401(k) · DOL Form 5500 · 2024

Confluence Business Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$267K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$133,687
Avg per participant Near avg balance/head
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Official DOL plan name: Confluence Business Ventures, Inc. 401(k) Plan · Sponsored by Confluence Business Ventures, Inc. · Wisconsin · Food Services & Accommodation

$267K in assets, 2 participants

Confluence Business Ventures, Inc.'s Confluence Business Ventures, Inc. 401(k) Plan reported $267K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,199 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Confluence Business Ventures, Inc. 401(k) Plan ranks #1,199 of 3,672 2024 filers by assets (7318% of the sector average)-$267K for 2 participants.

#1,199
in Food Services & Accommodation (3,672 peers)
-15.0%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Confluence Business Ventures, Inc. 401(k) Plan among the smaller filed plans by assets

Confluence Business Ventures, Inc. 401(k) Plan vs every filed plan by assets

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

$267,373 13th percentile higher than 13% 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

Confluence Business Ventures, Inc. 401(k) 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. Confluence Business Ventures, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Confluence Business Ventures, Inc. 401(k) Plan reported net income fell from -$18K in the plan year 2023 filing to -$47K in the plan year 2024 filing.
  • Confluence Business Ventures, Inc. 401(k) Plan end-of-year assets fell from $314K in the plan year 2023 filing to $267K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871703110 · Confluence Business Ventures, Inc. PY 2024 · 401(k)

Confluence Business Ventures, Inc. 401(k) Plan · $267K · 2 · 13th

  • EBSA $267K
  • PART 2
  • TYPE 13th
  • NET 401(k)
  • BOOK near Hart Enterprises, Inc. 401(k) Plan
  • VS-ST ind #1199

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Confluence Business Ventures, Inc. 401(k) Plan in the asset neighbourhood

Confluence Business Ventures, Inc. 401(k) PlanConfluence Business Ventures…$267KHart Enterprises, Inc. 401(k) PlanHart Enterprises, Inc. 401(k…$267KT & D Ac, Inc. 401(k) Profit Sharing PlanT & D Ac, Inc. 401(k) Profit…$267KEyw Group, Inc. 401(k) Plan$267KSeco Corp. 401(k) Plan$267K
End-of-year total assets ($M) among Confluence Business Ventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$314K
Net Assets (End of Year)$267K
Net Income-$47K
Employer EIN871703110
Plan Effective Date2021-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Business Ventures, Inc.)

Sponsor-wide plan assets over time

All Confluence Business Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267K 19.589486030495323% vs 2022
2024 filing year
$0.26M$0.28M$0.3M$0.32M$0.34M 202220232024 $0.33M $0.27M ▼ -18.2%
Year Plans Participants Total Assets
2022 1 1 $333K
2023 1 2 $314K
2024 1 2 $267K

Nearby 401(k) Plans in Wisconsin

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

Confluence Business Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Confluence Business Ventures, Inc. 401(k) Plan, Total assets ($B): 0.000267373 · Participants: 2Confluence Business Ventures, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Confluence Business Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Confluence Business Ventures, Inc. 401(k) Plan side-by-side with 3 peers →

Confluence Business Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hart Enterprises, Inc. 401(k) Plan in PA ($267K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($267K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Confluence Business Ventures, Inc. 401(k) Plan assets move in 2024? ▼
Confluence Business Ventures, Inc. 401(k) Plan pulled back noticeably - down 15.0% during 2024, from $314K to $267K. Reported net income was -$47K.
How have Confluence Business Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluence Business Ventures, Inc.'s sponsor-wide assets declined 19.6%, from $333K to $267K.
Where does Confluence Business Ventures, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Confluence Business Ventures, Inc. 401(k) Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Confluence Business Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hart Enterprises, Inc. 401(k) Plan in PA ($267K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Confluence Business Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 871703110.

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.