401(k) · DOL Form 5500 · 2024
Virtuoso, Ltd 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 278
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $154,057
- Avg per participant Above avg balance/head
Official DOL plan name: Virtuoso, Ltd 401(k) Profit Sharing Plan · Sponsored by Virtuoso, Ltd · Texas · Administrative & Support Services
$43M in assets, 278 participants
Virtuoso, Ltd's Virtuoso, Ltd 401(k) Profit Sharing Plan reported $43M in total assets and 278 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #3,972 in Administrative & Support Services (4,368 peers)
Coverage in Texas
Virtuoso, Ltd 401(k) Profit Sharing Plan covers 278 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $43M.
- #3,972
- in Administrative & Support Services (4,368 peers)
- +19.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Virtuoso, Ltd 401(k) Profit Sharing Plan's outsized position by total assets
Virtuoso, Ltd 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,827,812 Top 18% higher than 82% 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
Virtuoso, Ltd 401(k) Profit Sharing 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. Virtuoso, Ltd 401(k) Profit Sharing Plan sits mid-pack in the medium band (278 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Virtuoso, Ltd 401(k) Profit Sharing Plan reported participants rose from 213 in the plan year 2023 filing to 278 in the plan year 2024 filing.
- Virtuoso, Ltd 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Virtuoso, Ltd 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 135670009 · Virtuoso, Ltd PY 2024 · 401(k)
Virtuoso, Ltd 401(k) Profit Sharing Plan · $43M · 278 · 82nd
- 5500 $43M
- 5500 278
- 5500 82nd
- 5500 401(k)
- 5500 near Custom Computer Specialists, LLC 401(k) Plan
- 5500 ind #3972
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 Texas →
Virtuoso, Ltd 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $7M |
| Employer EIN | 135670009 |
| Plan Effective Date | 1984-02-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virtuoso, Ltd)
Sponsor-wide plan assets over time
All Virtuoso, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 47.42648299066543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $29M |
| 2023 | 1 | 213 | $36M |
| 2024 | 1 | 278 | $43M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Virtuoso, Ltd 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Custom Computer Specialists, LLC 401(k) Plan in NY ($43M); by covered participants it is Evidera 401(k) Plan in MD (278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Custom Computer Specialists, LLC 401(k) Plan (NY) $43M · 369
- Sila Nanotechnologies 401(k) Plan (CA) $43M · 358
- Motors & Armatures, Inc. Retirement Plan (NY) $43M · 149
- Impactlife 401(k) Plan (IA) $43M · 795
Similar participant headcount
Nearest other-state filings by covered participants (278 participants); asset peers above are excluded.
- Evidera 401(k) Plan (MD) 278 · 0 off
- Nova Chemicals Inc. Savings Plan for U.S. Employees (PA) 278 · 0 off
- US Retail, Inc. 401(k) Plan (MI) 278 · 0 off
- Cobalt 401(k) Plan (KS) 278 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.