401(k) · DOL Form 5500 · 2022

Vestmark, Inc 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
412
Participants Below avg headcount
87th
Percentile by assets National rank
$102,974
Avg per participant Below avg balance/head
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Official DOL plan name: Vestmark, Inc 401(k) Plan · Sponsored by Vestmark, Inc · Massachusetts · Professional & Technical Services

$42M in assets, 412 participants

Vestmark, Inc's Vestmark, Inc 401(k) Plan reported $42M in total assets and 412 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,861 in Professional & Technical Services (21,562 peers)

Where Vestmark, Inc 401(k) Plan sits by assets

Vestmark, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 412 participants (~$102,974/participant), down 10.1% in 2022.

#18,861
in Professional & Technical Services (21,562 peers)
-10.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vestmark, Inc 401(k) Plan's outsized position by total assets

Vestmark, Inc 401(k) Plan vs every filed plan by assets

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

$42,425,452 Top 13% higher than 87% 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

Vestmark, Inc 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. Vestmark, Inc 401(k) Plan sits mid-pack in the medium band (412 participants).

Published 5500 schedule card

Filing strip 043556518 · Vestmark, Inc PY 2022 · 401(k)

Vestmark, Inc 401(k) Plan · $42M · 412 · 87th

  • IND $42M
  • EOY 412
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Health Concepts, Ltd 401(k) Plan
  • EIN ind #18861

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 →

Vestmark, Inc 401(k) Plan in the asset neighbourhood

Mossy Companies Salary Deferral 401(k) Profit Sharing PlanMossy Companies Salary Defer…$42MVestmark, Inc 401(k) Plan$42MMusic Choice 401(k) Savings PlanMusic Choice 401(k) Savings …$42MGas South 401(k) Plan$42MHealth Concepts, Ltd 401(k) PlanHealth Concepts, Ltd 401(k) …$42M
End-of-year total assets ($M) among Vestmark, Inc 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)$47M
Net Assets (End of Year)$42M
Net Income-$5M
Employer EIN043556518
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vestmark, Inc)

Sponsor-wide plan assets over time

All Vestmark, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$60M 42.19360821423894% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.4M $60.3M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 412 $42M
2023 1 401 $53M
2024 1 395 $60M

Nearby 401(k) Plans in Massachusetts

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

Vestmark, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Vestmark, Inc 401(k) Plan, Total assets ($B): 0.042425452 · Participants: 412Vestmark, Inc 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
Vestmark, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Vestmark, Inc 401(k) Plan side-by-side with 3 peers →

Vestmark, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Health Concepts, Ltd 401(k) Plan in RI ($42M); by covered participants it is U.S. Imaging Partners 401(k) Profit Sharing Plan in NC (412 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Vestmark, Inc 401(k) Plan assets move in 2022? ▼
Vestmark, Inc 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $47M to $42M. Reported net income was -$5M.
How have Vestmark, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vestmark, Inc's sponsor-wide assets grew 42.2%, from $42M to $60M.
Where does Vestmark, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Vestmark, Inc 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vestmark, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Concepts, Ltd 401(k) Plan in RI ($42M, 749 participants).
Which 401(k) plans cover a similar participant headcount to Vestmark, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.S. Imaging Partners 401(k) Profit Sharing Plan in NC (412 participants, $131M 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 043556518.

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.