401(k) · DOL Form 5500 · 2023

Veritas Capital Fund Management 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 135
Participants Small participant base: 71st
Percentile by assets National rank: $135,393
Avg per participant Near avg balance/head

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Official DOL plan name: Veritas Capital 401(k) Plan · Sponsored by Veritas Capital Fund Management · New York · Finance & Insurance

$18M in assets, 135 participants

Veritas Capital Fund Management's Veritas Capital 401(k) Plan reported $18M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#5,062 in Finance & Insurance (8,869 peers)

Coverage in New York

Veritas Capital 401(k) Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $18M.

#5,062
in Finance & Insurance (8,869 peers): +51.2%
assets growth YoY

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

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

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

$18,278,099 Top 29% higher than 71% 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

Veritas Capital 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 Capital 401(k) Plan sits mid-pack in the medium band (135 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 134301934 · Veritas Capital Fund Management PY 2023 · 401(k)

Veritas Capital 401(k) Plan · $18M · 135 · 71st

NET $18M
BOOK 135
VS-ST 71st
BOY 401(k)
SCH near Lindsay/Southern/Firebaugh/Stay Right Precast 401(k) Ps Plan
EBSA ind #5062

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 New York →

End-of-year total assets ($M) among Veritas Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$18M
Net Income	$6M
Employer EIN	134301934
Plan Effective Date	2007-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Veritas Capital Fund Management)

Latest sponsor-wide plan assets: $24M 33.571510910407035% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	135	$18M
2024	1	132	$24M

Nearby 401(k) Plans in New York

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

Veritas Capital 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Veritas Capital 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lindsay/Southern/Firebaugh/Stay Right Precast 401(k) Ps Plan in OH ($18M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Lindsay/Southern/Firebaugh/Stay Right Precast 401(k) Ps Plan (OH) $18M · 289
Marketing Alliance Group 401(k) Retirement Plan (GA) $18M · 946
Measurement Incorporated 401(k) Plan (NC) $18M · 299
Aetna Building Solutions, Inc. 401(k) Profit Sharing Plan (IL) $18M · 126

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan (NJ) 135 · 0 off
Auralcare Hearing Centers of America (UT) 135 · 0 off
Savings Plan for Employees of South Banking Company (GA) 135 · 0 off
Livingston Enterprises, Inc. 401(k) Plan (NE) 135 · 0 off

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 Capital 401(k) Plan assets move in 2023? ▼

Veritas Capital 401(k) Plan surged - up 51.2% during 2023, from $12M to $18M. Reported net income was $6M.

How have Veritas Capital Fund Management plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Veritas Capital Fund Management's sponsor-wide assets grew 33.6%, from $18M to $24M.

Which 401(k) plans are similar in size to Veritas Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lindsay/Southern/Firebaugh/Stay Right Precast 401(k) Ps Plan in OH ($18M, 289 participants).

Which 401(k) plans cover a similar participant headcount to Veritas Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 134301934.