401(k) · DOL Form 5500 · 2022
Velox Valuations LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $30,526
- Avg per participant Low balance/head
Official DOL plan name: Velox Valuations LLC 401(k) Plan · Sponsored by Velox Valuations LLC · Indiana · Real Estate
$3M in assets, 90 participants
Velox Valuations LLC's Velox Valuations LLC 401(k) Plan reported $3M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #2,908 in Real Estate (5,057 peers)
Velox Valuations LLC multi-year trail
Velox Valuations LLC's plans moved +21.1% in assets from 2022 to 2024; this filing shows Velox Valuations LLC 401(k) Plan at $3M / 90 participants.
- #2,908
- in Real Estate (5,057 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Velox Valuations LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Velox Valuations LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,747,368 39th percentile higher than 39% 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
Velox Valuations LLC 401(k) 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. Velox Valuations LLC 401(k) Plan is a small filing (90 participants) on this national headcount ladder.
DOL schedule card
Filing strip 844430975 · Velox Valuations LLC PY 2022 · 401(k)
Velox Valuations LLC 401(k) Plan · $3M · 90 · 39th
- BOOK $3M
- BOOK 90
- BOOK 39th
- BOOK 401(k)
- BOOK near Main Sequence Technologies 401(k) Plan
- BOOK ind #2908
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 Real Estate retirement plans → · Plans in Indiana →
Velox Valuations LLC 401(k) Plan in the asset neighbourhood
Velox Valuations LLC multi-year asset trail
Sponsor-wide plan assets over time
All Velox Valuations LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.081485989499768% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $3M |
| 2023 | 1 | 63 | $3M |
| 2024 | 1 | 61 | $3M |
Velox Valuations LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$440K |
| Employer EIN | 844430975 |
| Plan Effective Date | 2020-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Velox Valuations LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Main Sequence Technologies 401(k) Plan in OH ($3M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Choicelegal Retirement Savings Plan (FL) 90 · 0 off
- Pacific Enterprise Bank 401(k)Plan (CA) 90 · 0 off
- Ambulatory Medical Care, Inc. Savings and Retirement Plan (OH) 90 · 0 off
- Marine Interior Systems 401(k) Plan (LA) 90 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.