401(k) · DOL Form 5500 · 2023

Vericity Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
419
Participants Below avg headcount
82nd
Percentile by assets National rank
$91,002
Avg per participant Below avg balance/head
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Official DOL plan name: Vericity Holdings, Inc. 401(k) Plan · Sponsored by Vericity Holdings, Inc. · Illinois · Finance & Insurance

$38M in assets, 419 participants

Vericity Holdings, Inc.'s Vericity Holdings, Inc. 401(k) Plan reported $38M in total assets and 419 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.

  • #6,482 in Finance & Insurance (8,869 peers)

Where Vericity Holdings, Inc. 401(k) Plan sits by assets

Vericity Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 419 participants (~$91,002/participant), up 25.5% in 2023.

#6,482
in Finance & Insurance (8,869 peers)
+25.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vericity Holdings, Inc. 401(k) Plan's outsized position by total assets

Vericity Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$38,129,698 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

Vericity Holdings, Inc. 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. Vericity Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vericity Holdings, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vericity Holdings, Inc. 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Vericity Holdings, Inc. 401(k) Plan reported participants fell from 462 in the plan year 2022 filing to 419 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208853625 · Vericity Holdings, Inc. PY 2023 · 401(k)

Vericity Holdings, Inc. 401(k) Plan · $38M · 419 · 82nd

  • BOY $38M
  • BOY 419
  • BOY 82nd
  • BOY 401(k)
  • BOY near Ebci Holdings 401(k) Plan
  • BOY ind #6482

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 Illinois →

Vericity Holdings, Inc. 401(k) Plan in the asset neighbourhood

Mowery Clinic LLC 401(k) Plan and TrustMowery Clinic LLC 401(k) Pla…$38MCsco & Subsidiaries Qualified Retirement PlanCsco & Subsidiaries Qualifie…$38MVericity Holdings, Inc. 401(k) PlanVericity Holdings, Inc. 401(…$38MEbci Holdings 401(k) Plan$38MLibbey Supplemental Retirement PlanLibbey Supplemental Retireme…$38M
End-of-year total assets ($M) among Vericity Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$38M
Net Income$8M
Employer EIN208853625
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vericity Holdings, Inc.)

Sponsor-wide plan assets over time

All Vericity Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 49.8006804040147% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.4M $45.5M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 462 $30M
2023 1 419 $38M
2024 1 430 $45M

Nearby 401(k) Plans in Illinois

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

Vericity Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Vericity Holdings, Inc. 401(k) Plan, Total assets ($B): 0.038129698 · Participants: 419Vericity Holdings, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Vericity Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Vericity Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Vericity Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ebci Holdings 401(k) Plan in NC ($38M); by covered participants it is Idaho Falls Community Hospital 401(k) Plan in ID (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Vericity Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Vericity Holdings, Inc. 401(k) Plan grew sharply - up 25.5% during 2023, from $30M to $38M. Reported net income was $8M.
How have Vericity Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vericity Holdings, Inc.'s sponsor-wide assets grew 49.8%, from $30M to $45M.
Where does Vericity Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vericity Holdings, Inc. 401(k) 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 Vericity Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ebci Holdings 401(k) Plan in NC ($38M, 882 participants).
Which 401(k) plans cover a similar participant headcount to Vericity Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Falls Community Hospital 401(k) Plan in ID (419 participants, $6M 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 208853625.

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.