401(k) · DOL Form 5500 · 2023

Vonlehman & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
128
Participants Small participant base
79th
Percentile by assets National rank
$225,160
Avg per participant Above avg balance/head
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Official DOL plan name: Vonlehman & Co., Inc. Employee's Savings Plan · Sponsored by Vonlehman & Company, Inc. · Kentucky · Professional & Technical Services

$29M in assets, 128 participants

Vonlehman & Company, Inc.'s Vonlehman & Co., Inc. Employee's Savings Plan reported $29M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,065 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Vonlehman & Co., Inc. Employee's Savings Plan covers 128 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $29M.

#16,065
in Professional & Technical Services (20,321 peers)
+11.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vonlehman & Co., Inc. Employee's Savings Plan's outsized position by total assets

Vonlehman & Co., Inc. Employee's Savings Plan vs every filed plan by assets

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

$28,820,500 Top 21% higher than 79% 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

Vonlehman & Co., Inc. Employee's Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vonlehman & Co., Inc. Employee's Savings Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vonlehman & Co., Inc. Employee's Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Vonlehman & Co., Inc. Employee's Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Vonlehman & Co., Inc. Employee's Savings Plan reported participants fell from 132 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310905417 · Vonlehman & Company, Inc. PY 2023 · 401(k)

Vonlehman & Co., Inc. Employee's Savings Plan · $29M · 128 · 79th

  • EBSA $29M
  • EBSA 128
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Climateworks Foundation Retirement Trust
  • EBSA ind #16065

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Vonlehman & Co., Inc. Employee's Savings Plan in the asset neighbourhood

Vonlehman & Co., Inc. Employee's Savings PlanVonlehman & Co., Inc. Employ…$29MClimateworks Foundation Retirement TrustClimateworks Foundation Reti…$29MMassillon Cable T.V., Inc. Profit Sharing PlanMassillon Cable T.V., Inc. P…$29MThompsongas LLC 401(k) Plan$29MSunland Asphalt and Construction Employees 401(k) Savings PlanSunland Asphalt and Construc…$29M
End-of-year total assets ($M) among Vonlehman & Co., Inc. Employee's Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN310905417
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vonlehman & Company, Inc.)

Sponsor-wide plan assets over time

All Vonlehman & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $25.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 132 $26M
2023 1 128 $29M
2024 1 141 N/A

Nearby 401(k) Plans in Kentucky

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

Vonlehman & Co., Inc. Employee's Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Vonlehman & Co., Inc. Employee's Savings Plan, Total assets ($B): 0.0288205 · Participants: 128Vonlehman & Co., Inc. Employee's Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Vonlehman & Co., Inc. Employee's Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Vonlehman & Co., Inc. Employee's Savings Plan side-by-side with 3 peers →

Vonlehman & Co., Inc. Employee's Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Climateworks Foundation Retirement Trust in CA ($29M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Vonlehman & Co., Inc. Employee's Savings Plan assets move in 2023? ▼
Vonlehman & Co., Inc. Employee's Savings Plan grew at a solid clip - up 11.7% during 2023, from $26M to $29M. Reported net income was $3M.
Where does Vonlehman & Co., Inc. Employee's Savings Plan rank by assets among Form 5500 filers? ▼
Vonlehman & Co., Inc. Employee's Savings Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vonlehman & Co., Inc. Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Climateworks Foundation Retirement Trust in CA ($29M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Vonlehman & Co., Inc. Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 310905417.

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.