ESOP · DOL Form 5500 · 2022
The Vertex Companies, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 372
- Participants Below avg headcount
Official DOL plan name: Vertex Employee Stock Ownership Plan · Sponsored by The Vertex Companies, Inc. · Massachusetts · Administrative & Support Services
N/A in assets, 372 participants
The Vertex Companies, Inc.'s Vertex Employee Stock Ownership Plan reported N/A in total assets and 372 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
The Vertex Companies, Inc. multi-year trail
The Vertex Companies, Inc.'s plans moved +48.8% in assets from 2022 to 2024; this filing shows Vertex Employee Stock Ownership Plan at N/A / 372 participants.
- -$20M
- reported net income
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vertex Employee Stock Ownership 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. Vertex Employee Stock Ownership Plan sits mid-pack in the medium band (372 participants).
DOL schedule card
Filing strip 203724403 · The Vertex Companies, Inc. PY 2022 · ESOP
Vertex Employee Stock Ownership Plan · N/A · 372
- TYPE N/A
- NET 372
- BOOK PY 2022
- VS-ST ESOP
- BOY near G & W Foods Employees Profit Sharing and Stock Ownership Plan
- SCH -$20M
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 What is an ESOP? → · Plans in Massachusetts →
The Vertex Companies, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Vertex Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 48.803450120298955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 976 | $79M |
| 2023 | 1 | 648 | $102M |
| 2024 | 1 | 639 | $118M |
The Vertex Companies, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$20M |
| Employer EIN | 203724403 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Vertex Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Massachusetts, the nearest ESOP by covered participants is G & W Foods Employees Profit Sharing and Stock Ownership Plan in MO (371 participants; this filing: 372 participants).
Similar participant headcount
Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.
- G & W Foods Employees Profit Sharing and Stock Ownership Plan (MO) 371 · 1 off
- Mud Bay, Inc. Employee Stock Ownership Plan and Trust (WA) 371 · 1 off
- Ginos Distributing, Inc. Employee Stock Ownership Plan (WV) 371 · 1 off
- A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan (CA) 370 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.