401(k) · DOL Form 5500 · 2024

Verto Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
30
Participants Small participant base
64th
Percentile by assets National rank
$487,782
Avg per participant High balance/head
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Official DOL plan name: The Verto Solutions, LLC 401(k) Plan · Sponsored by Verto Solutions, LLC · District of Columbia · Professional & Technical Services

$15M in assets, 30 participants

Verto Solutions, LLC's The Verto Solutions, LLC 401(k) Plan reported $15M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,701 in Professional & Technical Services (20,173 peers)

Verto Solutions, LLC multi-year trail

Verto Solutions, LLC's plans moved +71.3% in assets from 2022 to 2024; this filing shows The Verto Solutions, LLC 401(k) Plan at $15M / 30 participants.

#12,701
in Professional & Technical Services (20,173 peers)
+25.7%
assets growth YoY

The Verto Solutions, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Verto Solutions, LLC 401(k) Plan vs every filed plan by assets

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

$14,633,459 Top 36% higher than 64% 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

The Verto Solutions, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Verto Solutions, LLC 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Verto Solutions, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The Verto Solutions, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 522217020 · Verto Solutions, LLC PY 2024 · 401(k)

The Verto Solutions, LLC 401(k) Plan · $15M · 30 · 64th

  • EOY $15M
  • 5500 30
  • ASSETS 64th
  • PCT 401(k)
  • EIN near Bobcat Enterprises, Inc. 401(k) Retirement Plan
  • RANK ind #12701

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

The Verto Solutions, LLC 401(k) Plan in the asset neighbourhood

The Verto Solutions, LLC 401(k) PlanThe Verto Solutions, LLC 401…$15MBobcat Enterprises, Inc. 401(k) Retirement PlanBobcat Enterprises, Inc. 401…$15MSsp Employee Savings and Investment PlanSsp Employee Savings and Inv…$15MWestlake Dermatology 401(k) Profit Sharing PlanWestlake Dermatology 401(k) …$15MCovenant Medical Management 401(k) and Profit Sharing PlanCovenant Medical Management …$15M
End-of-year total assets ($M) among The Verto Solutions, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Verto Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Verto Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 71.27921534036828% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.54M $14.6M ▲ +71.3%
Year Plans Participants Total Assets
2022 1 28 $9M
2023 1 30 $12M
2024 1 30 $15M

Verto Solutions, LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN522217020
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

The Verto Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Verto Solutions, LLC 401(k) Plan, Total assets ($B): 0.014633459 · Participants: 30The Verto Solutions, LLC 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
The Verto Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare The Verto Solutions, LLC 401(k) Plan side-by-side with 3 peers →

The Verto Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Bobcat Enterprises, Inc. 401(k) Retirement Plan in OH ($15M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 The Verto Solutions, LLC 401(k) Plan assets move in 2024? ▼
The Verto Solutions, LLC 401(k) Plan grew sharply - up 25.7% during 2024, from $12M to $15M. Reported net income was $3M.
How have Verto Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verto Solutions, LLC's sponsor-wide assets grew 71.3%, from $9M to $15M.
Which 401(k) plans are similar in size to The Verto Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bobcat Enterprises, Inc. 401(k) Retirement Plan in OH ($15M, 144 participants).
Which 401(k) plans cover a similar participant headcount to The Verto Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 522217020.

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.