401(k) · DOL Form 5500 · 2023

Vervent, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
410
Participants Below avg headcount
70th
Percentile by assets National rank
$42,703
Avg per participant Low balance/head
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Official DOL plan name: Vervent 401(k) Plan · Sponsored by Vervent, Inc. · California · Finance & Insurance

$18M in assets, 410 participants

Vervent, Inc.'s Vervent 401(k) Plan reported $18M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,968 in Finance & Insurance (8,869 peers)

Vervent, Inc. multi-year trail

Vervent, Inc.'s plans moved +41.8% in assets from 2022 to 2024; this filing shows Vervent 401(k) Plan at $18M / 410 participants.

#4,968
in Finance & Insurance (8,869 peers)
+25.8%
assets growth YoY

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

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

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

$17,508,116 Top 30% higher than 70% 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

Vervent 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. Vervent 401(k) Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vervent 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vervent 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832924157 · Vervent, Inc. PY 2023 · 401(k)

Vervent 401(k) Plan · $18M · 410 · 70th

  • BOOK $18M
  • VS-ST 410
  • BOY 70th
  • SCH 401(k)
  • EBSA near Mcdowell, Rice, Smith & Buchanan, PC 401(k) Savings Plan
  • PART ind #4968

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 California →

Vervent 401(k) Plan in the asset neighbourhood

Vervent 401(k) Plan$18MMcdowell, Rice, Smith & Buchanan, PC 401(k) Savings PlanMcdowell, Rice, Smith & Buch…$18MCommonwealth Commercial Partners, LLC 401(k) Profit Sharing PlanCommonwealth Commercial Part…$18MGolden Svcs, LLC 401(k) Plan & TrustGolden Svcs, LLC 401(k) Plan…$18MRussell Lands 401(k) Retirement Savings/Profit Sharing PlanRussell Lands 401(k) Retirem…$18M
End-of-year total assets ($M) among Vervent 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vervent, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vervent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 41.827327665072936% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.9M $19.7M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 406 $14M
2023 1 410 $18M
2024 1 395 $20M

Vervent, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN832924157
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Vervent 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vervent 401(k) Plan, Total assets ($B): 0.017508116 · Participants: 410Vervent 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Vervent 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vervent 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Mcdowell, Rice, Smith & Buchanan, PC 401(k) Savings Plan in MO ($18M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Vervent 401(k) Plan assets move in 2023? ▼
Vervent 401(k) Plan grew sharply - up 25.8% during 2023, from $14M to $18M. Reported net income was $4M.
How have Vervent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vervent, Inc.'s sponsor-wide assets grew 41.8%, from $14M to $20M.
Which 401(k) plans are similar in size to Vervent 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcdowell, Rice, Smith & Buchanan, PC 401(k) Savings Plan in MO ($18M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Vervent 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 832924157.

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.