401(k) · DOL Form 5500 · 2023

Veritas Funding, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
203
Participants Below avg headcount
60th
Percentile by assets National rank
$52,843
Avg per participant Low balance/head
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Official DOL plan name: Veritas Funding. LLC Retirement Plan · Sponsored by Veritas Funding, LLC · Utah · Finance & Insurance

$11M in assets, 203 participants

Veritas Funding, LLC's Veritas Funding. LLC Retirement Plan reported $11M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,980 in Finance & Insurance (8,869 peers)

Coverage in Utah

Veritas Funding. LLC Retirement Plan covers 203 participants in Utah, about 34% of the average Utah filer (state average ~592 per filing). Assets: $11M.

#3,980
in Finance & Insurance (8,869 peers)
+9.7%
assets growth YoY

Veritas Funding. LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Veritas Funding. LLC Retirement Plan vs every filed plan by assets

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

$10,727,128 Top 40% higher than 60% 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

Veritas Funding. LLC Retirement 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. Veritas Funding. LLC Retirement Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Veritas Funding. LLC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $949K in the plan year 2023 filing.
  • Veritas Funding. LLC Retirement Plan reported participants fell from 260 in the plan year 2022 filing to 203 in the plan year 2023 filing.
  • Veritas Funding. LLC Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 861092244 · Veritas Funding, LLC PY 2023 · 401(k)

Veritas Funding. LLC Retirement Plan · $11M · 203 · 60th

  • 5500 $11M
  • ASSETS 203
  • PCT 60th
  • EIN 401(k)
  • RANK near The Caddell Dry Dock and Repair Co., Inc. 401(k) Plan
  • PHOTO ind #3980

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 Finance & Insurance retirement plans → · Plans in Utah →

Veritas Funding. LLC Retirement Plan in the asset neighbourhood

Veritas Funding. LLC Retirement PlanVeritas Funding. LLC Retirem…$11MThe Caddell Dry Dock and Repair Co., Inc. 401(k) PlanThe Caddell Dry Dock and Rep…$11MChange.Org 401(k) Plan$11MBell Incorporated Employees Profit Sharing PlanBell Incorporated Employees …$11MNextphase Medical Devices LLC 401(k) PlanNextphase Medical Devices LL…$11M
End-of-year total assets ($M) among Veritas Funding. LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$949K
Employer EIN861092244
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Veritas Funding, LLC)

Sponsor-wide plan assets over time

All Veritas Funding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.842923617844693% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.78M $12M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 260 $10M
2023 1 203 $11M
2024 1 155 $12M

Nearby 401(k) Plans in Utah

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

Veritas Funding. LLC Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Veritas Funding. LLC Retirement Plan, Total assets ($B): 0.010727128 · Participants: 203Veritas Funding. LLC Retirement PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Veritas Funding. LLC Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Veritas Funding. LLC Retirement Plan side-by-side with 3 peers →

Veritas Funding. LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Caddell Dry Dock and Repair Co., Inc. 401(k) Plan in NY ($11M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Veritas Funding. LLC Retirement Plan assets move in 2023? ▼
Veritas Funding. LLC Retirement Plan grew at a solid clip - up 9.7% during 2023, from $10M to $11M. Reported net income was $949K.
How have Veritas Funding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veritas Funding, LLC's sponsor-wide assets grew 22.8%, from $10M to $12M.
Which 401(k) plans are similar in size to Veritas Funding. LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Caddell Dry Dock and Repair Co., Inc. 401(k) Plan in NY ($11M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Veritas Funding. LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 861092244.

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.