401(k) · DOL Form 5500 · 2024

Vannguard Utility Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
368
Participants Below avg headcount
37th
Percentile by assets National rank
$9,765
Avg per participant Low balance/head
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Official DOL plan name: Vannguard Utility Partners, Inc. 401(k) Plan · Sponsored by Vannguard Utility Partners, Inc. · Wisconsin · Administrative & Support Services

$4M in assets, 368 participants

Vannguard Utility Partners, Inc.'s Vannguard Utility Partners, Inc. 401(k) Plan reported $4M in total assets and 368 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,614 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Vannguard Utility Partners, Inc. 401(k) Plan ranks #2,614 of 4,368 2024 filers by assets (803% of the sector average)-$4M for 368 participants.

#2,614
in Administrative & Support Services (4,368 peers)
+28.0%
assets growth YoY

Vannguard Utility Partners, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Vannguard Utility Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$3,593,445 37th percentile higher than 37% 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

Vannguard Utility Partners, Inc. 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. Vannguard Utility Partners, Inc. 401(k) Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vannguard Utility Partners, Inc. 401(k) Plan reported net income rose from $442K in the plan year 2023 filing to $787K in the plan year 2024 filing.
  • Vannguard Utility Partners, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Vannguard Utility Partners, Inc. 401(k) Plan reported participants rose from 318 in the plan year 2023 filing to 368 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421502105 · Vannguard Utility Partners, Inc. PY 2024 · 401(k)

Vannguard Utility Partners, Inc. 401(k) Plan · $4M · 368 · 37th

  • RANK $4M
  • PHOTO 368
  • IND 37th
  • EOY 401(k)
  • 5500 near Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan
  • ASSETS ind #2614

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 Administrative & Support Services retirement plans → · Plans in Wisconsin →

Vannguard Utility Partners, Inc. 401(k) Plan in the asset neighbourhood

Vannguard Utility Partners, Inc. 401(k) PlanVannguard Utility Partners, …$4MJon Wayne Heating & Air Conditioning, Ltd. 401(k) PlanJon Wayne Heating & Air Cond…$4MGreenwald Neurosurgical Profit Sharing PlanGreenwald Neurosurgical Prof…$4MBurmont, Inc. Employees' 401(k) Retirement PlanBurmont, Inc. Employees' 401…$4MNorthwest Private Lending Inc. Profit Sharing PlanNorthwest Private Lending In…$4M
End-of-year total assets ($M) among Vannguard Utility Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$787K
Employer EIN421502105
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vannguard Utility Partners, Inc.)

Sponsor-wide plan assets over time

All Vannguard Utility Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 51.976121599675196% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.36M $3.59M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 257 $2M
2023 1 318 $3M
2024 1 368 $4M

Nearby 401(k) Plans in Wisconsin

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

Vannguard Utility Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Vannguard Utility Partners, Inc. 401(k) Plan, Total assets ($B): 0.003593445 · Participants: 368Vannguard Utility Partners, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Vannguard Utility Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Vannguard Utility Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Vannguard Utility Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan in TX ($4M); by covered participants it is Waypoint Analytical 401(k) in TN (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Vannguard Utility Partners, Inc. 401(k) Plan assets move in 2024? ▼
Vannguard Utility Partners, Inc. 401(k) Plan grew sharply - up 28.0% during 2024, from $3M to $4M. Reported net income was $787K.
How have Vannguard Utility Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vannguard Utility Partners, Inc.'s sponsor-wide assets grew 52.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Vannguard Utility Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan in TX ($4M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Vannguard Utility Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Waypoint Analytical 401(k) in TN (368 participants, N/A 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 421502105.

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.