401(k) · DOL Form 5500 · 2024

Verition Group LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
307
Participants Below avg headcount
79th
Percentile by assets National rank
$108,858
Avg per participant Below avg balance/head
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Official DOL plan name: Verition Group 401(k) Plan · Sponsored by Verition Group LLC · Connecticut · Finance & Insurance

$33M in assets, 307 participants

Verition Group LLC's Verition Group 401(k) Plan reported $33M in total assets and 307 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,732 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Verition Group 401(k) Plan covers 307 participants in Connecticut, about 43% of the average Connecticut filer (state average ~718 per filing). Assets: $33M.

#5,732
in Finance & Insurance (8,549 peers)
+61.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Verition Group 401(k) Plan's outsized position by total assets

Verition Group 401(k) Plan vs every filed plan by assets

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

$33,419,406 Top 21% higher than 79% 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

Verition Group 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. Verition Group 401(k) Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Verition Group 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Verition Group 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Verition Group 401(k) Plan reported participants rose from 227 in the plan year 2023 filing to 307 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262467041 · Verition Group LLC PY 2024 · 401(k)

Verition Group 401(k) Plan · $33M · 307 · 79th

  • PCT $33M
  • PCT 307
  • PCT 79th
  • PCT 401(k)
  • PCT near Sba Defined Contribution Plan for Bank of Clarke
  • PCT ind #5732

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 Connecticut →

Verition Group 401(k) Plan in the asset neighbourhood

Verition Group 401(k) Plan$33MSba Defined Contribution Plan for Bank of ClarkeSba Defined Contribution Pla…$33MOak Valley Community Bank 401(k) Profit Sharing PlanOak Valley Community Bank 40…$33MHuffines Auto Dealerships Retirement Savings PlanHuffines Auto Dealerships Re…$33MNorth American Stamping Group 401(k) PlanNorth American Stamping Grou…$33M
End-of-year total assets ($M) among Verition Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$33M
Net Income$13M
Employer EIN262467041
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Verition Group LLC)

Sponsor-wide plan assets over time

All Verition Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 179.65751638121762% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $12M $33.4M ▲ +179.7%
Year Plans Participants Total Assets
2022 1 168 $12M
2023 1 227 $21M
2024 1 307 $33M

Nearby 401(k) Plans in Connecticut

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

Verition Group 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Verition Group 401(k) Plan, Total assets ($B): 0.033419406 · Participants: 307Verition Group 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Verition Group 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Verition Group 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Sba Defined Contribution Plan for Bank of Clarke in VA ($33M); by covered participants it is Enghouse Interactive 401(k) Plan in NJ (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Verition Group 401(k) Plan assets move in 2024? ▼
Verition Group 401(k) Plan surged - up 61.9% during 2024, from $21M to $33M. Reported net income was $13M.
How have Verition Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verition Group LLC's sponsor-wide assets grew 179.7%, from $12M to $33M.
Where does Verition Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Verition Group 401(k) Plan ranks in the 79th 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 Verition Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sba Defined Contribution Plan for Bank of Clarke in VA ($33M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Verition Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enghouse Interactive 401(k) Plan in NJ (307 participants, $103M 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 262467041.

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.