401(k) · DOL Form 5500 · 2023

Vance & Rorrer PC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
45th
Percentile by assets National rank
$634,300
Avg per participant High balance/head
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Official DOL plan name: Vance & Rorrer Cpa PC Profit Sharing Plan · Sponsored by Vance & Rorrer PC · Virginia · Professional & Technical Services

$5M in assets, 8 participants

Vance & Rorrer PC's Vance & Rorrer Cpa PC Profit Sharing Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,644 in Professional & Technical Services (20,321 peers)

Vance & Rorrer PC multi-year trail

Vance & Rorrer PC's plans moved +19.7% in assets from 2022 to 2024; this filing shows Vance & Rorrer Cpa PC Profit Sharing Plan at $5M / 8 participants.

#8,644
in Professional & Technical Services (20,321 peers)
+10.8%
assets growth YoY

Vance & Rorrer Cpa PC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Vance & Rorrer Cpa PC Profit Sharing Plan vs every filed plan by assets

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

$5,074,397 45th percentile higher than 45% 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

Vance & Rorrer Cpa PC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vance & Rorrer Cpa PC Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vance & Rorrer Cpa PC Profit Sharing Plan reported net income rose from $335K in the plan year 2022 filing to $494K in the plan year 2023 filing.
  • Vance & Rorrer Cpa PC Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541285224 · Vance & Rorrer PC PY 2023 · 401(k)

Vance & Rorrer Cpa PC Profit Sharing Plan · $5M · 8 · 45th

  • BOOK $5M
  • VS-ST 8
  • BOY 45th
  • SCH 401(k)
  • EBSA near Lcd Elevator Repair Inc. 401(k) Profit Sharing Plan
  • PART ind #8644

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 Virginia →

Vance & Rorrer Cpa PC Profit Sharing Plan in the asset neighbourhood

Claw/Southeastern Timber 401(k) Savings PlanClaw/Southeastern Timber 401…$5MVance & Rorrer Cpa PC Profit Sharing PlanVance & Rorrer Cpa PC Profit…$5MLcd Elevator Repair Inc. 401(k) Profit Sharing PlanLcd Elevator Repair Inc. 401…$5MFarmers Investment Co. 401(k) Savings Plan and TrustFarmers Investment Co. 401(k…$5M403(b) Thrift Plan for Employees of Community Development Corporation of Long Island403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among Vance & Rorrer Cpa PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vance & Rorrer PC multi-year asset trail

Sponsor-wide plan assets over time

All Vance & Rorrer PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.674825219865667% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.58M $5.48M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $5M
2024 1 8 $5M

Vance & Rorrer PC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$494K
Employer EIN541285224
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Vance & Rorrer Cpa PC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vance & Rorrer Cpa PC Profit Sharing Plan, Total assets ($B): 0.005074397 · Participants: 8Vance & Rorrer Cpa PC Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Vance & Rorrer Cpa PC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Vance & Rorrer Cpa PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Lcd Elevator Repair Inc. 401(k) Profit Sharing Plan in NY ($5M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

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 Vance & Rorrer Cpa PC Profit Sharing Plan assets move in 2023?
Vance & Rorrer Cpa PC Profit Sharing Plan grew at a solid clip - up 10.8% during 2023, from $5M to $5M. Reported net income was $494K.
How have Vance & Rorrer PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Vance & Rorrer PC's sponsor-wide assets grew 19.7%, from $5M to $5M.
Which 401(k) plans are similar in size to Vance & Rorrer Cpa PC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Lcd Elevator Repair Inc. 401(k) Profit Sharing Plan in NY ($5M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Vance & Rorrer Cpa PC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).