401(k) · DOL Form 5500 · 2022

Vertex Aerospace LLC. 401(k) Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
3,741
Participants Above avg headcount
95th
Percentile by assets National rank
$50,756
Avg per participant Low balance/head
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Official DOL plan name: Vertex Aerospace Master Savings Plan · Sponsored by Vertex Aerospace LLC. · Mississippi · Transportation & Warehousing

$190M in assets, 3,741 participants

Vertex Aerospace LLC.'s Vertex Aerospace Master Savings Plan reported $190M in total assets and 3,741 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,650 in Transportation & Warehousing (3,876 peers)

Coverage in Mississippi

Vertex Aerospace Master Savings Plan covers 3,741 participants in Mississippi, 10x the typical Mississippi plan (state average ~366 per filing). Assets: $190M.

#3,650
in Transportation & Warehousing (3,876 peers)
+28.5%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Vertex Aerospace Master Savings Plan's outsized position by total assets

Vertex Aerospace Master Savings Plan vs every filed plan by assets

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

$189,876,636 Top 5% higher than 95% 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

Vertex Aerospace Master Savings 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 Aerospace Master Savings Plan lands in the large band (3,741 participants).

Published 5500 schedule card

Filing strip 640941176 · Vertex Aerospace LLC. PY 2022 · 401(k)

Vertex Aerospace Master Savings Plan · $190M · 3,741 · 95th

  • EIN $190M
  • EIN 3,741
  • EIN 95th
  • EIN 401(k)
  • EIN near Dakota Gasification Company 401(k) Plan
  • EIN ind #3650

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 Transportation & Warehousing retirement plans → · Plans in Mississippi →

Vertex Aerospace Master Savings Plan in the asset neighbourhood

Schiff Hardin LLP Incentive Savings 401(k) PlanSchiff Hardin LLP Incentive …$190MVertex Aerospace Master Savings PlanVertex Aerospace Master Savi…$190MDakota Gasification Company 401(k) PlanDakota Gasification Company …$190MNfi Industries, Inc. Employee Retirement Savings PlanNfi Industries, Inc. Employe…$190MSun Pharmaceutical Industries, Inc. 401(k) PlanSun Pharmaceutical Industrie…$190M
End-of-year total assets ($M) among Vertex Aerospace Master Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$190M
Net Income$42M
Employer EIN640941176
Plan Effective Date2018-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertex Aerospace LLC.)

Sponsor-wide plan assets over time

All Vertex Aerospace LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$644M 239.38908049750785% vs 2022
2024 filing year
$0M$200M$400M$600M$800M 202220232024 $190M $644M ▲ +239.4%
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.

Vertex Aerospace Master Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 200030004000500060007000 0200400600800 Total assets ($M) Participants Vertex Aerospace Master Savings Plan, Total assets ($M): 189.876636 · Participants: 3741Vertex Aerospace Master Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Vertex Aerospace Master Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Vertex Aerospace Master Savings Plan side-by-side with 3 peers →

Vertex Aerospace Master Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Dakota Gasification Company 401(k) Plan in ND ($190M); by covered participants it is Cpc Logistics, Inc. Employees 401(k) Retirement Plan in MO (3,743 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,741 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 Vertex Aerospace Master Savings Plan assets move in 2022? ▼
Vertex Aerospace Master Savings Plan grew sharply - up 28.5% during 2022, from $148M to $190M. Reported net income was $42M.
How have Vertex Aerospace LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertex Aerospace LLC.'s sponsor-wide assets grew 239.4%, from $190M to $644M.
Where does Vertex Aerospace Master Savings Plan rank by assets among Form 5500 filers? ▼
Vertex Aerospace Master Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Vertex Aerospace Master Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Gasification Company 401(k) Plan in ND ($190M, 499 participants).
Which 401(k) plans cover a similar participant headcount to Vertex Aerospace Master Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cpc Logistics, Inc. Employees 401(k) Retirement Plan in MO (3,743 participants, $71M 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 640941176.

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.