401(k) · DOL Form 5500 · 2022

Vertex Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
36
Participants Small participant base
61st
Percentile by assets National rank
$225,778
Avg per participant Above avg balance/head
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Official DOL plan name: Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Vertex Financial Group, Inc. · Colorado · Finance & Insurance

$8M in assets, 36 participants

Vertex Financial Group, Inc.'s Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,067 in Finance & Insurance (9,261 peers)

Vertex Financial Group, Inc. multi-year trail

Vertex Financial Group, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust at $8M / 36 participants.

#4,067
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,128,007 Top 39% higher than 61% 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 Financial Group, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (36 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 841535834 · Vertex Financial Group, Inc. PY 2022 · 401(k)

Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust · $8M · 36 · 61st

  • IND $8M
  • IND 36
  • IND 61st
  • IND 401(k)
  • IND near Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust
  • IND ind #4067

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 Colorado →

Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and TrustVertex Financial Group, Inc.…$8MFieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & TrustFieldpoint Private Bank & Tr…$8MViscosity Oil 401(k) Plan$8MStarburst Data, Inc. 401(k) PlanStarburst Data, Inc. 401(k) …$8MGerald Jones Automotive Group 401(k) PlanGerald Jones Automotive Grou…$8M
End-of-year total assets ($M) among Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vertex Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vertex Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.0338921952208% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.13M $10.7M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 36 $8M
2023 1 22 $9M
2024 1 22 $11M

Vertex Financial Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN841535834
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008128007 · Participants: 36Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust in CT ($8M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Financial Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 14.1% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Vertex Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertex Financial Group, Inc.'s sponsor-wide assets grew 32.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust in CT ($8M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Vertex Financial Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K 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 841535834.

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.