401(k) · DOL Form 5500 · 2022

The Vertex Companies, LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
604
Participants Below avg headcount
91st
Percentile by assets National rank
$130,993
Avg per participant Near avg balance/head
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Official DOL plan name: The Vertex Companies, LLC 401(k) Plan · Sponsored by The Vertex Companies, LLC · Massachusetts · Professional & Technical Services

$79M in assets, 604 participants

The Vertex Companies, LLC's The Vertex Companies, LLC 401(k) Plan reported $79M in total assets and 604 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,959 in Professional & Technical Services (21,562 peers)

Where The Vertex Companies, LLC 401(k) Plan sits by assets

The Vertex Companies, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $79M for 604 participants (~$130,993/participant), up 8.8% in 2022.

#19,959
in Professional & Technical Services (21,562 peers)
+8.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Vertex Companies, LLC 401(k) Plan's outsized position by total assets

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

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

$79,119,560 Top 9% higher than 91% 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

The Vertex Companies, 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. The Vertex Companies, LLC 401(k) Plan sits mid-pack in the medium band (604 participants).

EBSA filing schedule strip

Filing strip 203724403 · The Vertex Companies, LLC PY 2022 · 401(k)

The Vertex Companies, LLC 401(k) Plan · $79M · 604 · 91st

  • VS-ST $79M
  • VS-ST 604
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Family Practice Center, PC 401(k) Plan
  • VS-ST ind #19959

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

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

Carrington 401(k) Plan$79MFamily Practice Center, PC 401(k) PlanFamily Practice Center, PC 4…$79MThe Vertex Companies, LLC 401(k) PlanThe Vertex Companies, LLC 40…$79MDayton Superior Corporation Savings PlanDayton Superior Corporation …$79MMapei Corporation 401(k) Plan$79M
End-of-year total assets ($M) among The Vertex Companies, LLC 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)$73M
Net Assets (End of Year)$79M
Net Income$6M
Employer EIN203724403
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Vertex Companies, LLC)

Sponsor-wide plan assets over time

All The Vertex Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 48.803450120298955% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $79.1M $118M ▲ +48.8%
Year Plans Participants Total Assets
2022 2 976 $79M
2023 1 648 $102M
2024 1 639 $118M

Nearby 401(k) Plans in Massachusetts

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

The Vertex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Vertex Companies, LLC 401(k) Plan, Total assets ($B): 0.07911956 · Participants: 604The Vertex Companies, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The Vertex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Vertex Companies, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Family Practice Center, PC 401(k) Plan in PA ($79M); by covered participants it is Classic Care Health Services Inc in IL (604 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (604 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 The Vertex Companies, LLC 401(k) Plan assets move in 2022? ▼
The Vertex Companies, LLC 401(k) Plan grew at a solid clip - up 8.8% during 2022, from $73M to $79M. Reported net income was $6M.
How have The Vertex Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vertex Companies, LLC's sponsor-wide assets grew 48.8%, from $79M to $118M.
Where does The Vertex Companies, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Vertex Companies, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Vertex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Practice Center, PC 401(k) Plan in PA ($79M, 902 participants).
Which 401(k) plans cover a similar participant headcount to The Vertex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Classic Care Health Services Inc in IL (604 participants, $69K 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 203724403.

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.