401(k)
2023 plan-year 401(k) DOL Form 5500

VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VOCATIONAL DEVELOPMENT GROUP, LLC

This 401(k) plan holds $4M in total assets and serves 750 participants as of 2023. It is sponsored by VOCATIONAL DEVELOPMENT GROUP, LLC in Florida. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$4M
Participants
750
State
Industry
Healthcare & Social Assistance

What the Filing Says About VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by VOCATIONAL DEVELOPMENT GROUP, LLC, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 750 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 475420155, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $4M at year-end — a gain of 67.8%. Net assets (after liabilities) closed the year at $4M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$1M
Plan Type401(k)
Employer EIN475420155
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VOCATIONAL DEVELOPMENT GROUP, LLC)

Year Plans Participants Total Assets
2022 1 715 $2M
2023 1 750 $4M
2024 1 484 $4M

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Frequently Asked Questions

How much money is in the VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST?
As of the 2023 Form 5500 filing, VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST holds $4M in total assets with 750 participants. It is sponsored by VOCATIONAL DEVELOPMENT GROUP, LLC.
What type of plan is VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST?
VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 475420155.
Who sponsors the VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST?
VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST is sponsored by VOCATIONAL DEVELOPMENT GROUP, LLC, located in Florida. The sponsor's EIN is 475420155 and the plan operates in the Healthcare & Social Assistance industry.
How did VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST perform in 2023?
VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST grew by 67.8% during 2023, moving from $2M to $4M in total assets. Net income was $1M.
Where can I find official filings for VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 475420155 or plan name at efast.dol.gov.
How does VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 475420155.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.