401(k) · DOL Form 5500 · 2022

Velosio, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
304
Participants Below avg headcount
85th
Percentile by assets National rank
$123,646
Avg per participant Near avg balance/head
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Official DOL plan name: Velosio, LLC 401(k) Plan · Sponsored by Velosio, LLC · Ohio · Professional & Technical Services

$38M in assets, 304 participants

Velosio, LLC's Velosio, LLC 401(k) Plan reported $38M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,590 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Velosio, LLC 401(k) Plan covers 304 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $38M.

#18,590
in Professional & Technical Services (21,562 peers)
-7.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Velosio, LLC 401(k) Plan's outsized position by total assets

Velosio, LLC 401(k) Plan vs every filed plan by assets

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

$37,588,400 Top 15% higher than 85% 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

Velosio, LLC 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. Velosio, LLC 401(k) Plan sits mid-pack in the medium band (304 participants).

EBSA filing schedule strip

Filing strip 823716350 · Velosio, LLC PY 2022 · 401(k)

Velosio, LLC 401(k) Plan · $38M · 304 · 85th

  • VS-ST $38M
  • VS-ST 304
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Sageview Advisory Group 401(k)Plan
  • VS-ST ind #18590

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Velosio, LLC 401(k) Plan in the asset neighbourhood

Oia Retirement and Savings PlanOia Retirement and Savings P…$38MVelosio, LLC 401(k) Plan$38MSageview Advisory Group 401(k)PlanSageview Advisory Group 401(…$38MMidwest Orthopaedic Center S.C. 401(k) Profit Sharing PlanMidwest Orthopaedic Center S…$38MRegenxbio Inc 401(k) Plan$38M
End-of-year total assets ($M) among Velosio, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$38M
Net Income-$3M
Employer EIN823716350
Plan Effective Date2004-11-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Velosio, LLC)

Sponsor-wide plan assets over time

All Velosio, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 53.293601217396855% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.6M $57.6M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 304 $38M
2023 1 347 $48M
2024 1 347 $58M

Nearby 401(k) Plans in Ohio

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

Velosio, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Velosio, LLC 401(k) Plan, Total assets ($B): 0.0375884 · Participants: 304Velosio, LLC 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Velosio, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Velosio, LLC 401(k) Plan side-by-side with 3 peers →

Velosio, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sageview Advisory Group 401(k)Plan in CA ($38M); by covered participants it is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Velosio, LLC 401(k) Plan assets move in 2022? ▼
Velosio, LLC 401(k) Plan pulled back noticeably - down 7.1% during 2022, from $40M to $38M. Reported net income was -$3M.
How have Velosio, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Velosio, LLC's sponsor-wide assets grew 53.3%, from $38M to $58M.
Where does Velosio, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Velosio, LLC 401(k) Plan ranks in the 85th 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 Velosio, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sageview Advisory Group 401(k)Plan in CA ($38M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Velosio, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants, $27M 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 823716350.

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.