401(k) · DOL Form 5500 · 2024

Vance Risk Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$104K
Total assets Small plan by assets
3
Participants Small participant base
6th
Percentile by assets National rank
$34,536
Avg per participant Low balance/head
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Official DOL plan name: Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan · Sponsored by Vance Risk Consultants, Inc. · Florida · Finance & Insurance

$104K in assets, 3 participants

Vance Risk Consultants, Inc.'s Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan reported $104K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #293 in Finance & Insurance (8,549 peers)

2024 asset change

Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan declined sharply 16.1% in 2024 ($124K → $104K) for 3 participants.

#293
in Finance & Insurance (8,549 peers)
-16.1%
assets change YoY

The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$103,608 6th percentile higher than 6% 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

Vance Risk Consultants, Inc. 401(k) 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. Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan reported net income fell from $17K in the plan year 2023 filing to -$20K in the plan year 2024 filing.
  • Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $124K in the plan year 2023 filing to $104K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 473673721 · Vance Risk Consultants, Inc. PY 2024 · 401(k)

Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan · $104K · 3 · 6th

  • PART $104K
  • PART 3
  • PART 6th
  • PART 401(k)
  • PART near Gritty Wit and Feist Co. 401(k) Plan
  • PART ind #293

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 Florida →

Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Vance Risk Consultants, Inc. 401(k) Profit Sharing PlanVance Risk Consultants, Inc.…$104KGritty Wit and Feist Co. 401(k) PlanGritty Wit and Feist Co. 401…$104KMoody Restaurant Group Inc 401(k) PlanMoody Restaurant Group Inc 4…$104KHobbee Enterprises, Inc. 401(k) PlanHobbee Enterprises, Inc. 401…$104KMwg Holdings Group, Inc. 401(k) PlanMwg Holdings Group, Inc. 401…$104K
End-of-year total assets ($M) among Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vance Risk Consultants, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Vance Risk Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104K 2.83318796950173% vs 2022
2024 filing year
$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.11M $0.1M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 3 $107K
2023 1 3 $124K
2024 1 3 $104K

2024 asset-move particulars

Total Assets (Beginning of Year)$124K
Net Assets (End of Year)$104K
Net Income-$20K
Employer EIN473673721
Plan Effective Date2015-04-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000103608 · Participants: 3Vance Risk Consultants, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gritty Wit and Feist Co. 401(k) Plan in GA ($104K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.1% during 2024, from $124K to $104K. Reported net income was -$20K.
How have Vance Risk Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vance Risk Consultants, Inc.'s sponsor-wide assets declined 2.8%, from $107K to $104K.
Where does Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan ranks in the 6th 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 Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gritty Wit and Feist Co. 401(k) Plan in GA ($104K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Vance Risk Consultants, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 473673721.

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.