401(k) · DOL Form 5500 · 2023

Nvwm, LLC D/B/a Ventura Wealth Management 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$332,519
Avg per participant High balance/head
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Official DOL plan name: Ventura Wealth Management Profit Sharing Plan · Sponsored by Nvwm, LLC D/B/a Ventura Wealth Management · Pennsylvania · Finance & Insurance

$3M in assets, 8 participants

Nvwm, LLC D/B/a Ventura Wealth Management's Ventura Wealth Management Profit Sharing Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,092 in Finance & Insurance (8,869 peers)

Nvwm, LLC D/B/a Ventura Wealth Management multi-year trail

Nvwm, LLC D/B/a Ventura Wealth Management's plans moved +61.0% in assets from 2022 to 2024; this filing shows Ventura Wealth Management Profit Sharing Plan at $3M / 8 participants.

#2,092
in Finance & Insurance (8,869 peers)
+29.9%
assets growth YoY

Ventura Wealth Management Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Ventura Wealth Management Profit Sharing Plan vs every filed plan by assets

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

$2,660,155 34th percentile higher than 34% 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

Ventura Wealth Management Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ventura Wealth Management Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ventura Wealth Management Profit Sharing Plan reported net income rose from -$386K in the plan year 2022 filing to $612K in the plan year 2023 filing.
  • Ventura Wealth Management Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ventura Wealth Management Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201813672 · Nvwm, LLC D/B/a Ventura Wealth Management PY 2023 · 401(k)

Ventura Wealth Management Profit Sharing Plan · $3M · 8 · 34th

  • ASSETS $3M
  • PCT 8
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Aurora Machine 401(k) Savings Plan
  • IND ind #2092

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Ventura Wealth Management Profit Sharing Plan in the asset neighbourhood

Ventura Wealth Management Profit Sharing PlanVentura Wealth Management Pr…$3MAurora Machine 401(k) Savings PlanAurora Machine 401(k) Saving…$3MSmallwood Management Co LLC 401(k) PlanSmallwood Management Co LLC …$3MDbw 401(k)$3MHi-Noon Petroleum, Inc. 401(k) PlanHi-Noon Petroleum, Inc. 401(…$3M
End-of-year total assets ($M) among Ventura Wealth Management Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nvwm, LLC D/B/a Ventura Wealth Management multi-year asset trail

Sponsor-wide plan assets over time

All Nvwm, LLC D/B/a Ventura Wealth Management plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.00992156698059% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.05M $3.3M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 8 $3M
2024 1 8 $3M

Nvwm, LLC D/B/a Ventura Wealth Management filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$612K
Employer EIN201813672
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Ventura Wealth Management Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Ventura Wealth Management Profit Sharing Plan, Total assets ($B): 0.002660155 · Participants: 8Ventura Wealth Management Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Ventura Wealth Management Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ventura Wealth Management Profit Sharing Plan side-by-side with 3 peers →

Ventura Wealth Management Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aurora Machine 401(k) Savings Plan in NY ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Ventura Wealth Management Profit Sharing Plan assets move in 2023? ▼
Ventura Wealth Management Profit Sharing Plan grew sharply - up 29.9% during 2023, from $2M to $3M. Reported net income was $612K.
How have Nvwm, LLC D/B/a Ventura Wealth Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nvwm, LLC D/B/a Ventura Wealth Management's sponsor-wide assets grew 61.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Ventura Wealth Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aurora Machine 401(k) Savings Plan in NY ($3M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Ventura Wealth Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 201813672.

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.