401(k) · DOL Form 5500 · 2024

Ventra Ionia LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
981
Participants Near avg headcount
76th
Percentile by assets National rank
$28,730
Avg per participant Low balance/head
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Official DOL plan name: Ventra Ionia Union #436 401(k) Plan · Sponsored by Ventra Ionia LLC · Illinois · Manufacturing

$28M in assets, 981 participants

Ventra Ionia LLC's Ventra Ionia Union #436 401(k) Plan reported $28M in total assets and 981 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,989 in Manufacturing (17,777 peers)

Where Ventra Ionia Union #436 401(k) Plan sits by assets

Ventra Ionia Union #436 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 981 participants (~$28,730/participant), up 15.8% in 2024.

#11,989
in Manufacturing (17,777 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ventra Ionia Union #436 401(k) Plan's outsized position by total assets

Ventra Ionia Union #436 401(k) Plan vs every filed plan by assets

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

$28,184,250 Top 24% higher than 76% 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

Ventra Ionia Union #436 401(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. Ventra Ionia Union #436 401(k) Plan sits mid-pack in the medium band (981 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ventra Ionia Union #436 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ventra Ionia Union #436 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Ventra Ionia Union #436 401(k) Plan reported participants rose from 897 in the plan year 2023 filing to 981 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270385504 · Ventra Ionia LLC PY 2024 · 401(k)

Ventra Ionia Union #436 401(k) Plan · $28M · 981 · 76th

  • EIN $28M
  • RANK 981
  • PHOTO 76th
  • IND 401(k)
  • EOY near Lobar Retirement Plan
  • 5500 ind #11989

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 Manufacturing retirement plans → · Plans in Illinois →

Ventra Ionia Union #436 401(k) Plan in the asset neighbourhood

Energy Recovery, Inc. 401(k) PlanEnergy Recovery, Inc. 401(k)…$28MSalud Family Health Employee Contribution 403(b) PlanSalud Family Health Employee…$28MSh Group Retirement Savings PlanSh Group Retirement Savings …$28MVentra Ionia Union #436 401(k) PlanVentra Ionia Union #436 401(…$28MLobar Retirement Plan$28M
End-of-year total assets ($M) among Ventra Ionia Union #436 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN270385504
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ventra Ionia LLC)

Sponsor-wide plan assets over time

All Ventra Ionia LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.601897769982184% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.6M $28.2M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 1,015 $22M
2023 1 897 $24M
2024 1 981 $28M

Nearby 401(k) Plans in Illinois

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

Ventra Ionia Union #436 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ventra Ionia Union #436 401(k) Plan, Total assets ($B): 0.02818425 · Participants: 981Ventra Ionia Union #436 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Ventra Ionia Union #436 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ventra Ionia Union #436 401(k) Plan side-by-side with 3 peers →

Ventra Ionia Union #436 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lobar Retirement Plan in PA ($28M); by covered participants it is Kearney & Co and E.F. Kearney Ltd 401(k) Profit Sharing Plan in VA (981 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (981 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 Ventra Ionia Union #436 401(k) Plan assets move in 2024? ▼
Ventra Ionia Union #436 401(k) Plan grew sharply - up 15.8% during 2024, from $24M to $28M. Reported net income was $4M.
How have Ventra Ionia LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ventra Ionia LLC's sponsor-wide assets grew 30.6%, from $22M to $28M.
Where does Ventra Ionia Union #436 401(k) Plan rank by assets among Form 5500 filers? ▼
Ventra Ionia Union #436 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ventra Ionia Union #436 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lobar Retirement Plan in PA ($28M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Ventra Ionia Union #436 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kearney & Co and E.F. Kearney Ltd 401(k) Profit Sharing Plan in VA (981 participants, $116M 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 270385504.

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.