401(k) · DOL Form 5500 · 2023

Veritas Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
238
Participants Below avg headcount
59th
Percentile by assets National rank
$42,505
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Veritas Investments 401(k) Plan · Sponsored by Veritas Investments, Inc. · California · Real Estate

$10M in assets, 238 participants

Veritas Investments, Inc.'s Veritas Investments 401(k) Plan reported $10M in total assets and 238 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.

  • #3,598 in Real Estate (4,727 peers)

Coverage in California

Veritas Investments 401(k) Plan covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $10M.

#3,598
in Real Estate (4,727 peers)
+35.6%
assets growth YoY

Veritas Investments 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Veritas Investments 401(k) Plan vs every filed plan by assets

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

$10,116,264 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

Veritas Investments 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. Veritas Investments 401(k) Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Veritas Investments 401(k) Plan reported net income rose from $475K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Veritas Investments 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Veritas Investments 401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352310145 · Veritas Investments, Inc. PY 2023 · 401(k)

Veritas Investments 401(k) Plan · $10M · 238 · 59th

  • IND $10M
  • IND 238
  • IND 59th
  • IND 401(k)
  • IND near Phillips Foods, Inc. 401(k) Profit Sharing Plan
  • IND ind #3598

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 Real Estate retirement plans → · Plans in California →

Veritas Investments 401(k) Plan in the asset neighbourhood

Veritas Investments 401(k) PlanVeritas Investments 401(k) P…$10MPhillips Foods, Inc. 401(k) Profit Sharing PlanPhillips Foods, Inc. 401(k) …$10MEsi 401(k) Plan$10MMaine Course Hospitality Group 401(k) PlanMaine Course Hospitality Gro…$10MMerlin International, Inc. 401(k) PlanMerlin International, Inc. 4…$10M
End-of-year total assets ($M) among Veritas Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN352310145
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Veritas Investments, Inc.)

Sponsor-wide plan assets over time

All Veritas Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.20300944525414% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.46M $10.8M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 214 $7M
2023 1 238 $10M
2024 1 208 $11M

Nearby 401(k) Plans in California

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

Veritas Investments 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Veritas Investments 401(k) Plan, Total assets ($B): 0.010116264 · Participants: 238Veritas Investments 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
Veritas Investments 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Veritas Investments 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Phillips Foods, Inc. 401(k) Profit Sharing Plan in MD ($10M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Veritas Investments 401(k) Plan assets move in 2023? ▼
Veritas Investments 401(k) Plan surged - up 35.6% during 2023, from $7M to $10M. Reported net income was $3M.
How have Veritas Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veritas Investments, Inc.'s sponsor-wide assets grew 44.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Veritas Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillips Foods, Inc. 401(k) Profit Sharing Plan in MD ($10M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Veritas Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 352310145.

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.