401(k) · DOL Form 5500 · 2024

Verve, a Credit Union 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 328
Participants Below avg headcount: 72nd
Percentile by assets National rank: $68,408
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Verve Retirement Plan · Sponsored by Verve, a Credit Union · Wisconsin · Finance & Insurance

$22M in assets, 328 participants

Verve, a Credit Union's Verve Retirement Plan reported $22M in total assets and 328 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#4,961 in Finance & Insurance (8,549 peers)

Verve, a Credit Union multi-year trail

Verve, a Credit Union's plans moved +18.0% in assets from 2022 to 2024; this filing shows Verve Retirement Plan at $22M / 328 participants.

#4,961
in Finance & Insurance (8,549 peers): +2.3%
assets growth YoY

Verve Retirement Plan's outsized position by total assets

Verve Retirement Plan vs every filed plan by assets

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

$22,437,697 Top 28% higher than 72% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Verve Retirement 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. Verve Retirement Plan sits mid-pack in the medium band (328 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Verve Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $512K in the plan year 2024 filing.
Verve Retirement Plan reported participants rose from 298 in the plan year 2023 filing to 328 in the plan year 2024 filing.
Verve Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390711674 · Verve, a Credit Union PY 2024 · 401(k)

Verve Retirement Plan · $22M · 328 · 72nd

ASSETS $22M
ASSETS 328
ASSETS 72nd
ASSETS 401(k)
ASSETS near Aspen Medical Products, Inc. 401(k) Plan
ASSETS ind #4961

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 Wisconsin →

End-of-year total assets ($M) among Verve Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Verve, a Credit Union multi-year asset trail

Latest sponsor-wide plan assets: $22M 17.96283663077859% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	309	$19M
2023	1	298	$22M
2024	1	328	$22M

Verve, a Credit Union filing trail (2024)

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$22M
Net Income	$512K
Employer EIN	390711674
Plan Effective Date	1983-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Verve Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Verve Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Aspen Medical Products, Inc. 401(k) Plan in CA ($22M); by covered participants it is Viking Cloud 401(k) Plan in IL (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Aspen Medical Products, Inc. 401(k) Plan (CA) $22M · 130
Vestar Properties, Inc. 401(k) Plan (AZ) $22M · 116
G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan (OH) $22M · 452
Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan (CT) $22M · 949

Similar participant headcount

Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.

Viking Cloud 401(k) Plan (IL) 328 · 0 off
Liscio's Italian Bakery 401(k) Plan (NJ) 328 · 0 off
Vivex Biologics, Inc. 401(k) Profit Sharing Plan (GA) 328 · 0 off
Dynomax, Inc. 401(k) Savings Retirement Plan (IL) 328 · 0 off

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 Verve Retirement Plan assets move in 2024? ▼

Verve Retirement Plan edged up modestly - up 2.3% during 2024, from $22M to $22M. Reported net income was $512K.

How have Verve, a Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Verve, a Credit Union's sponsor-wide assets grew 18.0%, from $19M to $22M.

Which 401(k) plans are similar in size to Verve Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Aspen Medical Products, Inc. 401(k) Plan in CA ($22M, 130 participants).

Which 401(k) plans cover a similar participant headcount to Verve Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Viking Cloud 401(k) Plan in IL (328 participants, $20M 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 390711674.