401(k) · DOL Form 5500 · 2024

Vontobel Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
90
Participants Small participant base
87th
Percentile by assets National rank
$759,250
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Vontobel Asset Management, Inc. 401(k) Savings Plan · Sponsored by Vontobel Asset Management, Inc. · New York · Finance & Insurance

$68M in assets, 90 participants

Vontobel Asset Management, Inc.'s Vontobel Asset Management, Inc. 401(k) Savings Plan reported $68M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,876 in Finance & Insurance (8,549 peers)

Where Vontobel Asset Management, Inc. 401(k) Savings Plan sits by assets

Vontobel Asset Management, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $68M for 90 participants (~$759,250/participant), up 0.7% in 2024.

#6,876
in Finance & Insurance (8,549 peers)
+0.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Vontobel Asset Management, Inc. 401(k) Savings Plan's outsized position by total assets

Vontobel Asset Management, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$68,332,480 Top 13% higher than 87% 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

Vontobel Asset Management, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vontobel Asset Management, Inc. 401(k) Savings Plan is a small filing (90 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 133223264 · Vontobel Asset Management, Inc. PY 2024 · 401(k)

Vontobel Asset Management, Inc. 401(k) Savings Plan · $68M · 90 · 87th

  • EBSA $68M
  • EBSA 90
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near Tasca Employees 401(k) Profit Sharing Plan
  • EBSA ind #6876

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 Finance & Insurance retirement plans → · Plans in New York →

Vontobel Asset Management, Inc. 401(k) Savings Plan in the asset neighbourhood

Arhaus, LLC 401(k) Plan$68MTasca Employees 401(k) Profit Sharing PlanTasca Employees 401(k) Profi…$68MZiffren Brittenham LLP 401(k) Profit Sharing PlanZiffren Brittenham LLP 401(k…$68MVontobel Asset Management, Inc. 401(k) Savings PlanVontobel Asset Management, I…$68MBen Bridge Retirement Savings PlanBen Bridge Retirement Saving…$68M
End-of-year total assets ($M) among Vontobel Asset Management, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$68M
Net Income$484K
Employer EIN133223264
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vontobel Asset Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Vontobel Asset Management, Inc. 401(k) Savings Plan, Total assets ($B): 0.06833248 · Participants: 90Vontobel Asset Management, Inc. 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Vontobel Asset Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Vontobel Asset Management, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Vontobel Asset Management, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tasca Employees 401(k) Profit Sharing Plan in RI ($68M); by covered participants it is Furuno USA, Inc. 401(k) Plan in WA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

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 Vontobel Asset Management, Inc. 401(k) Savings Plan assets move in 2024? ▼
Vontobel Asset Management, Inc. 401(k) Savings Plan held essentially flat - up 0.7% during 2024, from $68M to $68M. Reported net income was $484K.
Where does Vontobel Asset Management, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Vontobel Asset Management, Inc. 401(k) Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vontobel Asset Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tasca Employees 401(k) Profit Sharing Plan in RI ($68M, 1,320 participants).
Which 401(k) plans cover a similar participant headcount to Vontobel Asset Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Furuno USA, Inc. 401(k) Plan in WA (90 participants, $21M in assets).

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 133223264.

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.