401(k) · DOL Form 5500 · 2024
Velsera Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $101,529
- Avg per participant Below avg balance/head
Official DOL plan name: Velsera 401(k) Plan · Sponsored by Velsera Inc. · Massachusetts · Professional & Technical Services
$13M in assets, 130 participants
Velsera Inc.'s Velsera 401(k) Plan reported $13M in total assets and 130 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.
- #12,230 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Velsera 401(k) Plan covers 130 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.
- #12,230
- in Professional & Technical Services (20,173 peers)
- -$676K
- reported net income
The plan reported a net loss of $676K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Velsera 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Velsera 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,198,817 Top 38% higher than 62% 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
Velsera 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. Velsera 401(k) Plan sits mid-pack in the medium band (130 participants).
DOL schedule card
Filing strip 882567400 · Velsera Inc. PY 2024 · 401(k)
Velsera 401(k) Plan · $13M · 130 · 62nd
- RANK $13M
- RANK 130
- RANK 62nd
- RANK 401(k)
- RANK near Affiance Financial, LLC Profit Sharing Plan and Trust
- RANK ind #12230
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 Massachusetts →
Velsera 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$676K |
| Employer EIN | 882567400 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Velsera 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Affiance Financial, LLC Profit Sharing Plan and Trust in MN ($13M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust (NY) 130 · 0 off
- Hni Risk Services 401(k) Plan (MI) 130 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 130 · 0 off
- Paragon Legal Group LLC 401(k) Plan (CA) 130 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.