401(k) · DOL Form 5500 · 2024

Vericity Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
430
Participants Below avg headcount
83rd
Percentile by assets National rank
$105,805
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

$45M in assets, 430 participants

Vericity Holdings, Inc.'s Vericity Holdings, Inc. 401(k) Plan reported $45M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,308 in Finance & Insurance (8,549 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, $45M for 430 participants (~$105,805/participant), up 19.3% in 2024.

#6,308
in Finance & Insurance (8,549 peers)
+19.3%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$45,496,074 Top 17% higher than 83% 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

Vericity Holdings, Inc. 401(k) 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. Vericity Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vericity Holdings, Inc. 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Vericity Holdings, Inc. 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Vericity Holdings, Inc. 401(k) Plan reported participants rose from 419 in the plan year 2023 filing to 430 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208853625 · Vericity Holdings, Inc. PY 2024 · 401(k)

Vericity Holdings, Inc. 401(k) Plan · $45M · 430 · 83rd

  • EBSA $45M
  • PART 430
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Jma Wireless 401(k) Plan
  • VS-ST ind #6308

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

Vericity Holdings, Inc. 401(k) PlanVericity Holdings, Inc. 401(…$45MJma Wireless 401(k) Plan$45MComplete Genomics 401(k) Plan$45MAlliant International University Retirement PlanAlliant International Univer…$45MCleaveland/Price, Inc. 401(k) PlanCleaveland/Price, Inc. 401(k…$45M
End-of-year total assets ($M) among Vericity Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
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 -50510152025 Total assets ($B) Participants Vericity Holdings, Inc. 401(k) Plan, Total assets ($B): 0.045496074 · Participants: 430Vericity Holdings, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens 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 Jma Wireless 401(k) Plan in NY ($45M); by covered participants it is Betterment 401(k) Savings Plan in NY (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Vericity Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Vericity Holdings, Inc. 401(k) Plan grew sharply - up 19.3% during 2024, from $38M to $45M. Reported net income was $7M.
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 83rd 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 Vericity Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jma Wireless 401(k) Plan in NY ($45M, 581 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 Betterment 401(k) Savings Plan in NY (430 participants, $89M 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 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.