Plan5500

The Vernon Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Vernon Company (EIN 42-0649215) is a plan sponsor located in Newton, IA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-0649215
Location
Newton, IA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.8MSummed across loaded plans$35,752,199
Total reported assets$35.8M$35,752,199
Total reported participants566
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35.8M total assets
Net assets$35.8MLiabilities$0
Contributions & income
Employer contributions$337K
Participant contributions$1.2M
Total income / additions$7.5M
Expenses & distributions
Benefits paid / distributions$4.9M
Total expenses$5M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%The Vernon Company 401(K) Plan For Administrative And Affiliated Company
Participants per plan189Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Vernon Company 401(K) Plan For Administrative And Affiliated Company$18.6M
    Plan #004 · 172 participants · 2023
  2. 2
    The Vernon Investment And Retirement Plan For Field Salespersons$17.2M
    Plan #002 · 128 participants · 2023
  3. 3
    Vernon Company Welfare Benefit Plannot reported in the loaded dataset
    Plan #512 · 266 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Vernon Company
YearPlanParticipantsSchedulesFiling
2023The Vernon Investment And Retirement Plan For Field Salespersons128H, C20240724135103NAL0013064929001
2023The Vernon Company 401(K) Plan For Administrative And Affiliated Company172H, C20240724140418NAL0008229795001
2023Vernon Company Welfare Benefit Plan266—20241030101344NAL0000351187001

Related Form 5500 pages