401(k) · DOL Form 5500 · 2024

Verus Advisory, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
96
Participants Small participant base
80th
Percentile by assets National rank
$385,940
Avg per participant High balance/head
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Official DOL plan name: Verus Advisory, Inc. Retirement & Savings Plan · Sponsored by Verus Advisory, Inc. · Washington · Finance & Insurance

$37M in assets, 96 participants

Verus Advisory, Inc.'s Verus Advisory, Inc. Retirement & Savings Plan reported $37M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,940 in Finance & Insurance (8,549 peers)

Where Verus Advisory, Inc. Retirement & Savings Plan sits by assets

Verus Advisory, Inc. Retirement & Savings Plan sits in the top quartile of all filed plans by assets, $37M for 96 participants (~$385,940/participant), up 11.8% in 2024.

#5,940
in Finance & Insurance (8,549 peers)
+11.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Verus Advisory, Inc. Retirement & Savings Plan's outsized position by total assets

Verus Advisory, Inc. Retirement & Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$37,050,275 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Verus Advisory, Inc. Retirement & Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Verus Advisory, Inc. Retirement & Savings Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Verus Advisory, Inc. Retirement & Savings Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Verus Advisory, Inc. Retirement & Savings Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Verus Advisory, Inc. Retirement & Savings Plan reported participants rose from 95 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911320111 · Verus Advisory, Inc. PY 2024 · 401(k)

Verus Advisory, Inc. Retirement & Savings Plan · $37M · 96 · 80th

  • PCT $37M
  • PCT 96
  • PCT 80th
  • PCT 401(k)
  • PCT near Brady Companies, LLC 401(k) Plan
  • PCT ind #5940

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 Washington →

Verus Advisory, Inc. Retirement & Savings Plan in the asset neighbourhood

Verus Advisory, Inc. Retirement & Savings PlanVerus Advisory, Inc. Retirem…$37MBrady Companies, LLC 401(k) PlanBrady Companies, LLC 401(k) …$37MConicelli & Affiliated Dealerships 401(k) Profit Sharing PlanConicelli & Affiliated Deale…$37MDermatology Consultants of St. Paul Profit Sharing PlanDermatology Consultants of S…$37MMeritrust Credit Union 401(k) PlanMeritrust Credit Union 401(k…$37M
End-of-year total assets ($M) among Verus Advisory, Inc. Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN911320111
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Verus Advisory, Inc.)

Sponsor-wide plan assets over time

All Verus Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 38.4539631470797% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.8M $37.1M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 91 $27M
2023 1 95 $33M
2024 1 96 $37M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Verus Advisory, Inc. Retirement & Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Verus Advisory, Inc. Retirement & Savings Plan, Total assets ($B): 0.037050275 · Participants: 96Verus Advisory, Inc. Retirement & Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Verus Advisory, Inc. Retirement & Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Verus Advisory, Inc. Retirement & Savings Plan side-by-side with 3 peers →

Verus Advisory, Inc. Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Brady Companies, LLC 401(k) Plan in NV ($37M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Verus Advisory, Inc. Retirement & Savings Plan assets move in 2024? ▼
Verus Advisory, Inc. Retirement & Savings Plan grew at a solid clip - up 11.8% during 2024, from $33M to $37M. Reported net income was $4M.
How have Verus Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verus Advisory, Inc.'s sponsor-wide assets grew 38.5%, from $27M to $37M.
Where does Verus Advisory, Inc. Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Verus Advisory, Inc. Retirement & Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Verus Advisory, Inc. Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brady Companies, LLC 401(k) Plan in NV ($37M, 1,223 participants).
Which 401(k) plans cover a similar participant headcount to Verus Advisory, Inc. Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911320111.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.