401(k) · DOL Form 5500 · 2023

Vft Holdings LP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
62
Participants Small participant base
53rd
Percentile by assets National rank
$125,248
Avg per participant Near avg balance/head
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Official DOL plan name: Vivaldi Capital Management, LLC 401(k) Plan · Sponsored by Vft Holdings LP · Illinois · Finance & Insurance

$8M in assets, 62 participants

Vft Holdings LP's Vivaldi Capital Management, LLC 401(k) Plan reported $8M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,390 in Finance & Insurance (8,869 peers)

Vft Holdings LP multi-year trail

Vft Holdings LP's plans moved +77.3% in assets from 2022 to 2024; this filing shows Vivaldi Capital Management, LLC 401(k) Plan at $8M / 62 participants.

#3,390
in Finance & Insurance (8,869 peers)
+29.0%
assets growth YoY

Vivaldi Capital Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Vivaldi Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$7,765,387 Top 47% higher than 53% 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

Vivaldi Capital Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vivaldi Capital Management, LLC 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vivaldi Capital Management, LLC 401(k) Plan reported net income rose from $793K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Vivaldi Capital Management, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vivaldi Capital Management, LLC 401(k) Plan reported participants rose from 51 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471205673 · Vft Holdings LP PY 2023 · 401(k)

Vivaldi Capital Management, LLC 401(k) Plan · $8M · 62 · 53rd

  • PHOTO $8M
  • PHOTO 62
  • PHOTO 53rd
  • PHOTO 401(k)
  • PHOTO near Lawn Doctor, Inc. Employee Savings Plan
  • PHOTO ind #3390

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 Illinois →

Vivaldi Capital Management, LLC 401(k) Plan in the asset neighbourhood

Vivaldi Capital Management, LLC 401(k) PlanVivaldi Capital Management, …$8MLawn Doctor, Inc. Employee Savings PlanLawn Doctor, Inc. Employee S…$8MAntonini Freight Express, Inc. 401(k) & Profit Sharing PlanAntonini Freight Express, In…$8MBowery Farming 401(k) Plan$8MMme Consulting, Inc. 401(k) Profit Sharing PlanMme Consulting, Inc. 401(k) …$8M
End-of-year total assets ($M) among Vivaldi Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vft Holdings LP multi-year asset trail

Sponsor-wide plan assets over time

All Vft Holdings LP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 77.32020036661342% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.02M $10.7M ▲ +77.2%
Year Plans Participants Total Assets
2022 1 51 $6M
2023 1 62 $8M
2024 1 66 $11M

Vft Holdings LP filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN471205673
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Vivaldi Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Vivaldi Capital Management, LLC 401(k) Plan, Total assets ($B): 0.007765387 · Participants: 62Vivaldi Capital Management, LLC 401(k) 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
Vivaldi Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Vivaldi Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Vivaldi Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lawn Doctor, Inc. Employee Savings Plan in NJ ($8M); by covered participants it is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Vivaldi Capital Management, LLC 401(k) Plan assets move in 2023? ▼
Vivaldi Capital Management, LLC 401(k) Plan grew sharply - up 29.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Vft Holdings LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vft Holdings LP's sponsor-wide assets grew 77.3%, from $6M to $11M.
Which 401(k) plans are similar in size to Vivaldi Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawn Doctor, Inc. Employee Savings Plan in NJ ($8M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Vivaldi Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants, $800K 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 471205673.

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.