401(k) · DOL Form 5500 · 2022

Ca Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
734
Participants Near avg headcount
83rd
Percentile by assets National rank
$40,033
Avg per participant Low balance/head
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Official DOL plan name: Ca Ventures 401(k) Plan · Sponsored by Ca Ventures, LLC · Illinois · Real Estate

$29M in assets, 734 participants

Ca Ventures, LLC's Ca Ventures 401(k) Plan reported $29M in total assets and 734 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,674 in Real Estate (5,057 peers)

Where Ca Ventures 401(k) Plan sits by assets

Ca Ventures 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 734 participants (~$40,033/participant), down 6.8% in 2022.

#4,674
in Real Estate (5,057 peers)
-6.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ca Ventures 401(k) Plan's outsized position by total assets

Ca Ventures 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,383,931 Top 17% higher than 83% of 139,123 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 2022

Ca Ventures 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ca Ventures 401(k) Plan sits mid-pack in the medium band (734 participants).

EBSA filing schedule strip

Filing strip 462691607 · Ca Ventures, LLC PY 2022 · 401(k)

Ca Ventures 401(k) Plan · $29M · 734 · 83rd

  • IND $29M
  • EOY 734
  • 5500 83rd
  • ASSETS 401(k)
  • PCT near Sumo Logic, Inc. Retirement Savings Plan
  • EIN ind #4674

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 Real Estate retirement plans → · Plans in Illinois →

Ca Ventures 401(k) Plan in the asset neighbourhood

U.S. Cotton, LLC Retirement Savings PlanU.S. Cotton, LLC Retirement …$29MOoma, Inc. 401(k) Plan$29MPanattoni Development Company, Inc. 401(k) PlanPanattoni Development Compan…$29MCa Ventures 401(k) Plan$29MSumo Logic, Inc. Retirement Savings PlanSumo Logic, Inc. Retirement …$29M
End-of-year total assets ($M) among Ca Ventures 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN462691607
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ca Ventures, LLC)

Sponsor-wide plan assets over time

All Ca Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 35.042625848801514% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $29.4M $19.1M ▼ -35.0%
Year Plans Participants Total Assets
2022 1 734 $29M
2023 1 1,332 $37M
2024 1 864 $19M

Nearby 401(k) Plans in Illinois

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

Ca Ventures 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ca Ventures 401(k) Plan, Total assets ($B): 0.029383931 · Participants: 734Ca Ventures 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Ca Ventures 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Ca Ventures 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sumo Logic, Inc. Retirement Savings Plan in CA ($29M); by covered participants it is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (734 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (734 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ca Ventures 401(k) Plan assets move in 2022?
Ca Ventures 401(k) Plan pulled back noticeably - down 6.8% during 2022, from $32M to $29M. Reported net income was -$2M.
How have Ca Ventures, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ca Ventures, LLC's sponsor-wide assets declined 35.0%, from $29M to $19M.
Where does Ca Ventures 401(k) Plan rank by assets among Form 5500 filers?
Ca Ventures 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ca Ventures 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sumo Logic, Inc. Retirement Savings Plan in CA ($29M, 591 participants).
Which 401(k) plans cover a similar participant headcount to Ca Ventures 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (734 participants, $11M in assets).