401(k) · DOL Form 5500 · 2024
Verbatim Advisory Group LLC 401(k) Plan
Data updated 2026-08-25
- $660K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $131,966
- Avg per participant Near avg balance/head
Official DOL plan name: Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust · Sponsored by Verbatim Advisory Group LLC · Massachusetts · Professional & Technical Services
$660K in assets, 5 participants
Verbatim Advisory Group LLC's Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust reported $660K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,063 in Professional & Technical Services (20,173 peers)
2024 asset change
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust pulled back noticeably 9.8% in 2024 ($731K → $660K) for 5 participants.
- #3,063
- in Professional & Technical Services (20,173 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust among the smaller filed plans by assets
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$659,831 20th percentile higher than 20% 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
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust reported net income fell from $63K in the plan year 2023 filing to -$71K in the plan year 2024 filing.
- Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust reported participants fell from 8 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust end-of-year assets fell from $731K in the plan year 2023 filing to $660K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203331994 · Verbatim Advisory Group LLC PY 2024 · 401(k)
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust · $660K · 5 · 20th
- 5500 $660K
- 5500 5
- 5500 20th
- 5500 401(k)
- 5500 near Atthelake Inc. 401(k) Plan
- 5500 ind #3063
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 →
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust in the asset neighbourhood
Verbatim Advisory Group LLC years around the 2024 move
Sponsor-wide plan assets over time
All Verbatim Advisory Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $660K 1.3119893269997291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $669K |
| 2023 | 1 | 8 | $731K |
| 2024 | 1 | 5 | $660K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $731K |
|---|---|
| Net Assets (End of Year) | $660K |
| Net Income | -$71K |
| Employer EIN | 203331994 |
| Plan Effective Date | 2002-10-23 |
| 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
Verbatim Advisory Group LLC, Profit Sharing/401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Atthelake Inc. 401(k) Plan in CO ($660K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($660K here).
- Atthelake Inc. 401(k) Plan (CO) $660K · N/A
- A & W Healthcare Management Ll 401(k) Profit Sharing Plan & Trust (FL) $660K · 31
- Electra Tarp, Inc. 401(k) Plan (OH) $659K · 5
- The Chick, Inc 401(k) Profit Sharing Plan (OR) $659K · 5
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.