401(k) · DOL Form 5500 · 2024
Venables Bell & Partners LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $499,669
- Avg per participant High balance/head
Official DOL plan name: Venables Bell & Partners LLC 401(k) Profit Sharing Plan · Sponsored by Venables Bell & Partners LLC · California · Professional & Technical Services
$22M in assets, 45 participants
Venables Bell & Partners LLC's Venables Bell & Partners LLC 401(k) Profit Sharing Plan reported $22M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,523 in Professional & Technical Services (20,173 peers)
Venables Bell & Partners LLC multi-year trail
Venables Bell & Partners LLC's plans moved +18.3% in assets from 2022 to 2024; this filing shows Venables Bell & Partners LLC 401(k) Profit Sharing Plan at $22M / 45 participants.
- #14,523
- in Professional & Technical Services (20,173 peers)
- +7.8%
- assets growth YoY
Venables Bell & Partners LLC 401(k) Profit Sharing Plan's outsized position by total assets
Venables Bell & Partners LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,485,101 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Venables Bell & Partners LLC 401(k) Profit Sharing 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. Venables Bell & Partners LLC 401(k) Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Venables Bell & Partners LLC 401(k) Profit Sharing Plan reported participants fell from 55 in the plan year 2023 filing to 45 in the plan year 2024 filing.
- Venables Bell & Partners LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Venables Bell & Partners LLC 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
DOL schedule card
Filing strip 680475041 · Venables Bell & Partners LLC PY 2024 · 401(k)
Venables Bell & Partners LLC 401(k) Profit Sharing Plan · $22M · 45 · 72nd
- 5500 $22M
- 5500 45
- 5500 72nd
- 5500 401(k)
- 5500 near Agri Stats. Inc. 401(k) Plan
- 5500 ind #14523
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 →
Venables Bell & Partners LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Venables Bell & Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Venables Bell & Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 18.298405690840646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $19M |
| 2023 | 1 | 55 | $21M |
| 2024 | 1 | 45 | $22M |
Venables Bell & Partners LLC filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 680475041 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Venables Bell & Partners LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Agri Stats. Inc. 401(k) Plan in IN ($22M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.