401(k) · DOL Form 5500 · 2023
Emprise Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 1,241
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $63,918
- Avg per participant Low balance/head
Official DOL plan name: VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan · Sponsored by Emprise Group, Inc. · Missouri · Manufacturing
$79M in assets, 1,241 participants
Emprise Group, Inc.'s VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan reported $79M in total assets and 1,241 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #15,837 in Manufacturing (18,722 peers)
Where VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan sits by assets
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan sits in the top 10% of all filed plans by assets, $79M for 1,241 participants (~$63,918/participant), up 10.2% in 2023.
- #15,837
- in Manufacturing (18,722 peers)
- +10.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan's outsized position by total assets
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,322,778 Top 10% higher than 90% 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
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings 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-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan lands in the large band (1,241 participants).
Form 5500 schedule snapshot
Filing strip 852687843 · Emprise Group, Inc. PY 2023 · 401(k)
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan · $79M · 1,241 · 90th
- EOY $79M
- 5500 1,241
- ASSETS 90th
- PCT 401(k)
- EIN near Anesthesiologists Associated, PC 401(k) Profit Sharing Retirement Plan
- RANK ind #15837
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 Manufacturing retirement plans → · Plans in Missouri →
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $7M |
| Employer EIN | 852687843 |
| Plan Effective Date | 1999-08-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emprise Group, Inc.)
Sponsor-wide plan assets over time
All Emprise Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 19.69101614519149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,030 | $106M |
| 2023 | 3 | 3,019 | $396M |
| 2024 | 1 | 1,158 | $85M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Anesthesiologists Associated, PC 401(k) Profit Sharing Retirement Plan in AL ($79M); by covered participants it is Grail 401(k) Plan in CA (1,241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,241 participants); asset peers above are excluded.
- Grail 401(k) Plan (CA) 1,241 · 0 off
- Hexpol Retirement Savings Plan (OH) 1,241 · 0 off
- The Pictsweet Company 401(k) Retirement Plan (TN) 1,241 · 0 off
- Champion Laboratories, Inc. 401(k) Retirement Plan (OH) 1,241 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.