401(k) · DOL Form 5500 · 2023

Velocity Risk Underwriters, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
133
Participants Small participant base
59th
Percentile by assets National rank
$77,294
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Velocity Risk Underwriters, LLC Retirement Plan · Sponsored by Velocity Risk Underwriters, LLC · Tennessee · Finance & Insurance

$10M in assets, 133 participants

Velocity Risk Underwriters, LLC's Velocity Risk Underwriters, LLC Retirement Plan reported $10M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,900 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Velocity Risk Underwriters, LLC Retirement Plan covers 133 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#3,900
in Finance & Insurance (8,869 peers)
+54.3%
assets growth YoY

Velocity Risk Underwriters, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Velocity Risk Underwriters, LLC Retirement Plan vs every filed plan by assets

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

$10,280,155 Top 41% higher than 59% 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

Velocity Risk Underwriters, LLC Retirement 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. Velocity Risk Underwriters, LLC Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Velocity Risk Underwriters, LLC Retirement Plan reported net income rose from $658K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Velocity Risk Underwriters, LLC Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Velocity Risk Underwriters, LLC Retirement Plan reported participants fell from 139 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364795326 · Velocity Risk Underwriters, LLC PY 2023 · 401(k)

Velocity Risk Underwriters, LLC Retirement Plan · $10M · 133 · 59th

  • EBSA $10M
  • PART 133
  • TYPE 59th
  • NET 401(k)
  • BOOK near Tata Steel International (Americas) Inc. Savings Plan
  • VS-ST ind #3900

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 Tennessee →

Velocity Risk Underwriters, LLC Retirement Plan in the asset neighbourhood

Velocity Risk Underwriters, LLC Retirement PlanVelocity Risk Underwriters, …$10MTata Steel International (Americas) Inc. Savings PlanTata Steel International (Am…$10MLa Familia Medical Center 403(b) Tax Deferred Retirement PlanLa Familia Medical Center 40…$10MTd2 401(k) Plan$10MHarbor Electronics, Inc. 401(k) PlanHarbor Electronics, Inc. 401…$10M
End-of-year total assets ($M) among Velocity Risk Underwriters, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN364795326
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Velocity Risk Underwriters, LLC)

Sponsor-wide plan assets over time

All Velocity Risk Underwriters, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 102.03154510490067% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.66M $13.5M ▲ +102.1%
Year Plans Participants Total Assets
2022 1 139 $7M
2023 1 133 $10M
2024 2 272 $13M

Nearby 401(k) Plans in Tennessee

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

Velocity Risk Underwriters, LLC Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Velocity Risk Underwriters, LLC Retirement Plan, Total assets ($B): 0.010280155 · Participants: 133Velocity Risk Underwriters, LLC Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Velocity Risk Underwriters, LLC Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Velocity Risk Underwriters, LLC Retirement Plan side-by-side with 3 peers →

Velocity Risk Underwriters, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tata Steel International (Americas) Inc. Savings Plan in IL ($10M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Velocity Risk Underwriters, LLC Retirement Plan assets move in 2023? ▼
Velocity Risk Underwriters, LLC Retirement Plan surged - up 54.3% during 2023, from $7M to $10M. Reported net income was $4M.
How have Velocity Risk Underwriters, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Velocity Risk Underwriters, LLC's sponsor-wide assets grew 102.0%, from $7M to $13M.
Which 401(k) plans are similar in size to Velocity Risk Underwriters, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tata Steel International (Americas) Inc. Savings Plan in IL ($10M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Velocity Risk Underwriters, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 364795326.

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.