401(k) · DOL Form 5500 · 2024
Velocity Global, LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 430
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $60,234
- Avg per participant Low balance/head
Official DOL plan name: Velocity Global 401(k) Retirement Plan · Sponsored by Velocity Global, LLC · Colorado · Administrative & Support Services
$26M in assets, 430 participants
Velocity Global, LLC's Velocity Global 401(k) Retirement Plan reported $26M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #3,807 in Administrative & Support Services (4,368 peers)
Where Velocity Global 401(k) Retirement Plan sits by assets
Velocity Global 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 430 participants (~$60,234/participant), up 40.6% in 2024.
- #3,807
- in Administrative & Support Services (4,368 peers)
- +40.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Velocity Global 401(k) Retirement Plan's outsized position by total assets
Velocity Global 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,900,791 Top 25% higher than 75% 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
Velocity Global 401(k) Retirement 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. Velocity Global 401(k) Retirement Plan sits mid-pack in the medium band (430 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Velocity Global 401(k) Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Velocity Global 401(k) Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Velocity Global 401(k) Retirement Plan reported participants fell from 454 in the plan year 2023 filing to 430 in the plan year 2024 filing.
DOL schedule card
Filing strip 461915233 · Velocity Global, LLC PY 2024 · 401(k)
Velocity Global 401(k) Retirement Plan · $26M · 430 · 75th
- BOOK $26M
- BOOK 430
- BOOK 75th
- BOOK 401(k)
- BOOK near Interstate-Mcbee Retirement Plan
- BOOK ind #3807
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 Administrative & Support Services retirement plans → · Plans in Colorado →
Velocity Global 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $7M |
| Employer EIN | 461915233 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Velocity Global, LLC)
Sponsor-wide plan assets over time
All Velocity Global, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 122.67862686624139% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $12M |
| 2023 | 1 | 454 | $18M |
| 2024 | 1 | 430 | $26M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Velocity Global 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Interstate-Mcbee Retirement Plan in OH ($26M); by covered participants it is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Interstate-Mcbee Retirement Plan (OH) $26M · 282
- Computer Packages, Inc. 401(k) Plan & Trust (MD) $26M · 115
- Wic Group 401(k) Plan (ID) $26M · 399
- K2 Services LLC 401(k) Plan (IL) $26M · 439
Similar participant headcount
Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.
- Vericity Holdings, Inc. 401(k) Plan (IL) 430 · 0 off
- Betterment 401(k) Savings Plan (NY) 430 · 0 off
- Medely 401(k) Plan (CA) 430 · 0 off
- Psi America 401(k) Plan (PA) 430 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.