401(k) · DOL Form 5500 · 2022
Vertex, Inc. 401(k) Plan
Data updated 2026-08-25
- $319M
- Total assets Above avg plan size
- 1,181
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $269,909
- Avg per participant High balance/head
Official DOL plan name: Vertex, Inc. 401(k) Plan · Sponsored by Vertex, Inc. · Pennsylvania · Information & Media
$319M in assets, 1,181 participants
Vertex, Inc.'s Vertex, Inc. 401(k) Plan reported $319M in total assets and 1,181 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #2,755 in Information & Media (2,911 peers)
Where Vertex, Inc. 401(k) Plan sits by assets
Vertex, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $319M for 1,181 participants (~$269,909/participant), down 14.1% in 2022.
- #2,755
- in Information & Media (2,911 peers)
- -14.1%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vertex, Inc. 401(k) Plan's outsized position by total assets
Vertex, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$318,762,500 Top 3% higher than 97% 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
Vertex, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vertex, Inc. 401(k) Plan lands in the large band (1,181 participants).
EBSA filing schedule strip
Filing strip 232081753 · Vertex, Inc. PY 2022 · 401(k)
Vertex, Inc. 401(k) Plan · $319M · 1,181 · 97th
- PART $319M
- PART 1,181
- PART 97th
- PART 401(k)
- PART near R&l Carriers, Inc. 401(k) Retirement Savings Plan
- PART ind #2755
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 Information & Media retirement plans → · Plans in Pennsylvania →
Vertex, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $371M |
|---|---|
| Net Assets (End of Year) | $319M |
| Net Income | -$52M |
| Employer EIN | 232081753 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vertex, Inc.)
Sponsor-wide plan assets over time
All Vertex, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $445M 39.651765185679% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,181 | $319M |
| 2023 | 1 | 1,299 | $376M |
| 2024 | 1 | 1,362 | $445M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Vertex, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is R&l Carriers, Inc. 401(k) Retirement Savings Plan in OH ($319M); by covered participants it is Barrett Distribution Centers, Inc. 401(k) Retirement Plan in MA (1,181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($319M here).
- R&l Carriers, Inc. 401(k) Retirement Savings Plan (OH) $319M · 17,554
- Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan (IL) $319M · 46,679
- Amn Healthcare 401(k) Retirement Savings Plan (CA) $318M · 16,735
- Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan (CA) $319M · 1,251
Similar participant headcount
Nearest other-state filings by covered participants (1,181 participants); asset peers above are excluded.
- Barrett Distribution Centers, Inc. 401(k) Retirement Plan (MA) 1,181 · 0 off
- Trimas Corporation Hourly Retirement Program (MI) 1,182 · 1 off
- Boyd Company 401(k) Plan (KY) 1,182 · 1 off
- Snowbird Employee Retirement Savings Plan (UT) 1,180 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.