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
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
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.
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $400K |
|---|---|
| Net Assets (End of Year) | $410K |
| Net Income | $11K |
| Employer EIN | 883015880 |
| Plan Effective Date | 2022-06-29 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($411K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.