401(k) · DOL Form 5500 · 2022
Vertex, Inc. 401(k) Plan
Data updated 2026-08-11
- $319M
- Total assets
- 1,181
- Participants
- 97th
- Percentile by assets
- $269,909
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $319M
- total plan assets (2022 EOY)
- 1,181
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $269,909
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Vertex, Inc. 401(k) Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
Vertex, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Vertex, Inc. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Vertex, Inc. 401(k) Plan assets move in 2022? ▼
How have Vertex, Inc. plan assets changed over time? ▼
Where does Vertex, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Vertex, Inc. 401(k) Plan
Scale reading
Ways to act on Vertex, Inc. 401(k) Plan's numbers.
- By total assets, Vertex, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Vertex, Inc.'s sponsor-wide assets have grown 39.7% since 2022 across 3 plan years on file. More Information & Media plans