401(k) · DOL Form 5500 · 2022

Verus Advisory, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
91
Participants Small participant base
81st
Percentile by assets National rank
$294,066
Avg per participant High balance/head
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Official DOL plan name: Verus Advisory, Inc. Retirement & Savings Plan · Sponsored by Verus Advisory, Inc. · Washington · Finance & Insurance

$27M in assets, 91 participants

Verus Advisory, Inc.'s Verus Advisory, Inc. Retirement & Savings Plan reported $27M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,476 in Finance & Insurance (9,261 peers)

Where Verus Advisory, Inc. Retirement & Savings Plan sits by assets

Verus Advisory, Inc. Retirement & Savings Plan sits in the top quartile of all filed plans by assets, $27M for 91 participants (~$294,066/participant), down 12.5% in 2022.

#6,476
in Finance & Insurance (9,261 peers)
-12.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Verus Advisory, Inc. Retirement & Savings Plan's outsized position by total assets

Verus Advisory, Inc. Retirement & Savings Plan vs every filed plan by assets

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

$26,759,996 Top 19% higher than 81% 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

Verus Advisory, Inc. Retirement & Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Verus Advisory, Inc. Retirement & Savings Plan is a small filing (91 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 911320111 · Verus Advisory, Inc. PY 2022 · 401(k)

Verus Advisory, Inc. Retirement & Savings Plan · $27M · 91 · 81st

  • EBSA $27M
  • EBSA 91
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Network Building & Consulting 401(k) Plan
  • EBSA ind #6476

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 Washington →

Verus Advisory, Inc. Retirement & Savings Plan in the asset neighbourhood

Brach Eichler L.L.C. 401(k) PlanBrach Eichler L.L.C. 401(k) …$27MHopkins Manufacturing Corporation Employees Profit Sharing PlanHopkins Manufacturing Corpor…$27MVerus Advisory, Inc. Retirement & Savings PlanVerus Advisory, Inc. Retirem…$27MNetwork Building & Consulting 401(k) PlanNetwork Building & Consultin…$27MPrinceton Information Ltd Employee Savings &Princeton Information Ltd Em…$27M
End-of-year total assets ($M) among Verus Advisory, Inc. Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN911320111
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Verus Advisory, Inc.)

Sponsor-wide plan assets over time

All Verus Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 38.4539631470797% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.8M $37.1M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 91 $27M
2023 1 95 $33M
2024 1 96 $37M

Nearby 401(k) Plans in Washington

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

Verus Advisory, Inc. Retirement & Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Verus Advisory, Inc. Retirement & Savings Plan, Total assets ($B): 0.026759996 · Participants: 91Verus Advisory, Inc. Retirement & Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Verus Advisory, Inc. Retirement & Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Verus Advisory, Inc. Retirement & Savings Plan side-by-side with 3 peers →

Verus Advisory, Inc. Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Network Building & Consulting 401(k) Plan in MD ($27M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Verus Advisory, Inc. Retirement & Savings Plan assets move in 2022? ▼
Verus Advisory, Inc. Retirement & Savings Plan pulled back noticeably - down 12.5% during 2022, from $31M to $27M. Reported net income was -$4M.
How have Verus Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verus Advisory, Inc.'s sponsor-wide assets grew 38.5%, from $27M to $37M.
Where does Verus Advisory, Inc. Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Verus Advisory, Inc. Retirement & Savings Plan ranks in the 81st 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 Verus Advisory, Inc. Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Network Building & Consulting 401(k) Plan in MD ($27M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Verus Advisory, Inc. Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 participants, N/A 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 911320111.

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.