401(k) · DOL Form 5500 · 2022
Verve, a Credit Union 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 309
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $61,557
- Avg per participant Low balance/head
Official DOL plan name: Verve Retirement Plan · Sponsored by Verve, a Credit Union · Wisconsin · Finance & Insurance
$19M in assets, 309 participants
Verve, a Credit Union's Verve Retirement Plan reported $19M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #5,825 in Finance & Insurance (9,261 peers)
Where Verve Retirement Plan sits by assets
Verve Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 309 participants (~$61,557/participant), down 18.2% in 2022.
- #5,825
- in Finance & Insurance (9,261 peers)
- -18.2%
- assets change YoY
- 0.2×
- 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.
Verve Retirement Plan's outsized position by total assets
Verve Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,020,988 Top 23% higher than 77% 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
Verve 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. Verve Retirement Plan sits mid-pack in the medium band (309 participants).
Form 5500 schedule snapshot
Filing strip 390711674 · Verve, a Credit Union PY 2022 · 401(k)
Verve Retirement Plan · $19M · 309 · 77th
- BOY $19M
- SCH 309
- EBSA 77th
- PART 401(k)
- TYPE near Domestic Linen Supply & Laundry Co. Retirement Savings Plan
- NET ind #5825
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 Wisconsin →
Verve Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 390711674 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Verve, a Credit Union)
Sponsor-wide plan assets over time
All Verve, a Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 17.96283663077859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $19M |
| 2023 | 1 | 298 | $22M |
| 2024 | 1 | 328 | $22M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Verve Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Domestic Linen Supply & Laundry Co. Retirement Savings Plan in MI ($19M); by covered participants it is Pear Therapeutics (US) 401(k) Retirement Plan in MA (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (309 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.