401(k) · DOL Form 5500 · 2023
Vhc, Inc. 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 389
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $171,068
- Avg per participant Above avg balance/head
Official DOL plan name: Vhc 401(k) Retirement Savings Plan · Sponsored by Vhc, Inc. · Wisconsin · Management of Enterprises
$67M in assets, 389 participants
Vhc, Inc.'s Vhc 401(k) Retirement Savings Plan reported $67M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #813 in Management of Enterprises (1,137 peers)
Where Vhc 401(k) Retirement Savings Plan sits by assets
Vhc 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $67M for 389 participants (~$171,068/participant), up 13.8% in 2023.
- #813
- in Management of Enterprises (1,137 peers)
- +13.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Vhc 401(k) Retirement Savings Plan's outsized position by total assets
Vhc 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,545,561 Top 12% higher than 88% 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
Vhc 401(k) 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. Vhc 401(k) Retirement Savings Plan sits mid-pack in the medium band (389 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vhc 401(k) Retirement Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Vhc 401(k) Retirement Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Vhc 401(k) Retirement Savings Plan reported participants rose from 381 in the plan year 2022 filing to 389 in the plan year 2023 filing.
DOL schedule card
Filing strip 391527362 · Vhc, Inc. PY 2023 · 401(k)
Vhc 401(k) Retirement Savings Plan · $67M · 389 · 88th
- EBSA $67M
- PART 389
- TYPE 88th
- NET 401(k)
- BOOK near Polen Capital Management, L. L. C. 401(k) Plan
- VS-ST ind #813
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 Management of Enterprises retirement plans → · Plans in Wisconsin →
Vhc 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $8M |
| Employer EIN | 391527362 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vhc, Inc.)
Sponsor-wide plan assets over time
All Vhc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 26.888672628595327% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 381 | $58M |
| 2023 | 1 | 389 | $67M |
| 2024 | 1 | 403 | $74M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Vhc 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Polen Capital Management, L. L. C. 401(k) Plan in FL ($67M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Polen Capital Management, L. L. C. 401(k) Plan (FL) $67M · 197
- Dickinson Financial Corporation Retirement Plan (MO) $67M · 784
- Rosewood 401(k) Plan (TX) $67M · 239
- Tfc, Inc. 401(k) Plan (ND) $67M · 1,278
Similar participant headcount
Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.
- Dura Bond Retirement Savings Plan (PA) 389 · 0 off
- Thoughtspot Inc 401(k) Profit Sharing Plan & Trust (CA) 389 · 0 off
- Tribute Home Care, LLC 401(k) Profit Sharing Plan & Trust (MA) 389 · 0 off
- Gcs 401(k) Plan (TX) 389 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.