401(k) · DOL Form 5500 · 2023

Ventra Ionia LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
897
Participants Near avg headcount
76th
Percentile by assets National rank
$27,128
Avg per participant Low balance/head
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Official DOL plan name: Ventra Ionia Union #436 401(k) Plan · Sponsored by Ventra Ionia LLC · Illinois · Manufacturing

$24M in assets, 897 participants

Ventra Ionia LLC's Ventra Ionia Union #436 401(k) Plan reported $24M in total assets and 897 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,515 in Manufacturing (18,722 peers)

Where Ventra Ionia Union #436 401(k) Plan sits by assets

Ventra Ionia Union #436 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 897 participants (~$27,128/participant), up 12.8% in 2023.

#12,515
in Manufacturing (18,722 peers)
+12.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ventra Ionia Union #436 401(k) Plan's outsized position by total assets

Ventra Ionia Union #436 401(k) Plan vs every filed plan by assets

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

$24,333,375 Top 24% higher than 76% 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

Ventra Ionia Union #436 401(k) 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. Ventra Ionia Union #436 401(k) Plan sits mid-pack in the medium band (897 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ventra Ionia Union #436 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ventra Ionia Union #436 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ventra Ionia Union #436 401(k) Plan reported participants fell from 1,015 in the plan year 2022 filing to 897 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270385504 · Ventra Ionia LLC PY 2023 · 401(k)

Ventra Ionia Union #436 401(k) Plan · $24M · 897 · 76th

  • EOY $24M
  • 5500 897
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Grimm & Parker 401(k) and Profit Sharing Plan
  • RANK ind #12515

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 Manufacturing retirement plans → · Plans in Illinois →

Ventra Ionia Union #436 401(k) Plan in the asset neighbourhood

Kelley Automotive Group, LLC 401(k) PlanKelley Automotive Group, LLC…$24MMinster Bank Profit Sharing PlanMinster Bank Profit Sharing …$24MVentra Ionia Union #436 401(k) PlanVentra Ionia Union #436 401(…$24MGrimm & Parker 401(k) and Profit Sharing PlanGrimm & Parker 401(k) and Pr…$24MThe Bank of Greene County Employees' Savings & Profit Sharing Plan and TrustThe Bank of Greene County Em…$24M
End-of-year total assets ($M) among Ventra Ionia Union #436 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN270385504
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ventra Ionia LLC)

Sponsor-wide plan assets over time

All Ventra Ionia LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.601897769982184% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.6M $28.2M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 1,015 $22M
2023 1 897 $24M
2024 1 981 $28M

Nearby 401(k) Plans in Illinois

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

Ventra Ionia Union #436 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ventra Ionia Union #436 401(k) Plan, Total assets ($B): 0.024333375 · Participants: 897Ventra Ionia Union #436 401(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
Ventra Ionia Union #436 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ventra Ionia Union #436 401(k) Plan side-by-side with 3 peers →

Ventra Ionia Union #436 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Grimm & Parker 401(k) and Profit Sharing Plan in MD ($24M); by covered participants it is Plastic Ingenuity, Inc. Profit Sharing and Savings Plan in WI (897 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (897 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 Ventra Ionia Union #436 401(k) Plan assets move in 2023? ▼
Ventra Ionia Union #436 401(k) Plan grew at a solid clip - up 12.8% during 2023, from $22M to $24M. Reported net income was $3M.
How have Ventra Ionia LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ventra Ionia LLC's sponsor-wide assets grew 30.6%, from $22M to $28M.
Where does Ventra Ionia Union #436 401(k) Plan rank by assets among Form 5500 filers? ▼
Ventra Ionia Union #436 401(k) Plan ranks in the 76th 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 Ventra Ionia Union #436 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grimm & Parker 401(k) and Profit Sharing Plan in MD ($24M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Ventra Ionia Union #436 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plastic Ingenuity, Inc. Profit Sharing and Savings Plan in WI (897 participants, $137M 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 270385504.

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.