401(k) · DOL Form 5500 · 2024
U.S. Venture, Inc. 401(k) Plan
Data updated 2026-08-25
- $399M
- Total assets Above avg plan size
- 4,641
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $85,953
- Avg per participant Below avg balance/head
Official DOL plan name: U.S. Venture 401(k) Retirement Savings Plan · Sponsored by U.S. Venture, Inc. · Wisconsin · Wholesale Trade
$399M in assets, 4,641 participants
U.S. Venture, Inc.'s U.S. Venture 401(k) Retirement Savings Plan reported $399M in total assets and 4,641 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #5,941 in Wholesale Trade (6,080 peers)
Coverage in Wisconsin
U.S. Venture 401(k) Retirement Savings Plan covers 4,641 participants in Wisconsin, 8.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $399M.
- #5,941
- in Wholesale Trade (6,080 peers)
- +14.6%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
U.S. Venture 401(k) Retirement Savings Plan's outsized position by total assets
U.S. Venture 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$398,907,023 Top 3% higher than 97% 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
U.S. Venture 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.S. Venture 401(k) Retirement Savings Plan lands in the large band (4,641 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U.S. Venture 401(k) Retirement Savings Plan reported net income fell from $67M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- U.S. Venture 401(k) Retirement Savings Plan reported participants rose from 3,793 in the plan year 2023 filing to 4,641 in the plan year 2024 filing.
- U.S. Venture 401(k) Retirement Savings Plan end-of-year assets rose from $348M in the plan year 2023 filing to $399M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390964014 · U.S. Venture, Inc. PY 2024 · 401(k)
U.S. Venture 401(k) Retirement Savings Plan · $399M · 4,641 · 97th
- EOY $399M
- 5500 4,641
- ASSETS 97th
- PCT 401(k)
- EIN near Ipsos America , Inc 401(k) Plan
- RANK ind #5941
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 Wisconsin →
U.S. Venture 401(k) Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $348M |
|---|---|
| Net Assets (End of Year) | $399M |
| Net Income | $51M |
| Employer EIN | 390964014 |
| Plan Effective Date | 1961-08-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Venture, Inc.)
Sponsor-wide plan assets over time
All U.S. Venture, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $399M 41.745995293078224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,518 | $281M |
| 2023 | 1 | 3,793 | $348M |
| 2024 | 1 | 4,641 | $399M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
U.S. Venture 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ipsos America , Inc 401(k) Plan in CT ($399M); by covered participants it is Ab Car Rental Services Retirement Savings Plan for Bargaining Hourly Employees in NJ (4,641 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($399M here).
- Ipsos America , Inc 401(k) Plan (CT) $399M · 2,025
- Nexteer Automotive Salaried 401(k) Retirement Plan (MI) $399M · 1,465
- Bayada Home Health Care 401(k) Plan (NJ) $399M · 41,503
- Zenith 401(k) Plan (CA) $399M · 1,459
Similar participant headcount
Nearest other-state filings by covered participants (4,641 participants); asset peers above are excluded.
- Ab Car Rental Services Retirement Savings Plan for Bargaining Hourly Employees (NJ) 4,641 · 0 off
- Mccormick 401(k) Retirement Plan (MD) 4,639 · 2 off
- Potbelly Sandwich Works 401(k) Plan (IL) 4,643 · 2 off
- Plumbers Local Union No. 1 Employee 401(k) Savings Plan (NY) 4,638 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.