401(k) · DOL Form 5500 · 2024

Venerable Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
431
Participants Below avg headcount
89th
Percentile by assets National rank
$203,382
Avg per participant Above avg balance/head
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Official DOL plan name: Venerable 401(k) Savings Plan · Sponsored by Venerable Holdings, Inc. · Pennsylvania · Finance & Insurance

$88M in assets, 431 participants

Venerable Holdings, Inc.'s Venerable 401(k) Savings Plan reported $88M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,147 in Finance & Insurance (8,549 peers)

Where Venerable 401(k) Savings Plan sits by assets

Venerable 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $88M for 431 participants (~$203,382/participant), up 34.2% in 2024.

#7,147
in Finance & Insurance (8,549 peers)
+34.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Venerable 401(k) Savings Plan's outsized position by total assets

Venerable 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$87,657,505 Top 11% higher than 89% of 123,620 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 2024

Venerable 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Venerable 401(k) Savings Plan sits mid-pack in the medium band (431 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Venerable 401(k) Savings Plan end-of-year assets rose from $65M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Venerable 401(k) Savings Plan reported net income rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Venerable 401(k) Savings Plan reported participants rose from 388 in the plan year 2023 filing to 431 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 824345930 · Venerable Holdings, Inc. PY 2024 · 401(k)

Venerable 401(k) Savings Plan · $88M · 431 · 89th

  • PART $88M
  • PART 431
  • PART 89th
  • PART 401(k)
  • PART near Missouri Employee Mutual Insurance Company 401(k) Plan
  • PART ind #7147

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 Pennsylvania →

Venerable 401(k) Savings Plan in the asset neighbourhood

Mubea, Inc. 401(k) Retirement Savings PlanMubea, Inc. 401(k) Retiremen…$88MLiveperson, Inc. 401(k) Retirement PlanLiveperson, Inc. 401(k) Reti…$88MVenerable 401(k) Savings Plan$88MMissouri Employee Mutual Insurance Company 401(k) PlanMissouri Employee Mutual Ins…$88MRiemer & Braunstein LLP 401(k) and Profit Sharing PlanRiemer & Braunstein LLP 401(…$88M
End-of-year total assets ($M) among Venerable 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$88M
Net Income$22M
Employer EIN824345930
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Venerable Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$88M 91.8017431217994% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.7M $87.7M ▲ +91.8%
Year Plans Participants Total Assets
2022 1 358 $46M
2023 1 388 $65M
2024 1 431 $88M

Nearby 401(k) Plans in Pennsylvania

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

Venerable 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Venerable 401(k) Savings Plan, Total assets ($B): 0.087657505 · Participants: 431Venerable 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Venerable 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Venerable 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Missouri Employee Mutual Insurance Company 401(k) Plan in MO ($88M); by covered participants it is Oncology Consultants, P.a. 401(k) Plan in TX (431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (431 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Venerable 401(k) Savings Plan assets move in 2024? ▼
Venerable 401(k) Savings Plan surged - up 34.2% during 2024, from $65M to $88M. Reported net income was $22M.
How have Venerable Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venerable Holdings, Inc.'s sponsor-wide assets grew 91.8%, from $46M to $88M.
Where does Venerable 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Venerable 401(k) Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Venerable 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Missouri Employee Mutual Insurance Company 401(k) Plan in MO ($88M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Venerable 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oncology Consultants, P.a. 401(k) Plan in TX (431 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824345930.

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.