401(k) · DOL Form 5500 · 2023

Verus Advisory, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
95
Participants Small participant base
81st
Percentile by assets National rank
$348,892
Avg per participant High balance/head
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Official DOL plan name: Verus Advisory, Inc. Retirement & Savings Plan · Sponsored by Verus Advisory, Inc. · Washington · Finance & Insurance

$33M in assets, 95 participants

Verus Advisory, Inc.'s Verus Advisory, Inc. Retirement & Savings Plan reported $33M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,235 in Finance & Insurance (8,869 peers)

Where Verus Advisory, Inc. Retirement & Savings Plan sits by assets

Verus Advisory, Inc. Retirement & Savings Plan sits in the top quartile of all filed plans by assets, $33M for 95 participants (~$348,892/participant), up 23.9% in 2023.

#6,235
in Finance & Insurance (8,869 peers)
+23.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Verus Advisory, Inc. Retirement & Savings Plan's outsized position by total assets

Verus Advisory, Inc. Retirement & Savings Plan vs every filed plan by assets

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

$33,144,732 Top 19% higher than 81% 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

Verus Advisory, Inc. Retirement & Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Verus Advisory, Inc. Retirement & Savings Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Verus Advisory, Inc. Retirement & Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Verus Advisory, Inc. Retirement & Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Verus Advisory, Inc. Retirement & Savings Plan reported participants rose from 91 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911320111 · Verus Advisory, Inc. PY 2023 · 401(k)

Verus Advisory, Inc. Retirement & Savings Plan · $33M · 95 · 81st

  • ASSETS $33M
  • ASSETS 95
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Branding Iron Holdings Retirement Savings Plan
  • ASSETS ind #6235

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 Washington →

Verus Advisory, Inc. Retirement & Savings Plan in the asset neighbourhood

Proenergy Service 401(k) Plan$33MSeltzer Caplan Mcmahon Vitek Incentive PlanSeltzer Caplan Mcmahon Vitek…$33MSafe Federal Credit Union 401(k) PlanSafe Federal Credit Union 40…$33MVerus Advisory, Inc. Retirement & Savings PlanVerus Advisory, Inc. Retirem…$33MBranding Iron Holdings Retirement Savings PlanBranding Iron Holdings Retir…$33M
End-of-year total assets ($M) among Verus Advisory, Inc. Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN911320111
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Verus Advisory, Inc.)

Sponsor-wide plan assets over time

All Verus Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 38.4539631470797% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.8M $37.1M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 91 $27M
2023 1 95 $33M
2024 1 96 $37M

Nearby 401(k) Plans in Washington

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

Verus Advisory, Inc. Retirement & Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Verus Advisory, Inc. Retirement & Savings Plan, Total assets ($B): 0.033144732 · Participants: 95Verus Advisory, Inc. Retirement & Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Verus Advisory, Inc. Retirement & Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Verus Advisory, Inc. Retirement & Savings Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Branding Iron Holdings Retirement Savings Plan in MN ($33M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Verus Advisory, Inc. Retirement & Savings Plan assets move in 2023? ▼
Verus Advisory, Inc. Retirement & Savings Plan grew sharply - up 23.9% during 2023, from $27M to $33M. Reported net income was $6M.
How have Verus Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verus Advisory, Inc.'s sponsor-wide assets grew 38.5%, from $27M to $37M.
Where does Verus Advisory, Inc. Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Verus Advisory, Inc. Retirement & Savings Plan ranks in the 81st 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 Verus Advisory, Inc. Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Branding Iron Holdings Retirement Savings Plan in MN ($33M, 742 participants).
Which 401(k) plans cover a similar participant headcount to Verus Advisory, Inc. Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 911320111.

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.