401(k) · DOL Form 5500 · 2022

Venerable Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
358
Participants Below avg headcount
87th
Percentile by assets National rank
$127,660
Avg per participant Near avg balance/head
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Official DOL plan name: Venerable 401(k) Savings Plan · Sponsored by Venerable Holdings, Inc. · Pennsylvania · Finance & Insurance

$46M in assets, 358 participants

Venerable Holdings, Inc.'s Venerable 401(k) Savings Plan reported $46M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,370 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Venerable 401(k) Savings Plan covers 358 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $46M.

#7,370
in Finance & Insurance (9,261 peers)
+6.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Venerable 401(k) Savings Plan's outsized position by total assets

Venerable 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,702,142 Top 13% higher than 87% of 139,123 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 2022

Venerable 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Venerable 401(k) Savings Plan sits mid-pack in the medium band (358 participants).

Form 5500 schedule snapshot

Filing strip 824345930 · Venerable Holdings, Inc. PY 2022 · 401(k)

Venerable 401(k) Savings Plan · $46M · 358 · 87th

  • IND $46M
  • IND 358
  • IND 87th
  • IND 401(k)
  • IND near The Arena Group Holdings, Inc. 401(k) Plan
  • IND ind #7370

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 Pennsylvania →

Venerable 401(k) Savings Plan in the asset neighbourhood

The Mcguire Group 401(k) Plan$46MVenerable 401(k) Savings Plan$46MThe Arena Group Holdings, Inc. 401(k) PlanThe Arena Group Holdings, In…$46MFedex Corporation Retirement Savings Plan for Puerto RicoFedex Corporation Retirement…$46MLoffler Companies, Inc. 401(k) Profit Sharing PlanLoffler Companies, Inc. 401(…$46M
End-of-year total assets ($M) among Venerable 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN824345930
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Venerable Holdings, Inc.)

Sponsor-wide plan assets over time

All Venerable Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 91.8017431217994% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.7M $87.7M ▲ +91.8%
Year Plans Participants Total Assets
2022 1 358 $46M
2023 1 388 $65M
2024 1 431 $88M

Nearby 401(k) Plans in Pennsylvania

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

Venerable 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Venerable 401(k) Savings Plan, Total assets ($B): 0.045702142 · Participants: 358Venerable 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Venerable 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Venerable 401(k) Savings Plan side-by-side with 3 peers →

Venerable 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Arena Group Holdings, Inc. 401(k) Plan in NY ($46M); by covered participants it is Crosman Corporation Retirement Incentive Savings Plan in NY (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Venerable 401(k) Savings Plan assets move in 2022? ▼
Venerable 401(k) Savings Plan grew at a solid clip - up 6.6% during 2022, from $43M to $46M. Reported net income was $3M.
How have Venerable Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venerable Holdings, Inc.'s sponsor-wide assets grew 91.8%, from $46M to $88M.
Where does Venerable 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Venerable 401(k) Savings Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Venerable 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Arena Group Holdings, Inc. 401(k) Plan in NY ($46M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Venerable 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crosman Corporation Retirement Incentive Savings Plan in NY (358 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824345930.

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.