401(k) · DOL Form 5500 · 2023

Vmg Holdings LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
271
Participants Below avg headcount
77th
Percentile by assets National rank
$97,561
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Vmg Holdings LLC · Texas · Professional & Technical Services

$26M in assets, 271 participants

Vmg Holdings LLC's Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust reported $26M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,796 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust covers 271 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#15,796
in Professional & Technical Services (20,321 peers)
+37.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$26,438,952 Top 23% higher than 77% 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

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust 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. Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 180 in the plan year 2022 filing to 271 in the plan year 2023 filing.
  • Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475118322 · Vmg Holdings LLC PY 2023 · 401(k)

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust · $26M · 271 · 77th

  • SCH $26M
  • SCH 271
  • SCH 77th
  • SCH 401(k)
  • SCH near Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust
  • SCH ind #15796

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 Texas →

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Vmg Holdings LLC 401(k) Profit Sharing Plan & TrustVmg Holdings LLC 401(k) Prof…$26MPremier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & TrustPremier Medical Group of the…$26MAireco Supply 401(k) Profit Sharing PlanAireco Supply 401(k) Profit …$26MKbc, Inc. 401(k) Plan$26MLucas, Horsfall, Murphy & Pindroh, LLP 401(k) PlanLucas, Horsfall, Murphy & Pi…$26M
End-of-year total assets ($M) among Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN475118322
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vmg Holdings LLC)

Sponsor-wide plan assets over time

All Vmg Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 76.83452847046713% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.2M $34M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 180 $19M
2023 1 271 $26M
2024 1 262 $34M

Nearby 401(k) Plans in Texas

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

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.026438952 · Participants: 271Vmg Holdings LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust in NY ($26M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust surged - up 37.7% during 2023, from $19M to $26M. Reported net income was $7M.
How have Vmg Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vmg Holdings LLC's sponsor-wide assets grew 76.8%, from $19M to $34M.
Where does Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust ranks in the 77th 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 Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust in NY ($26M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Vmg Holdings LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 475118322.

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.