401(k) · DOL Form 5500 · 2023

Solerity, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
130
Participants Small participant base
83rd
Percentile by assets National rank
$303,741
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Solerity 401(k) Plan · Sponsored by Solerity, Inc. · Virginia · Professional & Technical Services

$39M in assets, 130 participants

Solerity, Inc.'s Solerity 401(k) Plan reported $39M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,995 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Solerity 401(k) Plan covers 130 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $39M.

#16,995
in Professional & Technical Services (20,321 peers)
-3.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Solerity 401(k) Plan's outsized position by total assets

Solerity 401(k) Plan vs every filed plan by assets

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

$39,486,287 Top 17% higher than 83% 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

Solerity 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. Solerity 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Solerity 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Solerity 401(k) Plan reported participants fell from 217 in the plan year 2022 filing to 130 in the plan year 2023 filing.
  • Solerity 401(k) Plan end-of-year assets fell from $41M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541593395 · Solerity, Inc. PY 2023 · 401(k)

Solerity 401(k) Plan · $39M · 130 · 83rd

  • SCH $39M
  • SCH 130
  • SCH 83rd
  • SCH 401(k)
  • SCH near John H. Carter Co., Inc. 401(k) Profit Sharing Plan
  • SCH ind #16995

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 Virginia →

Solerity 401(k) Plan in the asset neighbourhood

Solerity 401(k) Plan$39MJohn H. Carter Co., Inc. 401(k) Profit Sharing PlanJohn H. Carter Co., Inc. 401…$39MTruly Nolen of America, Inc. Profit Sharing and Savings PlanTruly Nolen of America, Inc.…$39MKeywords US Holdings, Inc. 401(k) P/S PlanKeywords US Holdings, Inc. 4…$39MNifco America Corporation Savings Retirement PlanNifco America Corporation Sa…$39M
End-of-year total assets ($M) among Solerity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$39M
Net Income-$1M
Employer EIN541593395
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solerity, Inc.)

Sponsor-wide plan assets over time

All Solerity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 3.7513230742293264% vs 2022
2024 filing year
$39M$39.5M$40M$40.5M$41M$41.5M 202220232024 $41M $39.5M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 217 $41M
2023 1 130 $39M
2024 1 107 $39M

Nearby 401(k) Plans in Virginia

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

Solerity 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Solerity 401(k) Plan, Total assets ($B): 0.039486287 · Participants: 130Solerity 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Solerity 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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

Outside Virginia, the nearest 401(k) by assets is John H. Carter Co., Inc. 401(k) Profit Sharing Plan in LA ($39M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Solerity 401(k) Plan assets move in 2023?
Solerity 401(k) Plan edged down modestly - down 3.8% during 2023, from $41M to $39M. Reported net income was -$1M.
How have Solerity, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Solerity, Inc.'s sponsor-wide assets declined 3.8%, from $41M to $39M.
Where does Solerity 401(k) Plan rank by assets among Form 5500 filers?
Solerity 401(k) Plan ranks in the 83rd 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 Solerity 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is John H. Carter Co., Inc. 401(k) Profit Sharing Plan in LA ($39M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Solerity 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M in assets).