401(k) · DOL Form 5500 · 2024

Virtualcfo, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
69
Participants Small participant base
55th
Percentile by assets National rank
$140,009
Avg per participant Near avg balance/head
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Official DOL plan name: Virtualcfo, Inc. Retirement Savings Plan · Sponsored by Virtualcfo, Inc. · Texas · Professional & Technical Services

$10M in assets, 69 participants

Virtualcfo, Inc.'s Virtualcfo, Inc. Retirement Savings Plan reported $10M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,748 in Professional & Technical Services (20,173 peers)

Virtualcfo, Inc. multi-year trail

Virtualcfo, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows Virtualcfo, Inc. Retirement Savings Plan at $10M / 69 participants.

#10,748
in Professional & Technical Services (20,173 peers)
-0.9%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Virtualcfo, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Virtualcfo, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,660,642 Top 45% higher than 55% of 123,620 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 2024

Virtualcfo, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virtualcfo, Inc. Retirement Savings Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Virtualcfo, Inc. Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$91K in the plan year 2024 filing.
  • Virtualcfo, Inc. Retirement Savings Plan reported participants rose from 66 in the plan year 2023 filing to 69 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 742891117 · Virtualcfo, Inc. PY 2024 · 401(k)

Virtualcfo, Inc. Retirement Savings Plan · $10M · 69 · 55th

  • VS-ST $10M
  • BOY 69
  • SCH 55th
  • EBSA 401(k)
  • PART near Jeron Employees' 401(k) Profit Sharing Plan
  • TYPE ind #10748

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 →

Virtualcfo, Inc. Retirement Savings Plan in the asset neighbourhood

Virtualcfo, Inc. Retirement Savings PlanVirtualcfo, Inc. Retirement …$10MJeron Employees' 401(k) Profit Sharing PlanJeron Employees' 401(k) Prof…$10MKen Caryl Glass, Inc. 401(k) PlanKen Caryl Glass, Inc. 401(k)…$10MApple 401(k) Savings Plan$10MEagle Construction of Va, LLC 401(k) PlanEagle Construction of Va, LL…$10M
End-of-year total assets ($M) among Virtualcfo, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virtualcfo, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Virtualcfo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.572352578224884% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.76M $9.66M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 53 $8M
2023 1 66 $10M
2024 1 69 $10M

Virtualcfo, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$91K
Employer EIN742891117
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Virtualcfo, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Virtualcfo, Inc. Retirement Savings Plan, Total assets ($B): 0.009660642 · Participants: 69Virtualcfo, Inc. Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Virtualcfo, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Virtualcfo, Inc. Retirement Savings Plan side-by-side with 3 peers →

Virtualcfo, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jeron Employees' 401(k) Profit Sharing Plan in IL ($10M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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.

Frequently Asked Questions

How did Virtualcfo, Inc. Retirement Savings Plan assets move in 2024? ▼
Virtualcfo, Inc. Retirement Savings Plan held essentially flat - down 0.9% during 2024, from $10M to $10M. Reported net income was -$91K.
How have Virtualcfo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virtualcfo, Inc.'s sponsor-wide assets grew 24.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Virtualcfo, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jeron Employees' 401(k) Profit Sharing Plan in IL ($10M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Virtualcfo, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742891117.

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.