401(k) · DOL Form 5500 · 2022

Vortex Companies, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
310
Participants Below avg headcount
63rd
Percentile by assets National rank
$29,774
Avg per participant Low balance/head
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Official DOL plan name: Vortex Companies, LLC 401(k) Plan · Sponsored by Vortex Companies, LLC · Texas · Construction

$9M in assets, 310 participants

Vortex Companies, LLC's Vortex Companies, LLC 401(k) Plan reported $9M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,230 in Construction (9,927 peers)

Coverage in Texas

Vortex Companies, LLC 401(k) Plan covers 310 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#6,230
in Construction (9,927 peers)
-3.0%
assets change YoY

The plan reported a net loss of $286K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vortex Companies, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$9,229,869 Top 37% higher than 63% 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

Vortex 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. Vortex Companies, LLC 401(k) Plan sits mid-pack in the medium band (310 participants).

Plan-year Form 5500 strip

Filing strip 364879397 · Vortex Companies, LLC PY 2022 · 401(k)

Vortex Companies, LLC 401(k) Plan · $9M · 310 · 63rd

  • NET $9M
  • BOOK 310
  • VS-ST 63rd
  • BOY 401(k)
  • SCH near Service by Medallion, Inc. 401(k) & Retirement Plan
  • EBSA ind #6230

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 Construction retirement plans → · Plans in Texas →

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

Vortex Companies, LLC 401(k) PlanVortex Companies, LLC 401(k)…$9MService by Medallion, Inc. 401(k) & Retirement PlanService by Medallion, Inc. 4…$9MApex Industrial Technologies LLC 401(k) Profit Sharing Plan & TrustApex Industrial Technologies…$9MSecurboration, Inc. 401(k) PlanSecurboration, Inc. 401(k) P…$9MPacific Haven and Companion 401(k) PlanPacific Haven and Companion …$9M
End-of-year total assets ($M) among Vortex Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$286K
Employer EIN364879397
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vortex Companies, LLC)

Sponsor-wide plan assets over time

All Vortex Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 68.39216244564251% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.23M $15.5M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 310 $9M
2023 1 322 $12M
2024 1 742 $16M

Nearby 401(k) Plans in Texas

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

Vortex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Vortex Companies, LLC 401(k) Plan, Total assets ($B): 0.009229869 · Participants: 310Vortex Companies, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Vortex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Vortex Companies, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Service by Medallion, Inc. 401(k) & Retirement Plan in CA ($9M); by covered participants it is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Vortex Companies, LLC 401(k) Plan assets move in 2022? ▼
Vortex Companies, LLC 401(k) Plan edged down modestly - down 3.0% during 2022, from $10M to $9M. Reported net income was -$286K.
How have Vortex Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vortex Companies, LLC's sponsor-wide assets grew 68.4%, from $9M to $16M.
Which 401(k) plans are similar in size to Vortex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Service by Medallion, Inc. 401(k) & Retirement Plan in CA ($9M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Vortex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants, N/A 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 364879397.

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.