VERTEX AEROSPACE MASTER SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
VERTEX AEROSPACE LLC.
This 401(k) plan holds $190M in total assets and serves 3,741 participants as of 2022. It is sponsored by VERTEX AEROSPACE LLC. in Mississippi. The plan reported positive net income of $42M for the year.
What the Filing Says About VERTEX AEROSPACE MASTER SAVINGS PLAN
VERTEX AEROSPACE MASTER SAVINGS PLAN is a 401(k) retirement plan sponsored by VERTEX AEROSPACE LLC., headquartered in Mississippi. As of the 2022 Form 5500 filing, the plan reports $190M in total end-of-year assets and covers 3,741 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 640941176, and the plan has been effective since 2018-09-08. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $148M at the beginning of 2022 to $190M at year-end — a gain of 28.5%. Net assets (after liabilities) closed the year at $190M, with reported net income of $42M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $148M |
| Total Assets (End of Year) | $190M |
| Net Assets (End of Year) | $190M |
| Net Income | $42M |
| Plan Type | 401(k) |
| Employer EIN | 640941176 |
| Plan Effective Date | 2018-09-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VERTEX AEROSPACE LLC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,741 | $190M |
| 2023 | 1 | 6,807 | $538M |
| 2024 | 1 | 6,644 | $644M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- CADENCE 401(K) PROFIT-SHARING PLAN $797M · 6,578
- ERGON 401(K) PLAN $651M · 3,214
- HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN $543M · 3,545
- V2X 401K RETIREMENT PLAN $538M · 6,807
- SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN $477M · 2,657
Related Data
Guides
Frequently Asked Questions
How much money is in the VERTEX AEROSPACE MASTER SAVINGS PLAN? ▼
What type of plan is VERTEX AEROSPACE MASTER SAVINGS PLAN? ▼
Who sponsors the VERTEX AEROSPACE MASTER SAVINGS PLAN? ▼
How did VERTEX AEROSPACE MASTER SAVINGS PLAN perform in 2022? ▼
Where can I find official filings for VERTEX AEROSPACE MASTER SAVINGS PLAN? ▼
How does VERTEX AEROSPACE MASTER SAVINGS PLAN compare to other plans? ▼
Explore PlainRetire
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 640941176.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.