401(k) · DOL Form 5500 · 2022

Vericity Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
462
Participants Below avg headcount
83rd
Percentile by assets National rank
$65,738
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vericity Holdings, Inc. 401(k) Plan · Sponsored by Vericity Holdings, Inc. · Illinois · Finance & Insurance

$30M in assets, 462 participants

Vericity Holdings, Inc.'s Vericity Holdings, Inc. 401(k) Plan reported $30M in total assets and 462 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,710 in Finance & Insurance (9,261 peers)

Where Vericity Holdings, Inc. 401(k) Plan sits by assets

Vericity Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 462 participants (~$65,738/participant), down 12.5% in 2022.

#6,710
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.

Vericity Holdings, Inc. 401(k) Plan's outsized position by total assets

Vericity Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$30,371,073 Top 17% higher than 83% 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

Vericity Holdings, Inc. 401(k) 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. Vericity Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (462 participants).

Published 5500 schedule card

Filing strip 208853625 · Vericity Holdings, Inc. PY 2022 · 401(k)

Vericity Holdings, Inc. 401(k) Plan · $30M · 462 · 83rd

  • ASSETS $30M
  • PCT 462
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near Edmund Optics, Inc. 401(k) Savings Retirement Plan
  • IND ind #6710

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 Illinois →

Vericity Holdings, Inc. 401(k) Plan in the asset neighbourhood

Saint Francis Ministries, Inc. 401(k) Plan PlanSaint Francis Ministries, In…$30MVericity Holdings, Inc. 401(k) PlanVericity Holdings, Inc. 401(…$30MEdmund Optics, Inc. 401(k) Savings Retirement PlanEdmund Optics, Inc. 401(k) S…$30MDietz & Watson, Inc. Deferred Salary Savings PlanDietz & Watson, Inc. Deferre…$30MSigmatech, Inc. 401(k) Profit Sharing PlanSigmatech, Inc. 401(k) Profi…$30M
End-of-year total assets ($M) among Vericity Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN208853625
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vericity Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$45M 49.8006804040147% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.4M $45.5M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 462 $30M
2023 1 419 $38M
2024 1 430 $45M

Nearby 401(k) Plans in Illinois

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

Vericity Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Vericity Holdings, Inc. 401(k) Plan, Total assets ($B): 0.030371073 · Participants: 462Vericity Holdings, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Vericity Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Vericity Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Vericity Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Edmund Optics, Inc. 401(k) Savings Retirement Plan in NJ ($30M); by covered participants it is Southeastern Health Services of Pennsylvania, Inc. 401(k) Profit Sharing Plan in PA (462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 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 Vericity Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Vericity Holdings, Inc. 401(k) Plan pulled back noticeably - down 12.5% during 2022, from $35M to $30M. Reported net income was -$4M.
How have Vericity Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vericity Holdings, Inc.'s sponsor-wide assets grew 49.8%, from $30M to $45M.
Where does Vericity Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vericity Holdings, Inc. 401(k) Plan ranks in the 83rd 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 Vericity Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edmund Optics, Inc. 401(k) Savings Retirement Plan in NJ ($30M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Vericity Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Health Services of Pennsylvania, Inc. 401(k) Profit Sharing Plan in PA (462 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 208853625.

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.