401(k) · DOL Form 5500 · 2023

Velosio, LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
347
Participants Below avg headcount
85th
Percentile by assets National rank
$137,536
Avg per participant Near avg balance/head
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Official DOL plan name: Velosio, LLC 401(k) Plan · Sponsored by Velosio, LLC · Ohio · Professional & Technical Services

$48M in assets, 347 participants

Velosio, LLC's Velosio, LLC 401(k) Plan reported $48M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,507 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Velosio, LLC 401(k) Plan covers 347 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $48M.

#17,507
in Professional & Technical Services (20,321 peers)
+27.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Velosio, LLC 401(k) Plan's outsized position by total assets

Velosio, LLC 401(k) Plan vs every filed plan by assets

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

$47,724,985 Top 15% higher than 85% 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

Velosio, LLC 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. Velosio, LLC 401(k) Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Velosio, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Velosio, LLC 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Velosio, LLC 401(k) Plan reported participants rose from 304 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 823716350 · Velosio, LLC PY 2023 · 401(k)

Velosio, LLC 401(k) Plan · $48M · 347 · 85th

  • PHOTO $48M
  • IND 347
  • EOY 85th
  • 5500 401(k)
  • ASSETS near The Accuride Employee Retirement and Savings Plan and Trust
  • PCT ind #17507

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 Ohio →

Velosio, LLC 401(k) Plan in the asset neighbourhood

Avalign Technologies Inc 401(k) PlanAvalign Technologies Inc 401…$48MVelosio, LLC 401(k) Plan$48MThe Accuride Employee Retirement and Savings Plan and TrustThe Accuride Employee Retire…$48MRichards Building Supply Co. Profit Sharing PlanRichards Building Supply Co.…$48MSmyth Companies Savings and Profit Sharing PlanSmyth Companies Savings and …$48M
End-of-year total assets ($M) among Velosio, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$48M
Net Income$10M
Employer EIN823716350
Plan Effective Date2004-11-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Velosio, LLC)

Sponsor-wide plan assets over time

All Velosio, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 53.293601217396855% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.6M $57.6M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 304 $38M
2023 1 347 $48M
2024 1 347 $58M

Nearby 401(k) Plans in Ohio

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

Velosio, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Velosio, LLC 401(k) Plan, Total assets ($B): 0.047724985 · Participants: 347Velosio, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Velosio, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Velosio, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is The Accuride Employee Retirement and Savings Plan and Trust in CA ($48M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Velosio, LLC 401(k) Plan assets move in 2023? ▼
Velosio, LLC 401(k) Plan grew sharply - up 27.0% during 2023, from $38M to $48M. Reported net income was $10M.
How have Velosio, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Velosio, LLC's sponsor-wide assets grew 53.3%, from $38M to $58M.
Where does Velosio, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Velosio, LLC 401(k) Plan ranks in the 85th 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 Velosio, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Accuride Employee Retirement and Savings Plan and Trust in CA ($48M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Velosio, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants, $16M 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 823716350.

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.