401(k) · DOL Form 5500 · 2022

Vertical Bridge Management LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
215
Participants Below avg headcount
73rd
Percentile by assets National rank
$71,170
Avg per participant Below avg balance/head
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Official DOL plan name: Vertical Bridge Management LLC 401(k) Plan · Sponsored by Vertical Bridge Management LLC · Florida · Real Estate

$15M in assets, 215 participants

Vertical Bridge Management LLC's Vertical Bridge Management LLC 401(k) Plan reported $15M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,362 in Real Estate (5,057 peers)

Coverage in Florida

Vertical Bridge Management LLC 401(k) Plan covers 215 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#4,362
in Real Estate (5,057 peers)
-3.4%
assets change YoY

The plan reported a net loss of $533K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vertical Bridge Management LLC 401(k) Plan's outsized position by total assets

Vertical Bridge Management LLC 401(k) Plan vs every filed plan by assets

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

$15,301,478 Top 27% higher than 73% 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

Vertical Bridge Management LLC 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. Vertical Bridge Management LLC 401(k) Plan sits mid-pack in the medium band (215 participants).

Form 5500 schedule snapshot

Filing strip 352495267 · Vertical Bridge Management LLC PY 2022 · 401(k)

Vertical Bridge Management LLC 401(k) Plan · $15M · 215 · 73rd

  • BOY $15M
  • SCH 215
  • EBSA 73rd
  • PART 401(k)
  • TYPE near Robert B. Our Co., Inc. 401(k) Profit Sharing Plan
  • NET ind #4362

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 Real Estate retirement plans → · Plans in Florida →

Vertical Bridge Management LLC 401(k) Plan in the asset neighbourhood

Vertical Bridge Management LLC 401(k) PlanVertical Bridge Management L…$15MRobert B. Our Co., Inc. 401(k) Profit Sharing PlanRobert B. Our Co., Inc. 401(…$15MAppliance World 401(k) Plan$15MFortistar Capital, Inc. 401(k) Savings PlanFortistar Capital, Inc. 401(…$15MIgd Industries, Inc. 401(k) Retirement PlanIgd Industries, Inc. 401(k) …$15M
End-of-year total assets ($M) among Vertical Bridge Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$533K
Employer EIN352495267
Plan Effective Date2014-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertical Bridge Management LLC)

Sponsor-wide plan assets over time

All Vertical Bridge Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 90.63065672479482% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $15.3M $29.2M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 215 $15M
2023 1 221 $22M
2024 1 275 $29M

Nearby 401(k) Plans in Florida

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

Vertical Bridge Management LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Vertical Bridge Management LLC 401(k) Plan, Total assets ($B): 0.015301478 · Participants: 215Vertical Bridge Management LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Vertical Bridge Management LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vertical Bridge Management LLC 401(k) Plan side-by-side with 3 peers →

Vertical Bridge Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Robert B. Our Co., Inc. 401(k) Profit Sharing Plan in MA ($15M); by covered participants it is Gault Energy Retirement Plan in CT (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Vertical Bridge Management LLC 401(k) Plan assets move in 2022? ▼
Vertical Bridge Management LLC 401(k) Plan edged down modestly - down 3.4% during 2022, from $16M to $15M. Reported net income was -$533K.
How have Vertical Bridge Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertical Bridge Management LLC's sponsor-wide assets grew 90.6%, from $15M to $29M.
Which 401(k) plans are similar in size to Vertical Bridge Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert B. Our Co., Inc. 401(k) Profit Sharing Plan in MA ($15M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Vertical Bridge Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gault Energy Retirement Plan in CT (215 participants, $12M 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 352495267.

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.