401(k) · DOL Form 5500 · 2023

Versiti, Inc. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
2,257
Participants Above avg headcount
93rd
Percentile by assets National rank
$61,160
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Versiti, Inc. 401(k) Retirement Plan · Sponsored by Versiti, Inc. · Wisconsin · Healthcare & Social Assistance

$138M in assets, 2,257 participants

Versiti, Inc.'s Versiti, Inc. 401(k) Retirement Plan reported $138M in total assets and 2,257 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,627 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Versiti, Inc. 401(k) Retirement Plan covers 2,257 participants in Wisconsin, 4.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $138M.

#16,627
in Healthcare & Social Assistance (17,684 peers)
+27.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Versiti, Inc. 401(k) Retirement Plan's outsized position by total assets

Versiti, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$138,037,714 Top 7% higher than 93% 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

Versiti, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Versiti, Inc. 401(k) Retirement Plan lands in the large band (2,257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Versiti, Inc. 401(k) Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Versiti, Inc. 401(k) Retirement Plan end-of-year assets rose from $109M in the plan year 2022 filing to $138M in the plan year 2023 filing.
  • Versiti, Inc. 401(k) Retirement Plan reported participants fell from 2,311 in the plan year 2022 filing to 2,257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454675354 · Versiti, Inc. PY 2023 · 401(k)

Versiti, Inc. 401(k) Retirement Plan · $138M · 2,257 · 93rd

  • PCT $138M
  • EIN 2,257
  • RANK 93rd
  • PHOTO 401(k)
  • IND near Transdev North America, Inc. 401(k) Plan for Collectively Bargained Employees
  • EOY ind #16627

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Versiti, Inc. 401(k) Retirement Plan in the asset neighbourhood

Waste Isolation Pilot Plant Savings PlanWaste Isolation Pilot Plant …$138MVersiti, Inc. 401(k) Retirement PlanVersiti, Inc. 401(k) Retirem…$138MTransdev North America, Inc. 401(k) Plan for Collectively Bargained EmployeesTransdev North America, Inc.…$138MExpress Savings and Retirement PlanExpress Savings and Retireme…$138MBge, Inc. 401(k) Plan$138M
End-of-year total assets ($M) among Versiti, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$138M
Net Income$30M
Employer EIN454675354
Plan Effective Date2017-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Versiti, Inc.)

Sponsor-wide plan assets over time

All Versiti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$262M 35.27607405896217% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $193M $262M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 2,820 $193M
2023 2 2,696 $231M
2024 2 2,893 $262M

Nearby 401(k) Plans in Wisconsin

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

Versiti, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Versiti, Inc. 401(k) Retirement Plan, Total assets ($B): 0.138037714 · Participants: 2257Versiti, Inc. 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Versiti, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Versiti, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Transdev North America, Inc. 401(k) Plan for Collectively Bargained Employees in IL ($138M); by covered participants it is San Antonio Regional Hospital Savings Plan in CA (2,257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,257 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 Versiti, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Versiti, Inc. 401(k) Retirement Plan grew sharply - up 27.2% during 2023, from $109M to $138M. Reported net income was $30M.
How have Versiti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Versiti, Inc.'s sponsor-wide assets grew 35.3%, from $193M to $262M.
Where does Versiti, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Versiti, Inc. 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Versiti, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transdev North America, Inc. 401(k) Plan for Collectively Bargained Employees in IL ($138M, 3,910 participants).
Which 401(k) plans cover a similar participant headcount to Versiti, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Antonio Regional Hospital Savings Plan in CA (2,257 participants, $174M 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 454675354.

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.