401(k) · DOL Form 5500 · 2023
Vgm Group Inc 401(k) Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 1,403
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $83,024
- Avg per participant Below avg balance/head
Official DOL plan name: Vgm Group Inc 401(k) Profit Sharing Plan · Sponsored by Vgm Group Inc · Iowa · Other Services
$116M in assets, 1,403 participants
Vgm Group Inc's Vgm Group Inc 401(k) Profit Sharing Plan reported $116M in total assets and 1,403 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,643 in Other Services (7,857 peers)
Coverage in Iowa
Vgm Group Inc 401(k) Profit Sharing Plan covers 1,403 participants in Iowa, 2.3x the typical Iowa plan (state average ~609 per filing). Assets: $116M.
- #7,643
- in Other Services (7,857 peers)
- +18.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Vgm Group Inc 401(k) Profit Sharing Plan's outsized position by total assets
Vgm Group Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$116,482,305 Top 8% higher than 92% 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
Vgm Group Inc 401(k) Profit Sharing 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. Vgm Group Inc 401(k) Profit Sharing Plan lands in the large band (1,403 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vgm Group Inc 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Vgm Group Inc 401(k) Profit Sharing Plan end-of-year assets rose from $98M in the plan year 2022 filing to $116M in the plan year 2023 filing.
- Vgm Group Inc 401(k) Profit Sharing Plan reported participants rose from 1,218 in the plan year 2022 filing to 1,403 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 421280573 · Vgm Group Inc PY 2023 · 401(k)
Vgm Group Inc 401(k) Profit Sharing Plan · $116M · 1,403 · 92nd
- EOY $116M
- 5500 1,403
- ASSETS 92nd
- PCT 401(k)
- EIN near The Haartz Corporation 401(k) and Profit Sharing Plan
- RANK ind #7643
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 Other Services retirement plans → · Plans in Iowa →
Vgm Group Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $18M |
| Employer EIN | 421280573 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vgm Group Inc)
Sponsor-wide plan assets over time
All Vgm Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $553M 31.64851032517224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,062 | $420M |
| 2023 | 2 | 2,473 | $522M |
| 2024 | 2 | 2,660 | $553M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Vgm Group Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is The Haartz Corporation 401(k) and Profit Sharing Plan in MA ($116M); by covered participants it is Rooney Holdings, Inc. 401(k) Savings Plan in OK (1,403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,403 participants); asset peers above are excluded.
- Rooney Holdings, Inc. 401(k) Savings Plan (OK) 1,403 · 0 off
- Axos Financial, Inc. 401(k) Plan (NV) 1,403 · 0 off
- Ankura Consulting Group, LLC Savings Plan (DC) 1,403 · 0 off
- Harley-Davidson Retirement Savings Plan for York Hourly Bargaining Unit Ees (WI) 1,402 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.