401(k) · DOL Form 5500 · 2024
Nvwm, LLC D/B/a Ventura Wealth Management 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $412,158
- Avg per participant High balance/head
Official DOL plan name: Ventura Wealth Management Profit Sharing Plan · Sponsored by Nvwm, LLC D/B/a Ventura Wealth Management · Pennsylvania · Finance & Insurance
$3M in assets, 8 participants
Nvwm, LLC D/B/a Ventura Wealth Management's Ventura Wealth Management Profit Sharing Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,992 in Finance & Insurance (8,549 peers)
Nvwm, LLC D/B/a Ventura Wealth Management multi-year trail
Nvwm, LLC D/B/a Ventura Wealth Management's plans moved +61.0% in assets from 2022 to 2024; this filing shows Ventura Wealth Management Profit Sharing Plan at $3M / 8 participants.
- #1,992
- in Finance & Insurance (8,549 peers)
- +23.9%
- assets growth YoY
Ventura Wealth Management Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Ventura Wealth Management Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,297,261 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ventura Wealth Management Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ventura Wealth Management Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ventura Wealth Management Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 201813672 · Nvwm, LLC D/B/a Ventura Wealth Management PY 2024 · 401(k)
Ventura Wealth Management Profit Sharing Plan · $3M · 8 · 35th
- SCH $3M
- SCH 8
- SCH 35th
- SCH 401(k)
- SCH near Brody and Associates PA 401(k) Profit Sharing Plan & Trust
- SCH ind #1992
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Ventura Wealth Management Profit Sharing Plan in the asset neighbourhood
Nvwm, LLC D/B/a Ventura Wealth Management multi-year asset trail
Sponsor-wide plan assets over time
All Nvwm, LLC D/B/a Ventura Wealth Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 61.00992156698059% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 8 | $3M |
Nvwm, LLC D/B/a Ventura Wealth Management filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $637K |
| Employer EIN | 201813672 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Ventura Wealth Management Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Brody and Associates PA 401(k) Profit Sharing Plan & Trust in FL ($3M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.