401(k) · DOL Form 5500 · 2023

Virtual Incorporated 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
180
Participants Small participant base
60th
Percentile by assets National rank
$58,846
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Virtual Incorporated 401(k) Plan · Sponsored by Virtual Incorporated · Massachusetts · Administrative & Support Services

$11M in assets, 180 participants

Virtual Incorporated's Virtual Incorporated 401(k) Plan reported $11M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,409 in Administrative & Support Services (4,372 peers)

Coverage in Massachusetts

Virtual Incorporated 401(k) Plan covers 180 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#3,409
in Administrative & Support Services (4,372 peers)
+28.2%
assets growth YoY

Virtual Incorporated 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Virtual Incorporated 401(k) Plan vs every filed plan by assets

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

$10,592,368 Top 40% higher than 60% 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

Virtual Incorporated 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. Virtual Incorporated 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Virtual Incorporated 401(k) Plan reported net income rose from -$647K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Virtual Incorporated 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Virtual Incorporated 401(k) Plan reported participants fell from 195 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043481758 · Virtual Incorporated PY 2023 · 401(k)

Virtual Incorporated 401(k) Plan · $11M · 180 · 60th

  • RANK $11M
  • PHOTO 180
  • IND 60th
  • EOY 401(k)
  • 5500 near Fazio Mechanical Services, Inc. Profit Sharing Plan
  • ASSETS ind #3409

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Virtual Incorporated 401(k) Plan in the asset neighbourhood

Virtual Incorporated 401(k) PlanVirtual Incorporated 401(k) …$11MFazio Mechanical Services, Inc. Profit Sharing PlanFazio Mechanical Services, I…$11MAsu & Associates, a California Partnership 401(k) Profit Sharing PlanAsu & Associates, a Californ…$11MWindsor Learning Center, Inc. 401(k) Profit Sharing PlanWindsor Learning Center, Inc…$11MStewart Candy Company 401(k) PlanStewart Candy Company 401(k)…$11M
End-of-year total assets ($M) among Virtual Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN043481758
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virtual Incorporated)

Sponsor-wide plan assets over time

All Virtual Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$13M 54.11828089123817% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.26M $12.7M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 195 $8M
2023 1 180 $11M
2024 1 174 $13M

Nearby 401(k) Plans in Massachusetts

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

Virtual Incorporated 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Virtual Incorporated 401(k) Plan, Total assets ($B): 0.010592368 · Participants: 180Virtual Incorporated 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Virtual Incorporated 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Virtual Incorporated 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Fazio Mechanical Services, Inc. Profit Sharing Plan in PA ($11M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Virtual Incorporated 401(k) Plan assets move in 2023? ▼
Virtual Incorporated 401(k) Plan grew sharply - up 28.2% during 2023, from $8M to $11M. Reported net income was $2M.
How have Virtual Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virtual Incorporated's sponsor-wide assets grew 54.1%, from $8M to $13M.
Which 401(k) plans are similar in size to Virtual Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fazio Mechanical Services, Inc. Profit Sharing Plan in PA ($11M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Virtual Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 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 043481758.

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.