401(k) · DOL Form 5500 · 2024
United States Veterans Initiative 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 599
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $22,503
- Avg per participant Low balance/head
Official DOL plan name: United States Veterans Initiative Retirement · Sponsored by United States Veterans Initiative · California · Healthcare & Social Assistance
$13M in assets, 599 participants
United States Veterans Initiative's United States Veterans Initiative Retirement reported $13M in total assets and 599 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,394 in Healthcare & Social Assistance (16,916 peers)
United States Veterans Initiative multi-year trail
United States Veterans Initiative's plans moved +59.8% in assets from 2022 to 2024; this filing shows United States Veterans Initiative Retirement at $13M / 599 participants.
- #11,394
- in Healthcare & Social Assistance (16,916 peers)
- +20.2%
- assets growth YoY
United States Veterans Initiative Retirement's mid-pack asset rank among Healthcare & Social Assistance and all filers
United States Veterans Initiative Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,479,595 Top 38% higher than 62% 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
United States Veterans Initiative Retirement 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. United States Veterans Initiative Retirement sits mid-pack in the medium band (599 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United States Veterans Initiative Retirement reported participants rose from 481 in the plan year 2023 filing to 599 in the plan year 2024 filing.
- United States Veterans Initiative Retirement end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- United States Veterans Initiative Retirement reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 954382752 · United States Veterans Initiative PY 2024 · 401(k)
United States Veterans Initiative Retirement · $13M · 599 · 62nd
- PART $13M
- TYPE 599
- NET 62nd
- BOOK 401(k)
- VS-ST near Veterinary Specialty Services, P.C. 401(k) Plan
- BOY ind #11394
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 Healthcare & Social Assistance retirement plans → · Plans in California →
United States Veterans Initiative Retirement in the asset neighbourhood
United States Veterans Initiative multi-year asset trail
Sponsor-wide plan assets over time
All United States Veterans Initiative plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 59.80962402945044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 484 | $8M |
| 2023 | 1 | 481 | $11M |
| 2024 | 1 | 599 | $13M |
United States Veterans Initiative filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 954382752 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
United States Veterans Initiative Retirement's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Veterinary Specialty Services, P.C. 401(k) Plan in MO ($13M); by covered participants it is Minebea-Accesssolutions USA Inc. 401(k) Plan in GA (599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Veterinary Specialty Services, P.C. 401(k) Plan (MO) $13M · 158
- Big Sandy Superstores 401(k) Plan (OH) $13M · 591
- Sandvine 401(k) Plan (TX) $13M · 62
- Fair-Rite Products Corp. 401(k) Plan (NY) $13M · 126
Similar participant headcount
Nearest other-state filings by covered participants (599 participants); asset peers above are excluded.
- Minebea-Accesssolutions USA Inc. 401(k) Plan (GA) 599 · 0 off
- Oeconnection 401(k) Plan (OH) 599 · 0 off
- Wix.Com, Inc. 401(k) Plan (NY) 599 · 0 off
- Wunderlich-Malec Engineering, Inc. Profit Sharing and Salary Reduction Plan (MN) 599 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.