401(k) · DOL Form 5500 · 2022

Vortex Industries, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
581
Participants Below avg headcount
81st
Percentile by assets National rank
$43,370
Avg per participant Low balance/head
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Official DOL plan name: Vortex Employees 401(k) Plan · Sponsored by Vortex Industries, LLC · California · Construction

$25M in assets, 581 participants

Vortex Industries, LLC's Vortex Employees 401(k) Plan reported $25M in total assets and 581 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,919 in Construction (9,927 peers)

Where Vortex Employees 401(k) Plan sits by assets

Vortex Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 581 participants (~$43,370/participant), down 17.7% in 2022.

#7,919
in Construction (9,927 peers)
-17.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vortex Employees 401(k) Plan's outsized position by total assets

Vortex Employees 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,198,177 Top 19% higher than 81% of 139,123 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 2022

Vortex Employees 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vortex Employees 401(k) Plan sits mid-pack in the medium band (581 participants).

DOL schedule card

Filing strip 952761304 · Vortex Industries, LLC PY 2022 · 401(k)

Vortex Employees 401(k) Plan · $25M · 581 · 81st

  • IND $25M
  • IND 581
  • IND 81st
  • IND 401(k)
  • IND near Carnegie Learning, Inc. 401(k) Plan
  • IND ind #7919

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 Construction retirement plans → · Plans in California →

Vortex Employees 401(k) Plan in the asset neighbourhood

Vortex Employees 401(k) Plan$25MCarnegie Learning, Inc. 401(k) PlanCarnegie Learning, Inc. 401(…$25MAdb Safegate Americas LLC 401(k) PlanAdb Safegate Americas LLC 40…$25MDynabrade, Inc. Profit Sharing/401(k) Savings and Retirement PlanDynabrade, Inc. Profit Shari…$25MSbera 401(k) Plan as Adopted by Florence BankSbera 401(k) Plan as Adopted…$25M
End-of-year total assets ($M) among Vortex Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN952761304
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vortex Industries, LLC)

Sponsor-wide plan assets over time

All Vortex Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 48.747216911763104% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $37.5M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 581 $25M
2023 1 635 $31M
2024 1 731 $37M

Nearby 401(k) Plans in California

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

Vortex Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vortex Employees 401(k) Plan, Total assets ($B): 0.025198177 · Participants: 581Vortex Employees 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Vortex Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vortex Employees 401(k) Plan side-by-side with 3 peers →

Vortex Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carnegie Learning, Inc. 401(k) Plan in PA ($25M); by covered participants it is Air Canada U.S. Tax Incentive Savings Plan in (581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vortex Employees 401(k) Plan assets move in 2022? ▼
Vortex Employees 401(k) Plan declined sharply - down 17.7% during 2022, from $31M to $25M. Reported net income was -$5M.
How have Vortex Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vortex Industries, LLC's sponsor-wide assets grew 48.7%, from $25M to $37M.
Where does Vortex Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Vortex Employees 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vortex Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carnegie Learning, Inc. 401(k) Plan in PA ($25M, 512 participants).
Which 401(k) plans cover a similar participant headcount to Vortex Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Canada U.S. Tax Incentive Savings Plan in (581 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952761304.

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.