401(k) · DOL Form 5500 · 2024
Veritext LLC 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 1,216
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $83,988
- Avg per participant Below avg balance/head
Official DOL plan name: Veritext LLC 401(k) Savings Plan · Sponsored by Veritext LLC · New Jersey · Finance & Insurance
$102M in assets, 1,216 participants
Veritext LLC's Veritext LLC 401(k) Savings Plan reported $102M in total assets and 1,216 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,294 in Finance & Insurance (8,549 peers)
Where Veritext LLC 401(k) Savings Plan sits by assets
Veritext LLC 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $102M for 1,216 participants (~$83,988/participant), up 34.2% in 2024.
- #7,294
- in Finance & Insurance (8,549 peers)
- +34.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Veritext LLC 401(k) Savings Plan's outsized position by total assets
Veritext LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,129,706 Top 9% higher than 91% 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
Veritext LLC 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Veritext LLC 401(k) Savings Plan lands in the large band (1,216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Veritext LLC 401(k) Savings Plan end-of-year assets rose from $76M in the plan year 2023 filing to $102M in the plan year 2024 filing.
- Veritext LLC 401(k) Savings Plan reported participants rose from 1,074 in the plan year 2023 filing to 1,216 in the plan year 2024 filing.
- Veritext LLC 401(k) Savings Plan reported net income fell from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 203132569 · Veritext LLC PY 2024 · 401(k)
Veritext LLC 401(k) Savings Plan · $102M · 1,216 · 91st
- TYPE $102M
- NET 1,216
- BOOK 91st
- VS-ST 401(k)
- BOY near Tempus Ai, Inc. 401(k) Plan
- SCH ind #7294
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 Jersey →
Veritext LLC 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $16M |
| Employer EIN | 203132569 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Veritext LLC)
Sponsor-wide plan assets over time
All Veritext LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 70.70009151108994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 997 | $60M |
| 2023 | 1 | 1,074 | $76M |
| 2024 | 1 | 1,216 | $102M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Veritext LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Tempus Ai, Inc. 401(k) Plan in IL ($102M); by covered participants it is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Tempus Ai, Inc. 401(k) Plan (IL) $102M · 2,226
- Wika Retirement Savings Plan (GA) $102M · 951
- The National Football League Capital Accumulation Plan (CA) $102M · 422
- Dick Blick Profit Sharing Plan (IL) $102M · 1,559
Similar participant headcount
Nearest other-state filings by covered participants (1,216 participants); asset peers above are excluded.
- Epitec, Inc. 401(k) Profit Sharing Plan and Trust (MI) 1,216 · 0 off
- Ogden Clinic Savings and Profit Sharing Plan (UT) 1,216 · 0 off
- Symbotic LLC 401(k) Plan (MA) 1,216 · 0 off
- Keystone Agency Partners 401(k) Plan (PA) 1,216 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.