401(k) · DOL Form 5500 · 2023

Vaughan & Sons Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
137
Participants Small participant base
54th
Percentile by assets National rank
$59,634
Avg per participant Low balance/head
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Official DOL plan name: Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan · Sponsored by Vaughan & Sons Inc · Texas · Wholesale Trade

$8M in assets, 137 participants

Vaughan & Sons Inc's Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan reported $8M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,826 in Wholesale Trade (6,309 peers)

Coverage in Texas

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan covers 137 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#2,826
in Wholesale Trade (6,309 peers)
+11.9%
assets growth YoY

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,169,791 Top 46% higher than 54% of 127,068 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 2023

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan reported net income rose from $525K in the plan year 2022 filing to $868K in the plan year 2023 filing.
  • Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan reported participants rose from 127 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 740963640 · Vaughan & Sons Inc PY 2023 · 401(k)

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan · $8M · 137 · 54th

  • EBSA $8M
  • PART 137
  • TYPE 54th
  • NET 401(k)
  • BOOK near Kimberly Key Courtesy 401(k) Plan
  • VS-ST ind #2826

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 Texas →

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan in the asset neighbourhood

Vaughan & Sons, Inc. 401(k) Retirement and Savings PlanVaughan & Sons, Inc. 401(k) …$8MKimberly Key Courtesy 401(k) PlanKimberly Key Courtesy 401(k)…$8MMy Automotive 401(k) Plan & TrustMy Automotive 401(k) Plan & …$8MIndustrial Kinetics, Inc. Profit Sharing Plan and Trust with Cash or Deferred 401(k) FeaturesIndustrial Kinetics, Inc. Pr…$8MCarabell, Leslie and Company P.C. Employee Profit Sharing Plan and TrustCarabell, Leslie and Company…$8M
End-of-year total assets ($M) among Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$868K
Employer EIN740963640
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vaughan & Sons Inc)

Sponsor-wide plan assets over time

All Vaughan & Sons Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 11.881457399394838% vs 2022
2023 filing year
$7M$7.5M$8M$8.5M 20222023 $7.3M $8.17M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 127 $7M
2023 1 137 $8M

Nearby 401(k) Plans in Texas

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

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan, Total assets ($B): 0.008169791 · Participants: 137Vaughan & Sons, Inc. 401(k) Retirement and Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan side-by-side with 3 peers →

Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kimberly Key Courtesy 401(k) Plan in IL ($8M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan assets move in 2023? ▼
Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan grew at a solid clip - up 11.9% during 2023, from $7M to $8M. Reported net income was $868K.
How have Vaughan & Sons Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Vaughan & Sons Inc's sponsor-wide assets grew 11.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kimberly Key Courtesy 401(k) Plan in IL ($8M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Vaughan & Sons, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 740963640.

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.