401(k) · DOL Form 5500 · 2023
Verve, a Credit Union 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 298
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $73,594
- Avg per participant Below avg balance/head
Official DOL plan name: Verve Retirement Plan · Sponsored by Verve, a Credit Union · Wisconsin · Finance & Insurance
$22M in assets, 298 participants
Verve, a Credit Union's Verve Retirement Plan reported $22M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #5,440 in Finance & Insurance (8,869 peers)
Verve, a Credit Union multi-year trail
Verve, a Credit Union's plans moved +18.0% in assets from 2022 to 2024; this filing shows Verve Retirement Plan at $22M / 298 participants.
- #5,440
- in Finance & Insurance (8,869 peers)
- +15.3%
- assets growth YoY
Verve Retirement Plan's outsized position by total assets
Verve Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,930,926 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Verve 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. Verve Retirement Plan sits mid-pack in the medium band (298 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Verve Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Verve Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Verve Retirement Plan reported participants fell from 309 in the plan year 2022 filing to 298 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390711674 · Verve, a Credit Union PY 2023 · 401(k)
Verve Retirement Plan · $22M · 298 · 74th
- EIN $22M
- EIN 298
- EIN 74th
- EIN 401(k)
- EIN near Ultrafab, Inc. Employees' Retirement Plan
- EIN ind #5440
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 Wisconsin →
Verve Retirement Plan in the asset neighbourhood
Verve, a Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Verve, a Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 17.96283663077859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $19M |
| 2023 | 1 | 298 | $22M |
| 2024 | 1 | 328 | $22M |
Verve, a Credit Union filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 390711674 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Verve Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ultrafab, Inc. Employees' Retirement Plan in NY ($22M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Ultrafab, Inc. Employees' Retirement Plan (NY) $22M · 293
- Harpoint Holdings, Inc. 401(k) Profit Sharing Plan (PA) $22M · 175
- Centerspace 401(k) Plan (ND) $22M · 488
- Yak Access 401(k) Plan (MS) $22M · 682
Similar participant headcount
Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.
- Silvertip Completion Services (TX) 298 · 0 off
- Minnesota Elevator, Inc. 401(k) Profit Sharing Plan (MN) 298 · 0 off
- Cerevel Therapeutics LLC 401(k) Plan (MA) 298 · 0 off
- Pioneer Title Company 401(k) Plan (ID) 298 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.