401(k) · DOL Form 5500 · 2024

Vested in Management LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
38
Participants Small participant base
35th
Percentile by assets National rank
$84,439
Avg per participant Below avg balance/head
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Official DOL plan name: Vested in Management, 401(k) Plan · Sponsored by Vested in Management LP · Texas · Professional & Technical Services

$3M in assets, 38 participants

Vested in Management LP's Vested in Management, 401(k) Plan reported $3M in total assets and 38 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.

  • #6,373 in Professional & Technical Services (20,173 peers)

Vested in Management LP multi-year trail

Vested in Management LP's plans moved +42.3% in assets from 2022 to 2024; this filing shows Vested in Management, 401(k) Plan at $3M / 38 participants.

#6,373
in Professional & Technical Services (20,173 peers)
+16.9%
assets growth YoY

Vested in Management, 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Vested in Management, 401(k) Plan vs every filed plan by assets

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

$3,208,690 35th percentile higher than 35% 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

Vested in Management, 401(k) 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. Vested in Management, 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vested in Management, 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Vested in Management, 401(k) Plan reported net income fell from $490K in the plan year 2023 filing to $464K in the plan year 2024 filing.
  • Vested in Management, 401(k) Plan reported participants fell from 39 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752965680 · Vested in Management LP PY 2024 · 401(k)

Vested in Management, 401(k) Plan · $3M · 38 · 35th

  • IND $3M
  • EOY 38
  • 5500 35th
  • ASSETS 401(k)
  • PCT near Pezzetti, Vermetten & Popovits, P.C. 401(k) Plan
  • EIN ind #6373

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 →

Vested in Management, 401(k) Plan in the asset neighbourhood

Vested in Management, 401(k) PlanVested in Management, 401(k)…$3MPezzetti, Vermetten & Popovits, P.C. 401(k) PlanPezzetti, Vermetten & Popovi…$3MPoindexter Nut Company , Inc. 401(k) Profit Sharing PlanPoindexter Nut Company , Inc…$3MR.a. Rodriguez, Inc. 401(k) Retirement PlanR.a. Rodriguez, Inc. 401(k) …$3MPb&j Restaurants, Inc. Employees 401(k) PlanPb&j Restaurants, Inc. Emplo…$3M
End-of-year total assets ($M) among Vested in Management, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vested in Management LP multi-year asset trail

Sponsor-wide plan assets over time

All Vested in Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.30902625320769% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $3.21M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 39 $3M
2024 1 38 $3M

Vested in Management LP filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$464K
Employer EIN752965680
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Vested in Management, 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vested in Management, 401(k) Plan, Total assets ($B): 0.00320869 · Participants: 38Vested in Management, 401(k) 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
Vested in Management, 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Vested in Management, 401(k) Plan side-by-side with 3 peers →

Vested in Management, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pezzetti, Vermetten & Popovits, P.C. 401(k) Plan in MI ($3M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

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 Vested in Management, 401(k) Plan assets move in 2024? ▼
Vested in Management, 401(k) Plan grew sharply - up 16.9% during 2024, from $3M to $3M. Reported net income was $464K.
How have Vested in Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vested in Management LP's sponsor-wide assets grew 42.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Vested in Management, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pezzetti, Vermetten & Popovits, P.C. 401(k) Plan in MI ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Vested in Management, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 752965680.

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.