401(k) · DOL Form 5500 · 2024
Vftc Tr Lori S. Chinitz 401(k) Plan
Data updated 2026-08-25
- $606K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $605,731
- Avg per participant High balance/head
Official DOL plan name: Vftc Tr Lori S. Chinitz Individual 401(k) · Sponsored by Vftc Tr Lori S. Chinitz · New York · Healthcare & Social Assistance
$606K in assets, 1 participants
Vftc Tr Lori S. Chinitz's Vftc Tr Lori S. Chinitz Individual 401(k) reported $606K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,466 in Healthcare & Social Assistance (16,916 peers)
Vftc Tr Lori S. Chinitz multi-year trail
Vftc Tr Lori S. Chinitz's plans moved +48.3% in assets from 2022 to 2024; this filing shows Vftc Tr Lori S. Chinitz Individual 401(k) at $606K / 1 participant.
- #2,466
- in Healthcare & Social Assistance (16,916 peers)
- +22.6%
- assets growth YoY
Vftc Tr Lori S. Chinitz Individual 401(k) among the smaller filed plans by assets
Vftc Tr Lori S. Chinitz Individual 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$605,731 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vftc Tr Lori S. Chinitz Individual 401(k) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vftc Tr Lori S. Chinitz Individual 401(k) is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vftc Tr Lori S. Chinitz Individual 401(k) reported net income rose from $86K in the plan year 2023 filing to $112K in the plan year 2024 filing.
- Vftc Tr Lori S. Chinitz Individual 401(k) end-of-year assets rose from $494K in the plan year 2023 filing to $606K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203484385 · Vftc Tr Lori S. Chinitz PY 2024 · 401(k)
Vftc Tr Lori S. Chinitz Individual 401(k) · $606K · 1 · 19th
- EBSA $606K
- EBSA 1
- EBSA 19th
- EBSA 401(k)
- EBSA near Jc1 Corp 401(k) Profit Sharing Plan
- EBSA ind #2466
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Vftc Tr Lori S. Chinitz Individual 401(k) in the asset neighbourhood
Vftc Tr Lori S. Chinitz multi-year asset trail
Sponsor-wide plan assets over time
All Vftc Tr Lori S. Chinitz plans reported in each filing year
- Latest sponsor-wide plan assets
- $606K 48.34422327148763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $408K |
| 2023 | 1 | 1 | $494K |
| 2024 | 1 | 1 | $606K |
Vftc Tr Lori S. Chinitz filing trail (2024)
| Total Assets (Beginning of Year) | $494K |
|---|---|
| Net Assets (End of Year) | $606K |
| Net Income | $112K |
| Employer EIN | 203484385 |
| Plan Effective Date | 2002-11-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Vftc Tr Lori S. Chinitz Individual 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Jc1 Corp 401(k) Profit Sharing Plan in MO ($606K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($606K here).
- Jc1 Corp 401(k) Profit Sharing Plan (MO) $606K · 5
- Soapbox Global Corp. Retirement Plan (OH) $606K · 2
- Scampi Ventures, Inc. 401(k) Plan (WA) $606K · N/A
- Sweat Dreamz, Inc. 401(k) Plan (AZ) $606K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.