401(k) · DOL Form 5500 · 2024

Cliff Viessman, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
392
Participants Below avg headcount
68th
Percentile by assets National rank
$45,635
Avg per participant Low balance/head
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Official DOL plan name: Viessman Group Employees 401(k) and Profit Sharing Plan · Sponsored by Cliff Viessman, Inc. · South Dakota · Transportation & Warehousing

$18M in assets, 392 participants

Cliff Viessman, Inc.'s Viessman Group Employees 401(k) and Profit Sharing Plan reported $18M in total assets and 392 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,260 in Transportation & Warehousing (3,299 peers)

Cliff Viessman, Inc. multi-year trail

Cliff Viessman, Inc.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Viessman Group Employees 401(k) and Profit Sharing Plan at $18M / 392 participants.

#2,260
in Transportation & Warehousing (3,299 peers)
+8.7%
assets growth YoY

Viessman Group Employees 401(k) and Profit Sharing Plan's outsized position by total assets

Viessman Group Employees 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$17,888,853 Top 32% higher than 68% 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

Viessman Group Employees 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Viessman Group Employees 401(k) and Profit Sharing Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Viessman Group Employees 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Viessman Group Employees 401(k) and Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Viessman Group Employees 401(k) and Profit Sharing Plan reported participants fell from 397 in the plan year 2023 filing to 392 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 920178875 · Cliff Viessman, Inc. PY 2024 · 401(k)

Viessman Group Employees 401(k) and Profit Sharing Plan · $18M · 392 · 68th

  • BOOK $18M
  • BOOK 392
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near Global 401(k) Plan
  • BOOK ind #2260

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 Transportation & Warehousing retirement plans → · Plans in South Dakota →

Viessman Group Employees 401(k) and Profit Sharing Plan in the asset neighbourhood

Viessman Group Employees 401(k) and Profit Sharing PlanViessman Group Employees 401…$18MGlobal 401(k) Plan$18MOrthopaedics East & Sports Medicine Center, Inc. Profit Sharing PlanOrthopaedics East & Sports M…$18MRealty Management and Advisors Employee RetirementRealty Management and Adviso…$18MVirtual Marketing Strategies Inc. 401(k) PlanVirtual Marketing Strategies…$18M
End-of-year total assets ($M) among Viessman Group Employees 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cliff Viessman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cliff Viessman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.333943681975892% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.7M $17.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 401 $15M
2023 1 397 $16M
2024 1 392 $18M

Cliff Viessman, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN920178875
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Viessman Group Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Viessman Group Employees 401(k) and Profit Sharing Plan, Total assets ($M): 17.888853 · Participants: 392Viessman Group Employees 401(k) and Profit Sharing PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Viessman Group Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants

Viessman Group Employees 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Global 401(k) Plan in CA ($18M); by covered participants it is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Viessman Group Employees 401(k) and Profit Sharing Plan assets move in 2024?
Viessman Group Employees 401(k) and Profit Sharing Plan grew at a solid clip - up 8.7% during 2024, from $16M to $18M. Reported net income was $1M.
How have Cliff Viessman, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cliff Viessman, Inc.'s sponsor-wide assets grew 21.3%, from $15M to $18M.
Which 401(k) plans are similar in size to Viessman Group Employees 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Global 401(k) Plan in CA ($18M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Viessman Group Employees 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants, $4M in assets).