401(k) · DOL Form 5500 · 2023

Verto Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
30
Participants Small participant base
62nd
Percentile by assets National rank
$387,952
Avg per participant High balance/head
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Official DOL plan name: The Verto Solutions, LLC 401(k) Plan · Sponsored by Verto Solutions, LLC · District of Columbia · Professional & Technical Services

$12M in assets, 30 participants

Verto Solutions, LLC's The Verto Solutions, LLC 401(k) Plan reported $12M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,358 in Professional & Technical Services (20,321 peers)

Verto Solutions, LLC multi-year trail

Verto Solutions, LLC's plans moved +71.3% in assets from 2022 to 2024; this filing shows The Verto Solutions, LLC 401(k) Plan at $12M / 30 participants.

#12,358
in Professional & Technical Services (20,321 peers)
+36.2%
assets growth YoY

The Verto Solutions, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Verto Solutions, LLC 401(k) Plan vs every filed plan by assets

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

$11,638,574 Top 38% higher than 62% 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

The Verto Solutions, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Verto Solutions, LLC 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Verto Solutions, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Verto Solutions, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Verto Solutions, LLC 401(k) Plan reported participants rose from 28 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522217020 · Verto Solutions, LLC PY 2023 · 401(k)

The Verto Solutions, LLC 401(k) Plan · $12M · 30 · 62nd

  • EIN $12M
  • RANK 30
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #12358

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 District of Columbia →

The Verto Solutions, LLC 401(k) Plan in the asset neighbourhood

The Verto Solutions, LLC 401(k) PlanThe Verto Solutions, LLC 401…$12MMonarch Enterprises, Inc. 401(k) Profit Sharing Plan and TrustMonarch Enterprises, Inc. 40…$12MTidwell Group, LLC 401(k) PlanTidwell Group, LLC 401(k) Pl…$12MMarcus Schloss & Co., Inc. 401(k) PlanMarcus Schloss & Co., Inc. 4…$12MInfectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and TrustInfectious Diseases & Intern…$12M
End-of-year total assets ($M) among The Verto Solutions, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Verto Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Verto Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 71.27921534036828% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.54M $14.6M ▲ +71.3%
Year Plans Participants Total Assets
2022 1 28 $9M
2023 1 30 $12M
2024 1 30 $15M

Verto Solutions, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN522217020
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

The Verto Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants The Verto Solutions, LLC 401(k) Plan, Total assets ($B): 0.011638574 · Participants: 30The Verto Solutions, LLC 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
The Verto Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare The Verto Solutions, LLC 401(k) Plan side-by-side with 3 peers →

The Verto Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust in WA ($12M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 The Verto Solutions, LLC 401(k) Plan assets move in 2023? ▼
The Verto Solutions, LLC 401(k) Plan surged - up 36.2% during 2023, from $9M to $12M. Reported net income was $3M.
How have Verto Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verto Solutions, LLC's sponsor-wide assets grew 71.3%, from $9M to $15M.
Which 401(k) plans are similar in size to The Verto Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust in WA ($12M, 324 participants).
Which 401(k) plans cover a similar participant headcount to The Verto Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 522217020.

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.