401(k) · DOL Form 5500 · 2023

Convergenz, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
208
Participants Below avg headcount
50th
Percentile by assets National rank
$31,546
Avg per participant Low balance/head
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Official DOL plan name: Convergenz 401(k) Retirement Plan · Sponsored by Convergenz, LLC · Virginia · Professional & Technical Services

$7M in assets, 208 participants

Convergenz, LLC's Convergenz 401(k) Retirement Plan reported $7M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,757 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Convergenz 401(k) Retirement Plan covers 208 participants in Virginia, about 27% of the average Virginia filer (state average ~782 per filing). Assets: $7M.

#9,757
in Professional & Technical Services (20,321 peers)
+36.8%
assets growth YoY

Convergenz 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Convergenz 401(k) Retirement Plan vs every filed plan by assets

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

$6,561,635 Top 50% higher than 50% 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

Convergenz 401(k) Retirement 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. Convergenz 401(k) Retirement Plan sits mid-pack in the medium band (208 participants).

EBSA filing schedule strip

Filing strip 522254225 · Convergenz, LLC PY 2023 · 401(k)

Convergenz 401(k) Retirement Plan · $7M · 208 · 50th

  • VS-ST $7M
  • VS-ST 208
  • VS-ST 50th
  • VS-ST 401(k)
  • VS-ST near Mini-Systems, Inc. Retirement Plan
  • VS-ST ind #9757

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Convergenz 401(k) Retirement Plan in the asset neighbourhood

Convergenz 401(k) Retirement PlanConvergenz 401(k) Retirement…$7MMini-Systems, Inc. Retirement PlanMini-Systems, Inc. Retiremen…$7MNorthcott Hospitality Int'l 401(k) PspNorthcott Hospitality Int'l …$7MSpeedy Metals, LLC Profit Sharing 401(k) Plan and TrustSpeedy Metals, LLC Profit Sh…$7MElectrifai LLC, 401(k) Plan$7M
End-of-year total assets ($M) among Convergenz 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN522254225
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Convergenz, LLC)

Sponsor-wide plan assets over time

All Convergenz, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 24.61980893481579% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 20232024 $6.56M $8.18M ▲ +24.7%
Year Plans Participants Total Assets
2023 1 208 $7M
2024 1 211 $8M

Nearby 401(k) Plans in Virginia

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

Convergenz 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Convergenz 401(k) Retirement Plan, Total assets ($B): 0.006561635 · Participants: 208Convergenz 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Convergenz 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Convergenz 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Mini-Systems, Inc. Retirement Plan in MA ($7M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Convergenz 401(k) Retirement Plan assets move in 2023? ▼
Convergenz 401(k) Retirement Plan surged - up 36.8% during 2023, from $5M to $7M. Reported net income was $2M.
How have Convergenz, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Convergenz, LLC's sponsor-wide assets grew 24.6%, from $7M to $8M.
Which 401(k) plans are similar in size to Convergenz 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mini-Systems, Inc. Retirement Plan in MA ($7M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Convergenz 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 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 522254225.

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.