401(k) · DOL Form 5500 · 2023

Vertrauen, Inc 401(k) Plan

Data updated 2026-08-25

$124K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$124,055
Avg per participant Near avg balance/head
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Official DOL plan name: Vertrauen, Inc 401(k) Plan · Sponsored by Vertrauen, Inc · Florida · Healthcare & Social Assistance

$124K in assets, 1 participants

Vertrauen, Inc's Vertrauen, Inc 401(k) Plan reported $124K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

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

Vertrauen, Inc multi-year trail

Vertrauen, Inc's plans moved -23.0% in assets from 2022 to 2024; this filing shows Vertrauen, Inc 401(k) Plan at $124K / 1 participant.

#925
in Healthcare & Social Assistance (17,684 peers)
-21.4%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vertrauen, Inc 401(k) Plan among the smaller filed plans by assets

Vertrauen, Inc 401(k) Plan vs every filed plan by assets

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

$124,055 8th percentile higher than 8% 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

Vertrauen, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vertrauen, Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vertrauen, Inc 401(k) Plan reported net income fell from $71K in the plan year 2022 filing to -$34K in the plan year 2023 filing.
  • Vertrauen, Inc 401(k) Plan end-of-year assets fell from $158K in the plan year 2022 filing to $124K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473822854 · Vertrauen, Inc PY 2023 · 401(k)

Vertrauen, Inc 401(k) Plan · $124K · 1 · 8th

  • PHOTO $124K
  • IND 1
  • EOY 8th
  • 5500 401(k)
  • ASSETS near A Teamer Enterprises, Inc. 401(k) Plan
  • PCT ind #925

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 Florida →

Vertrauen, Inc 401(k) Plan in the asset neighbourhood

Vertrauen, Inc 401(k) Plan$124KA Teamer Enterprises, Inc. 401(k) PlanA Teamer Enterprises, Inc. 4…$124KImperial Development Corporation 401(k) PlanImperial Development Corpora…$124KQwerty, Inc. 401(k) Plan$124KLonestar Venture Partners Incorporated 401(k) Profit Sharing PlanLonestar Venture Partners In…$124K
End-of-year total assets ($M) among Vertrauen, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vertrauen, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Vertrauen, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$122K 22.953644229916513% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.16M $0.12M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 1 $158K
2023 1 1 $124K
2024 1 1 $122K

Vertrauen, Inc filing trail (2023)

Total Assets (Beginning of Year)$158K
Net Assets (End of Year)$124K
Net Income-$34K
Employer EIN473822854
Plan Effective Date2015-04-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Vertrauen, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vertrauen, Inc 401(k) Plan, Total assets ($B): 0.000124055 · Participants: 1Vertrauen, Inc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Vertrauen, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vertrauen, Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is A Teamer Enterprises, Inc. 401(k) Plan in GA ($124K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Vertrauen, Inc 401(k) Plan assets move in 2023? ▼
Vertrauen, Inc 401(k) Plan declined sharply - down 21.4% during 2023, from $158K to $124K. Reported net income was -$34K.
How have Vertrauen, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertrauen, Inc's sponsor-wide assets declined 23.0%, from $158K to $122K.
Where does Vertrauen, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Vertrauen, Inc 401(k) Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Vertrauen, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A Teamer Enterprises, Inc. 401(k) Plan in GA ($124K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Vertrauen, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 473822854.

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.