401(k) · DOL Form 5500 · 2024

Ventura Transfer Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
96
Participants Small participant base
61st
Percentile by assets National rank
$133,422
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ventura Transfer Company 401(k)Plan · Sponsored by Ventura Transfer Company · California · Transportation & Warehousing

$13M in assets, 96 participants

Ventura Transfer Company's Ventura Transfer Company 401(k)Plan reported $13M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,049 in Transportation & Warehousing (3,299 peers)

Ventura Transfer Company multi-year trail

Ventura Transfer Company's plans moved +25.3% in assets from 2022 to 2024; this filing shows Ventura Transfer Company 401(k)Plan at $13M / 96 participants.

#2,049
in Transportation & Warehousing (3,299 peers)
+5.2%
assets growth YoY

Ventura Transfer Company 401(k)Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Ventura Transfer Company 401(k)Plan vs every filed plan by assets

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

$12,808,514 Top 39% higher than 61% 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

Ventura Transfer Company 401(k)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. Ventura Transfer Company 401(k)Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ventura Transfer Company 401(k)Plan reported net income fell from $2M in the plan year 2023 filing to $633K in the plan year 2024 filing.
  • Ventura Transfer Company 401(k)Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Ventura Transfer Company 401(k)Plan reported participants rose from 92 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951332580 · Ventura Transfer Company PY 2024 · 401(k)

Ventura Transfer Company 401(k)Plan · $13M · 96 · 61st

  • EIN $13M
  • RANK 96
  • PHOTO 61st
  • IND 401(k)
  • EOY near Versapay 401(k) Plan
  • 5500 ind #2049

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 Transportation & Warehousing retirement plans → · Plans in California →

Ventura Transfer Company 401(k)Plan in the asset neighbourhood

Ventura Transfer Company 401(k)PlanVentura Transfer Company 401…$13MVersapay 401(k) Plan$13MScynexis 401(k) Retirement Savings PlanScynexis 401(k) Retirement S…$13MAssociation for Energy Affordability, 401(k)Association for Energy Affor…$13MSupreme Group, Inc. 401(k) PlanSupreme Group, Inc. 401(k) P…$13M
End-of-year total assets ($M) among Ventura Transfer Company 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ventura Transfer Company multi-year asset trail

Sponsor-wide plan assets over time

All Ventura Transfer Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 25.256546562898013% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $12.8M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 92 $10M
2023 1 92 $12M
2024 1 96 $13M

Ventura Transfer Company filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$633K
Employer EIN951332580
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ventura Transfer Company 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ventura Transfer Company 401(k)Plan, Total assets ($B): 0.012808514 · Participants: 96Ventura Transfer Company 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
Ventura Transfer Company 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ventura Transfer Company 401(k)Plan side-by-side with 3 peers →

Ventura Transfer Company 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Versapay 401(k) Plan in GA ($13M); by covered participants it is Living Proof, Inc. 401(k) Profit Sharing Plan and Trust in MA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Ventura Transfer Company 401(k)Plan assets move in 2024? ▼
Ventura Transfer Company 401(k)Plan grew at a solid clip - up 5.2% during 2024, from $12M to $13M. Reported net income was $633K.
How have Ventura Transfer Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ventura Transfer Company's sponsor-wide assets grew 25.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Ventura Transfer Company 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Versapay 401(k) Plan in GA ($13M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Ventura Transfer Company 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Living Proof, Inc. 401(k) Profit Sharing Plan and Trust in MA (96 participants, $352K 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 951332580.

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.