401(k) · DOL Form 5500 · 2022

Vertex Education, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
186
Participants Below avg headcount
57th
Percentile by assets National rank
$37,038
Avg per participant Low balance/head
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Official DOL plan name: Vertex Education, LLC 401(k) Plan · Sponsored by Vertex Education, LLC · Arizona · Educational Services

$7M in assets, 186 participants

Vertex Education, LLC's Vertex Education, LLC 401(k) Plan reported $7M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,646 in Educational Services (4,024 peers)

Coverage in Arizona

Vertex Education, LLC 401(k) Plan covers 186 participants in Arizona, about 33% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#1,646
in Educational Services (4,024 peers)
-2.9%
assets change YoY

The plan reported a net loss of $233K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vertex Education, LLC 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Vertex Education, LLC 401(k) Plan vs every filed plan by assets

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

$6,889,043 Top 43% higher than 57% 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

Vertex Education, 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. Vertex Education, LLC 401(k) Plan sits mid-pack in the medium band (186 participants).

Form 5500 schedule snapshot

Filing strip 455589598 · Vertex Education, LLC PY 2022 · 401(k)

Vertex Education, LLC 401(k) Plan · $7M · 186 · 57th

  • SCH $7M
  • EBSA 186
  • PART 57th
  • TYPE 401(k)
  • NET near Creative Asset Management, Inc. Retirement Plan
  • BOOK ind #1646

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 Educational Services retirement plans → · Plans in Arizona →

Vertex Education, LLC 401(k) Plan in the asset neighbourhood

Vertex Education, LLC 401(k) PlanVertex Education, LLC 401(k)…$7MCreative Asset Management, Inc. Retirement PlanCreative Asset Management, I…$7MTrucks, Inc 401(k) & Profit Sharing PlanTrucks, Inc 401(k) & Profit …$7MSharefax Credit Union 401(k) Savings Plan and TrustSharefax Credit Union 401(k)…$7MThe Mcs Group, Inc 401(k) PlanThe Mcs Group, Inc 401(k) Pl…$7M
End-of-year total assets ($M) among Vertex Education, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$233K
Employer EIN455589598
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertex Education, LLC)

Sponsor-wide plan assets over time

All Vertex Education, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 87.14955038021972% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.89M $12.9M ▲ +87.1%
Year Plans Participants Total Assets
2022 1 186 $7M
2023 1 207 $9M
2024 1 260 $13M

Nearby 401(k) Plans in Arizona

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

Vertex Education, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Vertex Education, LLC 401(k) Plan, Total assets ($B): 0.006889043 · Participants: 186Vertex Education, LLC 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Vertex Education, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Vertex Education, LLC 401(k) Plan side-by-side with 3 peers →

Vertex Education, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Creative Asset Management, Inc. Retirement Plan in GA ($7M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Vertex Education, LLC 401(k) Plan assets move in 2022? ▼
Vertex Education, LLC 401(k) Plan edged down modestly - down 2.9% during 2022, from $7M to $7M. Reported net income was -$233K.
How have Vertex Education, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertex Education, LLC's sponsor-wide assets grew 87.1%, from $7M to $13M.
Which 401(k) plans are similar in size to Vertex Education, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Asset Management, Inc. Retirement Plan in GA ($7M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Vertex Education, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (186 participants, $53K 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 455589598.

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.