401(k) · DOL Form 5500 · 2023

Classic Residence Mgt LP Dba VI 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
2,668
Participants Above avg headcount
93rd
Percentile by assets National rank
$52,737
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: VI Retirement Plan · Sponsored by Classic Residence Mgt LP Dba VI · Illinois · Healthcare & Social Assistance

$141M in assets, 2,668 participants

Classic Residence Mgt LP Dba VI's VI Retirement Plan reported $141M in total assets and 2,668 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,638 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

VI Retirement Plan covers 2,668 participants in Illinois, 3.4x the typical Illinois plan (state average ~779 per filing). Assets: $141M.

#16,638
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY
1.4×
vs typical plan assets (national mean)

VI Retirement Plan's outsized position by total assets

VI Retirement Plan vs every filed plan by assets

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

$140,703,512 Top 7% higher than 93% 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

VI Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. VI Retirement Plan lands in the large band (2,668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • VI Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • VI Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • VI Retirement Plan reported participants rose from 2,554 in the plan year 2022 filing to 2,668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363558465 · Classic Residence Mgt LP Dba VI PY 2023 · 401(k)

VI Retirement Plan · $141M · 2,668 · 93rd

  • RANK $141M
  • RANK 2,668
  • RANK 93rd
  • RANK 401(k)
  • RANK near Schnucks Pay Deferral Plan-30
  • RANK ind #16638

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 →

VI Retirement Plan in the asset neighbourhood

Ykk 401(k) Retirement Plan$141MVI Retirement Plan$141MSchnucks Pay Deferral Plan-30$141MAlorica 401(k) Retirement PlanAlorica 401(k) Retirement Pl…$141MHannover Life Reassurance Company of America Retirement PlanHannover Life Reassurance Co…$141M
End-of-year total assets ($M) among VI Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$141M
Net Income$22M
Employer EIN363558465
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Classic Residence Mgt LP Dba VI)

Sponsor-wide plan assets over time

All Classic Residence Mgt LP Dba VI plans reported in each filing year

Latest sponsor-wide plan assets
$162M 36.73818427679853% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $118M $162M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 2,554 $118M
2023 1 2,668 $141M
2024 1 2,906 $162M

Nearby 401(k) Plans in Illinois

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

VI Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants VI Retirement Plan, Total assets ($B): 0.140703512 · Participants: 2668VI Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
VI Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare VI Retirement Plan side-by-side with 3 peers →

VI Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Schnucks Pay Deferral Plan-30 in MO ($141M); by covered participants it is Stratus.Hr Retirement Plan in UT (2,669 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,668 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 VI Retirement Plan assets move in 2023? ▼
VI Retirement Plan grew sharply - up 18.8% during 2023, from $118M to $141M. Reported net income was $22M.
How have Classic Residence Mgt LP Dba VI plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Classic Residence Mgt LP Dba VI's sponsor-wide assets grew 36.7%, from $118M to $162M.
Where does VI Retirement Plan rank by assets among Form 5500 filers? ▼
VI Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to VI Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schnucks Pay Deferral Plan-30 in MO ($141M, 8,664 participants).
Which 401(k) plans cover a similar participant headcount to VI Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stratus.Hr Retirement Plan in UT (2,669 participants, $54M 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 363558465.

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.