assets, 92 participants

Ventura Transfer Company's Ventura Transfer Company 401(k)Plan reported $12M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#2,129 in Transportation & Warehousing (3,362 peers)

Ventura Transfer Company multi-year trail

Ventura Transfer Company's plans moved +25.3% in assets from 2022 to 2024; this filing shows Ventura Transfer Company 401(k)Plan at $12M / 92 participants.

#2,129
in Transportation & Warehousing (3,362 peers): +19.1%
assets growth YoY

Ventura Transfer Company 401(k)Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Ventura Transfer Company 401(k)Plan vs every filed plan by assets

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

$12,175,894 Top 37% higher than 63% 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

Ventura Transfer Company 401(k)Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ventura Transfer Company 401(k)Plan is a small filing (92 participants) on this national headcount ladder.

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%)

Ventura Transfer Company 401(k)Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Ventura Transfer Company 401(k)Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951332580 · Ventura Transfer Company PY 2023 · 401(k)

Ventura Transfer Company 401(k)Plan · $12M · 92 · 63rd

TYPE $12M
NET 92
BOOK 63rd
VS-ST 401(k)
BOY near Kong Company 401(k) Plan
SCH ind #2129

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 Transportation & Warehousing retirement plans → · Plans in California →

End-of-year total assets ($M) among Ventura Transfer Company 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ventura Transfer Company multi-year asset trail

Latest sponsor-wide plan assets: $13M 25.256546562898013% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	92	$10M
2023	1	92	$12M
2024	1	96	$13M

Ventura Transfer Company filing trail (2023)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	951332580
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Ventura Transfer Company 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Ventura Transfer Company 401(k)Plan side-by-side with 3 peers →

Ventura Transfer Company 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kong Company 401(k) Plan in CO ($12M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Kong Company 401(k) Plan (CO) $12M · 272
Deployed Resources LLC 401(k) Plan (NY) $12M · 600
Terma Inc. 401(k) Profit Sharing Plan and Trust (GA) $12M · 72
Triumph Foods, LLC 401(k) Plan (MO) $12M · 503

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 off
IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 92 · 0 off

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 Ventura Transfer Company 401(k)Plan assets move in 2023? ▼

Ventura Transfer Company 401(k)Plan grew sharply - up 19.1% during 2023, from $10M to $12M. Reported net income was $2M.

How have Ventura Transfer Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ventura Transfer Company's sponsor-wide assets grew 25.3%, from $10M to $13M.

Which 401(k) plans are similar in size to Ventura Transfer Company 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kong Company 401(k) Plan in CO ($12M, 272 participants).

Which 401(k) plans cover a similar participant headcount to Ventura Transfer Company 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 951332580.