Profit Sharing · DOL Form 5500 · 2024

Vm Wealth Planning Solutions, Inc Retirement Plan Profit Sharing Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$83,796
Avg per participant Below avg balance/head
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Official DOL plan name: Vm Wealth Planning Solutions, Inc. Retirement Plan · Sponsored by Vm Wealth Planning Solutions, Inc Retirement Plan · Connecticut · Finance & Insurance

$84K in assets, 1 participants

Vm Wealth Planning Solutions, Inc Retirement Plan's Vm Wealth Planning Solutions, Inc. Retirement Plan reported $84K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

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

What the 2024 filing shows

Vm Wealth Planning Solutions, Inc. Retirement Plan holds $84K for 1 participant - about $83,796 per participant, among the smaller plans by assets on file.

#255
in Finance & Insurance (8,549 peers)
-0.6%
assets change YoY

The plan reported a net loss of $899 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vm Wealth Planning Solutions, Inc. Retirement Plan among the smaller filed plans by assets

Vm Wealth Planning Solutions, Inc. Retirement Plan vs every filed plan by assets

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

$83,796 5th percentile higher than 5% 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

Vm Wealth Planning Solutions, Inc. Retirement 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. Vm Wealth Planning Solutions, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vm Wealth Planning Solutions, Inc. Retirement Plan reported net income rose from -$3K in the plan year 2023 filing to -$899 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 861627233 · Vm Wealth Planning Solutions, Inc Retirement Plan PY 2024 · Profit Sharing

Vm Wealth Planning Solutions, Inc. Retirement Plan · $84K · 1 · 5th

  • SCH $84K
  • EBSA 1
  • PART 5th
  • TYPE Profit Sharing
  • NET near Phoenix Estate Administration Inc. Retirement Plan
  • BOOK ind #255

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 Connecticut →

Vm Wealth Planning Solutions, Inc. Retirement Plan in the asset neighbourhood

Vm Wealth Planning Solutions, Inc. Retirement PlanVm Wealth Planning Solutions…$84KPhoenix Estate Administration Inc. Retirement PlanPhoenix Estate Administratio…$84KAsby Ventures, Inc. Profit Sharing PlanAsby Ventures, Inc. Profit S…$84KNancy Higgins, Inc. Profit Sharing PlanNancy Higgins, Inc. Profit S…$84KQuivira Property Services, Inc. Retirement PlanQuivira Property Services, I…$84K
End-of-year total assets ($M) among Vm Wealth Planning Solutions, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$84K
Net Assets (End of Year)$82K
Net Income-$899
Employer EIN861627233
Plan Effective Date2021-01-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Vm Wealth Planning Solutions, Inc Retirement Plan)

Sponsor-wide plan assets over time

All Vm Wealth Planning Solutions, Inc Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$84K 4.1235697940503435% vs 2022
2024 filing year
$0.08M$0.08M$0.09M$0.09M$0.1M 202220232024 $0.09M $0.08M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 1 $87K
2023 1 1 $84K
2024 1 1 $84K

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Vm Wealth Planning Solutions, Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Vm Wealth Planning Solutions, Inc. Retirement Plan, Total assets ($B): 0.000083796 · Participants: 1Vm Wealth Planning Solutions, Inc. Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Vm Wealth Planning Solutions, Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Vm Wealth Planning Solutions, Inc. Retirement Plan side-by-side with 3 peers →

Vm Wealth Planning Solutions, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Phoenix Estate Administration Inc. Retirement Plan in SC ($84K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Vm Wealth Planning Solutions, Inc. Retirement Plan assets move in 2024? ▼
Vm Wealth Planning Solutions, Inc. Retirement Plan held essentially flat - down 0.6% during 2024, from $84K to $84K. Reported net income was -$899.
How have Vm Wealth Planning Solutions, Inc Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vm Wealth Planning Solutions, Inc Retirement Plan's sponsor-wide assets declined 4.1%, from $87K to $84K.
Where does Vm Wealth Planning Solutions, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Vm Wealth Planning Solutions, Inc. Retirement Plan ranks in the 5th 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 Profit Sharing plans are similar in size to Vm Wealth Planning Solutions, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Phoenix Estate Administration Inc. Retirement Plan in SC ($84K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Vm Wealth Planning Solutions, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 861627233.

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.