401(k) · DOL Form 5500 · 2023

Veregy, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
430
Participants Below avg headcount
80th
Percentile by assets National rank
$75,916
Avg per participant Below avg balance/head
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Official DOL plan name: Veregy 401(k) Plan · Sponsored by Veregy, LLC · Arizona · Construction

$33M in assets, 430 participants

Veregy, LLC's Veregy 401(k) Plan reported $33M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,115 in Construction (9,030 peers)

Where Veregy 401(k) Plan sits by assets

Veregy 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 430 participants (~$75,916/participant), up 16.9% in 2023.

#7,115
in Construction (9,030 peers)
+16.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$32,643,841 Top 20% higher than 80% 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

Veregy 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. Veregy 401(k) Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Veregy 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Veregy 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Veregy 401(k) Plan reported participants fell from 487 in the plan year 2022 filing to 430 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834013155 · Veregy, LLC PY 2023 · 401(k)

Veregy 401(k) Plan · $33M · 430 · 80th

  • BOOK $33M
  • BOOK 430
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust
  • BOOK ind #7115

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 Construction retirement plans → · Plans in Arizona →

Veregy 401(k) Plan in the asset neighbourhood

Hennion & Walsh Inc 401(k) Profit Sharing Plan & TrustHennion & Walsh Inc 401(k) P…$33MDiamond Credit Union 401(k) Plan and TrustDiamond Credit Union 401(k) …$33MVeregy 401(k) Plan$33MStart Early$33MEmployee Stock Ownership 401(k) Plan and Trust for Employees of Jaynes Corporation (Ksop)Employee Stock Ownership 401…$33M
End-of-year total assets ($M) among Veregy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN834013155
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Veregy, LLC)

Sponsor-wide plan assets over time

All Veregy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 46.507594013887264% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.9M $40.9M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 487 $28M
2023 1 430 $33M
2024 1 419 $41M

Nearby 401(k) Plans in Arizona

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

Veregy 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Veregy 401(k) Plan, Total assets ($B): 0.032643841 · Participants: 430Veregy 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Veregy 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Veregy 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust in NJ ($33M); by covered participants it is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Veregy 401(k) Plan assets move in 2023? ▼
Veregy 401(k) Plan grew sharply - up 16.9% during 2023, from $28M to $33M. Reported net income was $5M.
How have Veregy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veregy, LLC's sponsor-wide assets grew 46.5%, from $28M to $41M.
Where does Veregy 401(k) Plan rank by assets among Form 5500 filers? ▼
Veregy 401(k) Plan ranks in the 80th 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 Veregy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust in NJ ($33M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Veregy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants, $326K 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 834013155.

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.