401(k) · DOL Form 5500 · 2022

Verbatim Advisory Group LLC 401(k) Plan

Data updated 2026-08-25

$669K
Total assets Small plan by assets
44
Participants Small participant base
21st
Percentile by assets National rank
$15,196
Avg per participant Low balance/head
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Official DOL plan name: Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust · Sponsored by Verbatim Advisory Group LLC · Massachusetts · Professional & Technical Services

$669K in assets, 44 participants

Verbatim Advisory Group LLC's Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust reported $669K in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,665 in Professional & Technical Services (21,562 peers)

2022 asset change

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust contracted severely 40.4% in 2022 ($1M → $669K) for 44 participants.

#3,665
in Professional & Technical Services (21,562 peers)
-40.4%
assets change YoY

The plan reported a net loss of $454K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust among the smaller filed plans by assets

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust vs every filed plan by assets

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

$668,603 21st percentile higher than 21% 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

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust is a small filing (44 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 203331994 · Verbatim Advisory Group LLC PY 2022 · 401(k)

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust · $669K · 44 · 21st

  • EOY $669K
  • 5500 44
  • ASSETS 21st
  • PCT 401(k)
  • EIN near Hart Ranch 401(k) Profit Sharing Plan
  • RANK ind #3665

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 Massachusetts →

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust in the asset neighbourhood

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & TrustVerbatim Advisory Group LLC,…$669KHart Ranch 401(k) Profit Sharing PlanHart Ranch 401(k) Profit Sha…$669KNew Horizons Beauty Ventures Incorporated 401(k) Profit Sharing PlanNew Horizons Beauty Ventures…$669KEleni Kelakos Enterprises Ltd 401(k) Profit Sharing PlanEleni Kelakos Enterprises Lt…$669KGulf South Services, Inc. 401(k) PlanGulf South Services, Inc. 40…$668K
End-of-year total assets ($M) among Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Verbatim Advisory Group LLC years around the 2022 move

Sponsor-wide plan assets over time

All Verbatim Advisory Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$660K 1.3119893269997291% vs 2022
2024 filing year
$0.65M$0.7M$0.75M 202220232024 $0.67M $0.66M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 44 $669K
2023 1 8 $731K
2024 1 5 $660K

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$669K
Net Income-$454K
Employer EIN203331994
Plan Effective Date2002-10-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust, Total assets ($B): 0.000668603 · Participants: 44Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust side-by-side with 3 peers →

Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hart Ranch 401(k) Profit Sharing Plan in OR ($669K); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust assets move in 2022? ▼
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust contracted severely - down 40.4% during 2022, from $1M to $669K. Reported net income was -$454K.
How have Verbatim Advisory Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verbatim Advisory Group LLC's sponsor-wide assets declined 1.3%, from $669K to $660K.
Where does Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hart Ranch 401(k) Profit Sharing Plan in OR ($669K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M 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 203331994.

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.