401(k) · DOL Form 5500 · 2024
Vft Holdings LP 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $161,737
- Avg per participant Above avg balance/head
Official DOL plan name: Vivaldi Capital Management, LLC 401(k) Plan · Sponsored by Vft Holdings LP · Illinois · Finance & Insurance
$11M in assets, 66 participants
Vft Holdings LP's Vivaldi Capital Management, LLC 401(k) Plan reported $11M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,510 in Finance & Insurance (8,549 peers)
Vft Holdings LP multi-year trail
Vft Holdings LP's plans moved +77.3% in assets from 2022 to 2024; this filing shows Vivaldi Capital Management, LLC 401(k) Plan at $11M / 66 participants.
- #3,510
- in Finance & Insurance (8,549 peers)
- +37.5%
- assets growth YoY
Vivaldi Capital Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Vivaldi Capital Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,674,614 Top 43% higher than 57% 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
Vivaldi Capital Management, LLC 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. Vivaldi Capital Management, LLC 401(k) Plan is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vivaldi Capital Management, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Vivaldi Capital Management, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Vivaldi Capital Management, LLC 401(k) Plan reported participants rose from 62 in the plan year 2023 filing to 66 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 471205673 · Vft Holdings LP PY 2024 · 401(k)
Vivaldi Capital Management, LLC 401(k) Plan · $11M · 66 · 57th
- IND $11M
- EOY 66
- 5500 57th
- ASSETS 401(k)
- PCT near Panzura LLC 401(k)
- EIN ind #3510
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 Illinois →
Vivaldi Capital Management, LLC 401(k) Plan in the asset neighbourhood
Vft Holdings LP multi-year asset trail
Sponsor-wide plan assets over time
All Vft Holdings LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 77.32020036661342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $6M |
| 2023 | 1 | 62 | $8M |
| 2024 | 1 | 66 | $11M |
Vft Holdings LP filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 471205673 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Vivaldi Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Panzura LLC 401(k) in CA ($11M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Panzura LLC 401(k) (CA) $11M · 125
- Latitude 36 Foods LLC 401(k) Plan (CA) $11M · 875
- Brightkey 401(k) Retirement Plan (MD) $11M · 444
- K & M Associates Savings and Investment Plan (RI) $11M · 56
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- California Fine Wire Company 401(k) Profit Sharing Plan (CA) 66 · 0 off
- Ukiah Natural Foods 401(k) Plan (CA) 66 · 0 off
- Intrinsix Corp. 401(k) Plan (MA) 66 · 0 off
- Cha Group Retirement Plan (TN) 66 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.