401(k) · DOL Form 5500 · 2023

Vnm Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$411K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$410,946
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vnm Financial Retirement Plan · Sponsored by Vnm Financial, Inc. · California · Real Estate

$411K in assets, 1 participants

Vnm Financial, Inc.'s Vnm Financial Retirement Plan reported $411K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,296 in Real Estate (4,727 peers)

What the 2023 filing shows

Vnm Financial Retirement Plan holds $411K for 1 participant - about $410,946 per participant, among the smaller plans by assets on file.

#1,296
in Real Estate (4,727 peers)
+2.7%
assets growth YoY

Vnm Financial Retirement Plan among the smaller filed plans by assets

Vnm Financial Retirement Plan vs every filed plan by assets

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

$410,946 16th percentile higher than 16% 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

Vnm Financial Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vnm Financial Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vnm Financial Retirement Plan reported net income fell from $399K in the plan year 2022 filing to $11K in the plan year 2023 filing.
  • Vnm Financial Retirement Plan end-of-year assets rose from $400K in the plan year 2022 filing to $411K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 883015880 · Vnm Financial, Inc. PY 2023 · 401(k)

Vnm Financial Retirement Plan · $411K · 1 · 16th

  • ASSETS $411K
  • PCT 1
  • EIN 16th
  • RANK 401(k)
  • PHOTO near Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust
  • IND ind #1296

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 Real Estate retirement plans → · Plans in California →

Vnm Financial Retirement Plan in the asset neighbourhood

Vnm Financial Retirement Plan$411KJason Wall Dvm PC 401(k) Profit Sharing Plan & TrustJason Wall Dvm PC 401(k) Pro…$411KTigerhawk Handyman, Inc. 401(k) Profit Sharing PlanTigerhawk Handyman, Inc. 401…$411KUna Farooq Inc 401(k) Profit Sharing PlanUna Farooq Inc 401(k) Profit…$411KAirdreams Inc 401(k) Plan$411K
End-of-year total assets ($M) among Vnm Financial Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)$410K
Net Income$11K
Employer EIN883015880
Plan Effective Date2022-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Vnm Financial, Inc.)

Sponsor-wide plan assets over time

All Vnm Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$401K 0.23624940937647657% vs 2022
2024 filing year
$0.4M$0.4M$0.41M$0.41M$0.42M 202220232024 $0.4M $0.4M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $400K
2023 1 1 $411K
2024 1 1 $401K

Nearby 401(k) Plans in California

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

Vnm Financial Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vnm Financial Retirement Plan, Total assets ($B): 0.000410946 · Participants: 1Vnm Financial Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Vnm Financial Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Vnm Financial Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust in VA ($411K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vnm Financial Retirement Plan assets move in 2023?
Vnm Financial Retirement Plan edged up modestly - up 2.7% during 2023, from $400K to $411K. Reported net income was $11K.
How have Vnm Financial, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Vnm Financial, Inc.'s sponsor-wide assets grew 0.2%, from $400K to $401K.
Where does Vnm Financial Retirement Plan rank by assets among Form 5500 filers?
Vnm Financial Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Vnm Financial Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust in VA ($411K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Vnm Financial Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).