401(k) · DOL Form 5500 · 2022
Veritas Funding, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $37,607
- Avg per participant Low balance/head
Official DOL plan name: Veritas Funding. LLC Retirement Plan · Sponsored by Veritas Funding, LLC · Utah · Finance & Insurance
$10M in assets, 260 participants
Veritas Funding, LLC's Veritas Funding. LLC Retirement Plan reported $10M in total assets and 260 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #4,433 in Finance & Insurance (9,261 peers)
Coverage in Utah
Veritas Funding. LLC Retirement Plan covers 260 participants in Utah, about 44% of the average Utah filer (state average ~592 per filing). Assets: $10M.
- #4,433
- in Finance & Insurance (9,261 peers)
- -22.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Veritas Funding. LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Veritas Funding. LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,777,899 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Veritas Funding. LLC Retirement 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. Veritas Funding. LLC Retirement Plan sits mid-pack in the medium band (260 participants).
Form 5500 schedule snapshot
Filing strip 861092244 · Veritas Funding, LLC PY 2022 · 401(k)
Veritas Funding. LLC Retirement Plan · $10M · 260 · 64th
- IND $10M
- IND 260
- IND 64th
- IND 401(k)
- IND near Decorative Panels 401(k) Plan
- IND ind #4433
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 Utah →
Veritas Funding. LLC Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 861092244 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Veritas Funding, LLC)
Sponsor-wide plan assets over time
All Veritas Funding, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 22.842923617844693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $10M |
| 2023 | 1 | 203 | $11M |
| 2024 | 1 | 155 | $12M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Veritas Funding. LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Decorative Panels 401(k) Plan in OH ($10M); by covered participants it is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Decorative Panels 401(k) Plan (OH) $10M · 245
- Hmh Lifestyles L.P. 401(k) Plan (TX) $10M · 208
- 401(k) Profit Sharing Plan for the Employees of Tig Advisors LLC (NY) $10M · 31
- Your 401(k) Plan, LLC Retirement Plan (WA) $10M · 2,604
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
- Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust (NJ) 260 · 0 off
- Phoenix Closures West 401(k) Plan (IL) 260 · 0 off
- South Atlantic Services, Inc. 401(k) Plan (NC) 260 · 0 off
- Community Rehab Associates Retirement Plan (FL) 260 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.