401(k) · DOL Form 5500 · 2024

Velocity Risk Underwriters, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
132
Participants Small participant base
62nd
Percentile by assets National rank
$101,962
Avg per participant Below avg balance/head
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Official DOL plan name: Velocity Risk Underwriters, LLC Retirement Plan · Sponsored by Velocity Risk Underwriters, LLC · Tennessee · Finance & Insurance

$13M in assets, 132 participants

Velocity Risk Underwriters, LLC's Velocity Risk Underwriters, LLC Retirement Plan reported $13M in total assets and 132 participants in its 2024 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.

  • #3,938 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Velocity Risk Underwriters, LLC Retirement Plan covers 132 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#3,938
in Finance & Insurance (8,549 peers)
+30.9%
assets growth YoY

Velocity Risk Underwriters, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Velocity Risk Underwriters, LLC Retirement Plan vs every filed plan by assets

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

$13,458,990 Top 38% higher than 62% 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

Velocity Risk Underwriters, LLC 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. Velocity Risk Underwriters, LLC Retirement Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Velocity Risk Underwriters, LLC Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Velocity Risk Underwriters, LLC Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364795326 · Velocity Risk Underwriters, LLC PY 2024 · 401(k)

Velocity Risk Underwriters, LLC Retirement Plan · $13M · 132 · 62nd

  • SCH $13M
  • SCH 132
  • SCH 62nd
  • SCH 401(k)
  • SCH near Retirement Readiness for the Astin Companies
  • SCH ind #3938

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 Tennessee →

Velocity Risk Underwriters, LLC Retirement Plan in the asset neighbourhood

Velocity Risk Underwriters, LLC Retirement PlanVelocity Risk Underwriters, …$13MRetirement Readiness for the Astin CompaniesRetirement Readiness for the…$13MEvans & Associates Enterprises, Inc. 401(k) Profit Sharing PlanEvans & Associates Enterpris…$13MBronson 401(k) Retirement PlanBronson 401(k) Retirement Pl…$13MHilo Medical Investors, Ltd. 401(k) PlanHilo Medical Investors, Ltd.…$13M
End-of-year total assets ($M) among Velocity Risk Underwriters, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN364795326
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Velocity Risk Underwriters, LLC)

Sponsor-wide plan assets over time

All Velocity Risk Underwriters, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 102.03154510490067% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.66M $13.5M ▲ +102.1%
Year Plans Participants Total Assets
2022 1 139 $7M
2023 1 133 $10M
2024 2 272 $13M

Nearby 401(k) Plans in Tennessee

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

Velocity Risk Underwriters, LLC Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Velocity Risk Underwriters, LLC Retirement Plan, Total assets ($B): 0.01345899 · Participants: 132Velocity Risk Underwriters, LLC Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Velocity Risk Underwriters, LLC Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Velocity Risk Underwriters, LLC Retirement Plan side-by-side with 3 peers →

Velocity Risk Underwriters, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Retirement Readiness for the Astin Companies in TX ($13M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Velocity Risk Underwriters, LLC Retirement Plan assets move in 2024? ▼
Velocity Risk Underwriters, LLC Retirement Plan surged - up 30.9% during 2024, from $10M to $13M. Reported net income was $3M.
How have Velocity Risk Underwriters, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Velocity Risk Underwriters, LLC's sponsor-wide assets grew 102.0%, from $7M to $13M.
Which 401(k) plans are similar in size to Velocity Risk Underwriters, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Readiness for the Astin Companies in TX ($13M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Velocity Risk Underwriters, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 364795326.

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.