401(k) · DOL Form 5500 · 2024

Veritas Capital Fund Management 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 132
Participants Small participant base: 74th
Percentile by assets National rank: $184,957
Avg per participant Above avg balance/head

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Official DOL plan name: Veritas Capital 401(k) Plan · Sponsored by Veritas Capital Fund Management · New York · Finance & Insurance

$24M in assets, 132 participants

Veritas Capital Fund Management's Veritas Capital 401(k) Plan reported $24M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

#5,133 in Finance & Insurance (8,549 peers)

Coverage in New York

Veritas Capital 401(k) Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $24M.

#5,133
in Finance & Insurance (8,549 peers): +33.6%
assets growth YoY

Veritas Capital 401(k) Plan's outsized position by total assets

Veritas Capital 401(k) Plan vs every filed plan by assets

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

$24,414,333 Top 26% higher than 74% 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

Veritas Capital 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. Veritas Capital 401(k) Plan sits mid-pack in the medium band (132 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%)

Veritas Capital 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Veritas Capital 401(k) Plan reported participants fell from 135 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134301934 · Veritas Capital Fund Management PY 2024 · 401(k)

Veritas Capital 401(k) Plan · $24M · 132 · 74th

RANK $24M
PHOTO 132
IND 74th
EOY 401(k)
5500 near Jagemann Stamping Co. 401(k) Retirement Savings Plan and Trust
ASSETS ind #5133

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 New York →

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

New York filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$24M
Net Income	$6M
Employer EIN	134301934
Plan Effective Date	2007-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Veritas Capital Fund Management)

Latest sponsor-wide plan assets: $24M 33.571510910407035% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	135	$18M
2024	1	132	$24M

Nearby 401(k) Plans in New York

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

Veritas Capital 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Veritas Capital 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Jagemann Stamping Co. 401(k) Retirement Savings Plan and Trust in WI ($24M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Jagemann Stamping Co. 401(k) Retirement Savings Plan and Trust (WI) $24M · 186
Identity Digital 401(k) Plan (WA) $24M · 133
Novum Structures, LLC 401(k) Retirement Plan (WI) $24M · 83
Thermos L.L.C. Tax Reduction Investment Plan (IL) $24M · 110

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Oiwk 401(k) Profit Sharing Plan (KY) 132 · 0 off
Tbc 401(k) Plan (TX) 132 · 0 off
Cimco Refrigeration, Inc. 401(k) Plan (AL) 132 · 0 off
Royce Geospatial Consultants 401(k) (VA) 132 · 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 Veritas Capital 401(k) Plan assets move in 2024? ▼

Veritas Capital 401(k) Plan surged - up 33.6% during 2024, from $18M to $24M. Reported net income was $6M.

How have Veritas Capital Fund Management plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Veritas Capital Fund Management's sponsor-wide assets grew 33.6%, from $18M to $24M.

Which 401(k) plans are similar in size to Veritas Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jagemann Stamping Co. 401(k) Retirement Savings Plan and Trust in WI ($24M, 186 participants).

Which 401(k) plans cover a similar participant headcount to Veritas Capital 401(k) 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 134301934.