401(k) · DOL Form 5500 · 2023

Virtuoso, Ltd 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
213
Participants Below avg headcount
82nd
Percentile by assets National rank
$168,968
Avg per participant Above avg balance/head
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Official DOL plan name: Virtuoso, Ltd 401(k) Profit Sharing Plan · Sponsored by Virtuoso, Ltd · Texas · Administrative & Support Services

$36M in assets, 213 participants

Virtuoso, Ltd's Virtuoso, Ltd 401(k) Profit Sharing Plan reported $36M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #3,971 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Virtuoso, Ltd 401(k) Profit Sharing Plan covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $36M.

#3,971
in Administrative & Support Services (4,372 peers)
+23.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Virtuoso, Ltd 401(k) Profit Sharing Plan's outsized position by total assets

Virtuoso, Ltd 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,990,139 Top 18% higher than 82% 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

Virtuoso, Ltd 401(k) Profit Sharing 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. Virtuoso, Ltd 401(k) Profit Sharing Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Virtuoso, Ltd 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Virtuoso, Ltd 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Virtuoso, Ltd 401(k) Profit Sharing Plan reported participants rose from 180 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135670009 · Virtuoso, Ltd PY 2023 · 401(k)

Virtuoso, Ltd 401(k) Profit Sharing Plan · $36M · 213 · 82nd

  • TYPE $36M
  • TYPE 213
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan
  • TYPE ind #3971

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 Texas →

Virtuoso, Ltd 401(k) Profit Sharing Plan in the asset neighbourhood

Help USA, Inc. Employees' Retirement PlanHelp USA, Inc. Employees' Re…$36MVirtuoso, Ltd 401(k) Profit Sharing PlanVirtuoso, Ltd 401(k) Profit …$36MOrthopaedic Associates of Allentown Profit Sharing 401(k) PlanOrthopaedic Associates of Al…$36MSema 401(k) Savings Plan$36MScoi 401(k) Plan and Trust$36M
End-of-year total assets ($M) among Virtuoso, Ltd 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN135670009
Plan Effective Date1984-02-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Virtuoso, Ltd)

Sponsor-wide plan assets over time

All Virtuoso, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$43M 47.42648299066543% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.1M $42.8M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 180 $29M
2023 1 213 $36M
2024 1 278 $43M

Nearby 401(k) Plans in Texas

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

Virtuoso, Ltd 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Virtuoso, Ltd 401(k) Profit Sharing Plan, Total assets ($B): 0.035990139 · Participants: 213Virtuoso, Ltd 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Virtuoso, Ltd 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Virtuoso, Ltd 401(k) Profit Sharing Plan side-by-side with 3 peers →

Virtuoso, Ltd 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan in PA ($36M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Virtuoso, Ltd 401(k) Profit Sharing Plan assets move in 2023? ▼
Virtuoso, Ltd 401(k) Profit Sharing Plan grew sharply - up 23.9% during 2023, from $29M to $36M. Reported net income was $7M.
How have Virtuoso, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virtuoso, Ltd's sponsor-wide assets grew 47.4%, from $29M to $43M.
Where does Virtuoso, Ltd 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Virtuoso, Ltd 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Virtuoso, Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan in PA ($36M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Virtuoso, Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 135670009.

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.