401(k) · DOL Form 5500 · 2022
Vertex US Holdings, Inc. Dba Vertexone 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 258
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $127,959
- Avg per participant Near avg balance/head
Official DOL plan name: Vertexone 401(k) Plan · Sponsored by Vertex US Holdings, Inc. Dba Vertexone · Texas · Professional & Technical Services
$33M in assets, 258 participants
Vertex US Holdings, Inc. Dba Vertexone's Vertexone 401(k) Plan reported $33M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #18,239 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Vertexone 401(k) Plan covers 258 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $33M.
- #18,239
- in Professional & Technical Services (21,562 peers)
- -11.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vertexone 401(k) Plan's outsized position by total assets
Vertexone 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,013,306 Top 16% higher than 84% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Vertexone 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. Vertexone 401(k) Plan sits mid-pack in the medium band (258 participants).
DOL schedule card
Filing strip 263006422 · Vertex US Holdings, Inc. Dba Vertexone PY 2022 · 401(k)
Vertexone 401(k) Plan · $33M · 258 · 84th
- SCH $33M
- SCH 258
- SCH 84th
- SCH 401(k)
- SCH near Bgis Global Integrated Solutions, US LLC 401(k) Plan
- SCH ind #18239
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 Texas →
Vertexone 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$4M |
| Employer EIN | 263006422 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vertex US Holdings, Inc. Dba Vertexone)
Sponsor-wide plan assets over time
All Vertex US Holdings, Inc. Dba Vertexone plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 13.600358594804169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $33M |
| 2023 | 1 | 273 | $36M |
| 2024 | 1 | 235 | $38M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Vertexone 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Bgis Global Integrated Solutions, US LLC 401(k) Plan in ($33M); by covered participants it is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (258 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.