401(k) · DOL Form 5500 · 2023

Velma Lake Environmental 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$240,013
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Velma Lake Environmental Retirement Plan · Sponsored by Velma Lake Environmental · California · Professional & Technical Services

$2M in assets, 10 participants

Velma Lake Environmental's Velma Lake Environmental Retirement Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,887 in Professional & Technical Services (20,321 peers)

Velma Lake Environmental multi-year trail

Velma Lake Environmental's plans moved +444.0% in assets from 2022 to 2024; this filing shows Velma Lake Environmental Retirement Plan at $2M / 10 participants.

#5,887
in Professional & Technical Services (20,321 peers)
+447.6%
assets growth YoY

Velma Lake Environmental Retirement Plan among the smaller filed plans by assets

Velma Lake Environmental Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,400,129 33rd percentile higher than 33% of 127,068 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 2023

Velma Lake Environmental Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Velma Lake Environmental Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Velma Lake Environmental Retirement Plan reported net income rose from $284K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Velma Lake Environmental Retirement Plan end-of-year assets rose from $438K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Velma Lake Environmental Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 872314496 · Velma Lake Environmental PY 2023 · 401(k)

Velma Lake Environmental Retirement Plan · $2M · 10 · 33rd

  • VS-ST $2M
  • VS-ST 10
  • VS-ST 33rd
  • VS-ST 401(k)
  • VS-ST near Gold Canyon Golf Resort 401(k) Plan
  • VS-ST ind #5887

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 Professional & Technical Services retirement plans → · Plans in California →

Velma Lake Environmental Retirement Plan in the asset neighbourhood

Velma Lake Environmental Retirement PlanVelma Lake Environmental Ret…$2MGold Canyon Golf Resort 401(k) PlanGold Canyon Golf Resort 401(…$2MThird Wave Business Systems 401(k) PlanThird Wave Business Systems …$2MKeane Enterprises, Inc. 401(k) Profit Sharing PlanKeane Enterprises, Inc. 401(…$2MRetirement Income Security Plan-Telos RtcRetirement Income Security P…$2M
End-of-year total assets ($M) among Velma Lake Environmental Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Velma Lake Environmental multi-year asset trail

Sponsor-wide plan assets over time

All Velma Lake Environmental plans reported in each filing year

Latest sponsor-wide plan assets
$2M 444.0070095057295% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.44M $2.38M ▲ +440.9%
Year Plans Participants Total Assets
2022 1 8 $438K
2023 1 10 $2M
2024 1 7 $2M

Velma Lake Environmental filing trail (2023)

Total Assets (Beginning of Year)$438K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN872314496
Plan Effective Date2021-08-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Velma Lake Environmental Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Velma Lake Environmental Retirement Plan, Total assets ($B): 0.002400129 · Participants: 10Velma Lake Environmental Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Velma Lake Environmental Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Velma Lake Environmental Retirement Plan side-by-side with 3 peers →

Velma Lake Environmental Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gold Canyon Golf Resort 401(k) Plan in AZ ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Velma Lake Environmental Retirement Plan assets move in 2023? ▼
Velma Lake Environmental Retirement Plan surged - up 447.6% during 2023, from $438K to $2M. Reported net income was $2M.
How have Velma Lake Environmental plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Velma Lake Environmental's sponsor-wide assets grew 444.0%, from $438K to $2M.
Which 401(k) plans are similar in size to Velma Lake Environmental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gold Canyon Golf Resort 401(k) Plan in AZ ($2M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Velma Lake Environmental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 872314496.

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.