401(k) · DOL Form 5500 · 2024

Venbrook Group, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
362
Participants Below avg headcount
80th
Percentile by assets National rank
$100,941
Avg per participant Below avg balance/head
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Official DOL plan name: Venbrook Group 401(k) Plan · Sponsored by Venbrook Group, LLC · California · Finance & Insurance

$37M in assets, 362 participants

Venbrook Group, LLC's Venbrook Group 401(k) Plan reported $37M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,903 in Finance & Insurance (8,549 peers)

Where Venbrook Group 401(k) Plan sits by assets

Venbrook Group 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 362 participants (~$100,941/participant), up 8.6% in 2024.

#5,903
in Finance & Insurance (8,549 peers)
+8.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Venbrook Group 401(k) Plan's outsized position by total assets

Venbrook Group 401(k) Plan vs every filed plan by assets

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

$36,540,756 Top 20% higher than 80% 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

Venbrook Group 401(k) Plan 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. Venbrook Group 401(k) Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Venbrook Group 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Venbrook Group 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Venbrook Group 401(k) Plan reported participants fell from 372 in the plan year 2023 filing to 362 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205817496 · Venbrook Group, LLC PY 2024 · 401(k)

Venbrook Group 401(k) Plan · $37M · 362 · 80th

  • EIN $37M
  • EIN 362
  • EIN 80th
  • EIN 401(k)
  • EIN near Precigen, Inc. 401(k) Plan
  • EIN ind #5903

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 California →

Venbrook Group 401(k) Plan in the asset neighbourhood

Priority Technology Holdings, Inc. 401(k) PlanPriority Technology Holdings…$37MVenbrook Group 401(k) Plan$37MPrecigen, Inc. 401(k) Plan$37MRehabilitation Hospital of Indiana, Inc Retirement PlanRehabilitation Hospital of I…$37MLone Star National Bancshares-Texas, Inc Employee Stock Ownership PlanLone Star National Bancshare…$37M
End-of-year total assets ($M) among Venbrook Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN205817496
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Venbrook Group, LLC)

Sponsor-wide plan assets over time

All Venbrook Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 24.870206359637205% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.3M $36.5M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 214 $29M
2023 1 372 $34M
2024 1 362 $37M

Nearby 401(k) Plans in California

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

Venbrook Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Venbrook Group 401(k) Plan, Total assets ($B): 0.036540756 · Participants: 362Venbrook Group 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Venbrook Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Venbrook Group 401(k) Plan side-by-side with 3 peers →

Venbrook Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Precigen, Inc. 401(k) Plan in MD ($37M); by covered participants it is Prosek LLC 401(k) Pension Plan in CT (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Venbrook Group 401(k) Plan assets move in 2024? ▼
Venbrook Group 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $34M to $37M. Reported net income was $3M.
How have Venbrook Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venbrook Group, LLC's sponsor-wide assets grew 24.9%, from $29M to $37M.
Where does Venbrook Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Venbrook Group 401(k) Plan ranks in the 80th 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 Venbrook Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precigen, Inc. 401(k) Plan in MD ($37M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Venbrook Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prosek LLC 401(k) Pension Plan in CT (362 participants, $33M 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 205817496.

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.