Other · DOL Form 5500 · 2024

Victor C Neumann Association Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
34th
Percentile by assets National rank
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Official DOL plan name: Victor C Neumann Association Tax Deferred Annuity Plan · Sponsored by Victor C Neumann Association · Illinois · Healthcare & Social Assistance

$3M in assets, N/A participants

Victor C Neumann Association's Victor C Neumann Association Tax Deferred Annuity Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,713 in Healthcare & Social Assistance (16,916 peers)

Victor C Neumann Association multi-year trail

Victor C Neumann Association's plans moved +22.1% in assets from 2022 to 2024; this filing shows Victor C Neumann Association Tax Deferred Annuity Plan at $3M / N/A participants.

#5,713
in Healthcare & Social Assistance (16,916 peers)
+7.1%
assets growth YoY

Victor C Neumann Association Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Victor C Neumann Association Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,905,444 34th percentile higher than 34% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Victor C Neumann Association Tax Deferred Annuity Plan reported net income fell from $334K in the plan year 2023 filing to $192K in the plan year 2024 filing.
  • Victor C Neumann Association Tax Deferred Annuity Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362407164 · Victor C Neumann Association PY 2024 · Other

Victor C Neumann Association Tax Deferred Annuity Plan · $3M · N/A · 34th

  • BOY $3M
  • BOY N/A
  • BOY 34th
  • BOY Other
  • BOY near West Alabama Mental Health Board, Inc. 403(b) Plan
  • BOY ind #5713

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 Illinois →

Victor C Neumann Association Tax Deferred Annuity Plan in the asset neighbourhood

Victor C Neumann Association Tax Deferred Annuity PlanVictor C Neumann Association…$3MPreucil School of Music 403(b) Tda PlanPreucil School of Music 403(…$3MWest Alabama Mental Health Board, Inc. 403(b) PlanWest Alabama Mental Health B…$3MWelcome House Inc. 403b Plan$3MGrid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$3M
End-of-year total assets ($M) among Victor C Neumann Association Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Victor C Neumann Association multi-year asset trail

Sponsor-wide plan assets over time

All Victor C Neumann Association plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.09317668574195% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.38M $2.91M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $3M
2024 1 N/A $3M

Victor C Neumann Association filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$192K
Employer EIN362407164
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Victor C Neumann Association Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Victor C Neumann Association Tax Deferred Annuity Plan, Total assets ($B): 0.002905444 · Participants: 0Victor C Neumann Association Tax Deferred Annuity PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Victor C Neumann Association Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Victor C Neumann Association Tax Deferred Annuity Plan side-by-side with 3 peers →

Victor C Neumann Association Tax Deferred Annuity Plan's closest out-of-state Other peers by assets

Outside Illinois, the nearest Other by end-of-year assets is West Alabama Mental Health Board, Inc. 403(b) Plan in AL at $3M (this filing: $3M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Victor C Neumann Association Tax Deferred Annuity Plan assets move in 2024? ▼
Victor C Neumann Association Tax Deferred Annuity Plan grew at a solid clip - up 7.1% during 2024, from $3M to $3M. Reported net income was $192K.
How have Victor C Neumann Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor C Neumann Association's sponsor-wide assets grew 22.1%, from $2M to $3M.
Which Other plans are similar in size to Victor C Neumann Association Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is West Alabama Mental Health Board, Inc. 403(b) Plan in AL ($3M, 91 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362407164.

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.