401(k) · DOL Form 5500 · 2023
Ca Ventures, LLC 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 1,332
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $27,678
- Avg per participant Low balance/head
Official DOL plan name: Ca Ventures 401(k) Plan · Sponsored by Ca Ventures, LLC · Illinois · Real Estate
$37M in assets, 1,332 participants
Ca Ventures, LLC's Ca Ventures 401(k) Plan reported $37M in total assets and 1,332 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #4,369 in Real Estate (4,727 peers)
Where Ca Ventures 401(k) Plan sits by assets
Ca Ventures 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 1,332 participants (~$27,678/participant), up 25.5% in 2023.
- #4,369
- in Real Estate (4,727 peers)
- +25.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ca Ventures 401(k) Plan's outsized position by total assets
Ca Ventures 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,867,124 Top 18% higher than 82% 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
Ca Ventures 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ca Ventures 401(k) Plan lands in the large band (1,332 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ca Ventures 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Ca Ventures 401(k) Plan reported participants rose from 734 in the plan year 2022 filing to 1,332 in the plan year 2023 filing.
- Ca Ventures 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 462691607 · Ca Ventures, LLC PY 2023 · 401(k)
Ca Ventures 401(k) Plan · $37M · 1,332 · 82nd
- SCH $37M
- SCH 1,332
- SCH 82nd
- SCH 401(k)
- SCH near Hartzog Conger Cason 401(k) Plan
- SCH ind #4369
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 Illinois →
Ca Ventures 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $7M |
| Employer EIN | 462691607 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ca Ventures, LLC)
Sponsor-wide plan assets over time
All Ca Ventures, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 35.042625848801514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 734 | $29M |
| 2023 | 1 | 1,332 | $37M |
| 2024 | 1 | 864 | $19M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Ca Ventures 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Hartzog Conger Cason 401(k) Plan in OK ($37M); by covered participants it is Amway Hotel Corporation 401(k) Retirement and Savings Plan in MI (1,332 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,332 participants); asset peers above are excluded.
- Amway Hotel Corporation 401(k) Retirement and Savings Plan (MI) 1,332 · 0 off
- New Belgium Brewing Company, Inc. 401(k) Plan (CO) 1,332 · 0 off
- I.a.T.S.E. Local 11 Section 401(k) Plan (MA) 1,332 · 0 off
- Crossland Construction Safe Harbor 401(k) & Profit Sharing Plan (KS) 1,332 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.