401(k) · DOL Form 5500 · 2024
The Vernon Company 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $233,740
- Avg per participant Above avg balance/head
Official DOL plan name: The Vernon Investment and Retirement Plan for Field Salespersons · Sponsored by The Vernon Company · Iowa · Wholesale Trade
$20M in assets, 86 participants
The Vernon Company's The Vernon Investment and Retirement Plan for Field Salespersons reported $20M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,043 in Wholesale Trade (6,080 peers)
2024 asset change
The Vernon Investment and Retirement Plan for Field Salespersons grew sharply 17.1% in 2024 ($17M → $20M) for 86 participants.
- #4,043
- in Wholesale Trade (6,080 peers)
- +17.1%
- assets growth YoY
The Vernon Investment and Retirement Plan for Field Salespersons's outsized position by total assets
The Vernon Investment and Retirement Plan for Field Salespersons vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,101,647 Top 30% higher than 70% 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
The Vernon Investment and Retirement Plan for Field Salespersons among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Vernon Investment and Retirement Plan for Field Salespersons is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Vernon Investment and Retirement Plan for Field Salespersons reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Vernon Investment and Retirement Plan for Field Salespersons end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- The Vernon Investment and Retirement Plan for Field Salespersons reported participants fell from 91 in the plan year 2023 filing to 86 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 420649215 · The Vernon Company PY 2024 · 401(k)
The Vernon Investment and Retirement Plan for Field Salespersons · $20M · 86 · 70th
- EOY $20M
- EOY 86
- EOY 70th
- EOY 401(k)
- EOY near Sourcebooks, LLC 401(k) Plan
- EOY ind #4043
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 Wholesale Trade retirement plans → · Plans in Iowa →
The Vernon Investment and Retirement Plan for Field Salespersons in the asset neighbourhood
The Vernon Company years around the 2024 move
Sponsor-wide plan assets over time
All The Vernon Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 8.191969790275659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 212 | $33M |
| 2023 | 2 | 206 | $36M |
| 2024 | 2 | 207 | $36M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 420649215 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
The Vernon Investment and Retirement Plan for Field Salespersons's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Sourcebooks, LLC 401(k) Plan in IL ($20M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Sourcebooks, LLC 401(k) Plan (IL) $20M · 256
- Nhk Seating of America, Inc. 401(k) Ps Plan and Trust (IN) $20M · 541
- Permco 401(k) Profit Sharing Plan (OH) $20M · 208
- Kandji 401(k) Plan (FL) $20M · 240
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
- Visionweb 401(k) Plan (TX) 86 · 0 off
- Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
- Aq Transformer Solutions Inc. (OH) 86 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.