401(k) · DOL Form 5500 · 2024
Vance, LLC 401(k) Plan
Data updated 2026-08-25
- $658K
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $4,136
- Avg per participant Low balance/head
Official DOL plan name: Vance, LLC 401(k) Plan · Sponsored by Vance, LLC · Arizona · Professional & Technical Services
$658K in assets, 159 participants
Vance, LLC's Vance, LLC 401(k) Plan reported $658K in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,056 in Professional & Technical Services (20,173 peers)
Coverage in Arizona
Vance, LLC 401(k) Plan covers 159 participants in Arizona, about 28% of the average Arizona filer (state average ~564 per filing). Assets: $658K.
- #3,056
- in Professional & Technical Services (20,173 peers)
- +490.2%
- assets growth YoY
Vance, LLC 401(k) Plan among the smaller filed plans by assets
Vance, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$657,686 20th percentile higher than 20% 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
Vance, LLC 401(k) 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. Vance, LLC 401(k) Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vance, LLC 401(k) Plan end-of-year assets rose from $111K in the plan year 2023 filing to $658K in the plan year 2024 filing.
- Vance, LLC 401(k) Plan reported net income rose from $111K in the plan year 2023 filing to $546K in the plan year 2024 filing.
- Vance, LLC 401(k) Plan reported participants rose from 94 in the plan year 2023 filing to 159 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 832841150 · Vance, LLC PY 2024 · 401(k)
Vance, LLC 401(k) Plan · $658K · 159 · 20th
- BOY $658K
- BOY 159
- BOY 20th
- BOY 401(k)
- BOY near Burnett Ventures Retirement Plan
- BOY ind #3056
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Vance, LLC 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $111K |
|---|---|
| Net Assets (End of Year) | $658K |
| Net Income | $546K |
| Employer EIN | 832841150 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vance, LLC)
Sponsor-wide plan assets over time
All Vance, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $658K 490.191679529057% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 94 | $111K |
| 2024 | 1 | 159 | $658K |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Vance, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Burnett Ventures Retirement Plan in TX ($658K); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($658K here).
- Burnett Ventures Retirement Plan (TX) $658K · 11
- Weathernabb Recreation Investment Plan (MI) $658K · N/A
- Sandalfoot Properties, Inc. 401(k) Profit Sharing Plan (TX) $658K · 1
- V. R. Distributing, Inc. 1165(e) Plan (PR) $658K · 17
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Innovative Control Systems, Inc. 401(k) Plan (PA) 159 · 0 off
- Pembina U.S. Corporation Wealth Accumulation Plan (TX) 159 · 0 off
- Blue Star Gas Associates 401(k) Profit Sharing Plan (CA) 159 · 0 off
- Premier Forge Group Retirement Plan (IN) 159 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.