401(k) · DOL Form 5500 · 2023

Emprise Group, Inc. 401(k) Plan

Data updated 2026-08-11

$79M
Total assets: 1,241
Participants: 90th
Percentile by assets: $63,918
Avg per participant

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.

90th percentile by assets (of 127,072 plans)
#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.

$79M
total plan assets (2023 EOY): 1,241
covered participants: 90th
percentile by assets (of 127,072 plans): $63,918
avg assets per participant

State

Missouri

Industry

Manufacturing

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan vs the 2023 asset distribution

By assets, VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Emprise Group, Inc. plans on file

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.

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

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

Compare VI-Jon Personal Choice 401(k) Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan by total assets, not by location.

Anesthesiologists Associated, PC 401(k) Profit Sharing Retirement Plan (AL) $79M · 336
Challenge Mfg. Company Profit Sharing and Retirement Savings Plan (MI) $79M · 3,057
Nmc Group, Inc. 401(k) Retirement Plan (NE) $79M · 715
Ulteig Engineers, Inc. 401(k) Plan (ND) $79M · 930

Frequently Asked Questions

How did VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan assets move in 2023? ▼

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan grew at a solid clip - up 10.2% during 2023, from $72M to $79M. Reported net income was $7M.

How have Emprise Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Emprise Group, Inc.'s sponsor-wide assets declined 19.7%, from $106M to $85M.

Where does VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan rank by assets among Form 5500 filers? ▼

VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan ranks in the 90th 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-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Anesthesiologists Associated, PC 401(k) Profit Sharing Retirement Plan in AL ($79M, 336 participants).

Next read for VI-Jon Personal Choice 401(k) Retirement…

Scale reading

Ways to act on VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan's numbers.

By total assets, VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
Emprise Group, Inc.'s sponsor-wide assets have declined 19.7% since 2022 across 3 plan years on file. More Manufacturing plans

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 852687843.