401(k) · DOL Form 5500 · 2023

Validity Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
289
Participants Below avg headcount
75th
Percentile by assets National rank
$78,452
Avg per participant Below avg balance/head
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Official DOL plan name: Validity Inc. 401(k) Plan · Sponsored by Validity Inc. · Massachusetts · Professional & Technical Services

$23M in assets, 289 participants

Validity Inc.'s Validity Inc. 401(k) Plan reported $23M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,228 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Validity Inc. 401(k) Plan covers 289 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#15,228
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Validity Inc. 401(k) Plan's outsized position by total assets

Validity Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,672,664 Top 25% higher than 75% of 127,068 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 2023

Validity Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Validity Inc. 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Validity Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Validity Inc. 401(k) Plan reported participants rose from 245 in the plan year 2022 filing to 289 in the plan year 2023 filing.
  • Validity Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 824326279 · Validity Inc. PY 2023 · 401(k)

Validity Inc. 401(k) Plan · $23M · 289 · 75th

  • 5500 $23M
  • ASSETS 289
  • PCT 75th
  • EIN 401(k)
  • RANK near Acme United Corporation 401(k) Profit Sharing Plan
  • PHOTO ind #15228

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 →

Validity Inc. 401(k) Plan in the asset neighbourhood

Validity Inc. 401(k) Plan$23MAcme United Corporation 401(k) Profit Sharing PlanAcme United Corporation 401(…$23MSbera 401(k) Plan as Adopted by Northeast BankSbera 401(k) Plan as Adopted…$23MGunnison Consulting Group, Inc. 401(k) PlanGunnison Consulting Group, I…$23MAtapco 401(k) Plan$23M
End-of-year total assets ($M) among Validity Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN824326279
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Validity Inc.)

Sponsor-wide plan assets over time

All Validity Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 31.21319748985257% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.6M $25.7M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 245 $20M
2023 1 289 $23M
2024 1 198 $26M

Nearby 401(k) Plans in Massachusetts

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

Validity Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Validity Inc. 401(k) Plan, Total assets ($B): 0.022672664 · Participants: 289Validity Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Validity Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Validity Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Acme United Corporation 401(k) Profit Sharing Plan in CT ($23M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Validity Inc. 401(k) Plan assets move in 2023? ▼
Validity Inc. 401(k) Plan grew sharply - up 15.6% during 2023, from $20M to $23M. Reported net income was $3M.
How have Validity Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Validity Inc.'s sponsor-wide assets grew 31.2%, from $20M to $26M.
Where does Validity Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Validity Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Validity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acme United Corporation 401(k) Profit Sharing Plan in CT ($23M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Validity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824326279.

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.