401(k) · DOL Form 5500 · 2022
Vertex Aerospace LLC. 401(k) Plan
Data updated 2026-08-11
- $190M
- Total assets
- 3,741
- Participants
- 95th
- Percentile by assets
- $50,756
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $190M
- total plan assets (2022 EOY)
- 3,741
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $50,756
- avg assets per participant
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. Vertex Aerospace Master Savings Plan reports 3,741 participants - 10x that state average ($190M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $190M |
| Net Income | $42M |
| 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.
Vertex Aerospace Master Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
- Cadence 401(k) Profit-Sharing Plan $717M · 6,553
- Ergon 401(k) Plan $560M · 3,038
- Hancock Whitney Corporation 401(k) Savings Plan $468M · 3,323
- Southern Farm Bureau and Adopting Companies 401(k) Plan $433M · 2,626
- Trustmark 401(k) Plan $345M · 2,730
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Vertex Aerospace Master Savings Plan by total assets, not by location.
- Dakota Gasification Company 401(k) Plan (ND) $190M · 499
- Nfi Industries, Inc. Employee Retirement Savings Plan (NJ) $190M · 13,772
- Sun Pharmaceutical Industries, Inc. 401(k) Plan (NJ) $190M · 1,382
- Schiff Hardin LLP Incentive Savings 401(k) Plan (DC) $190M · 412
Frequently Asked Questions
How did Vertex Aerospace Master Savings Plan assets move in 2022? ▼
How have Vertex Aerospace LLC. plan assets changed over time? ▼
Where does Vertex Aerospace Master Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Vertex Aerospace Master Savings Plan
Filing takeaways
Ways to act on Vertex Aerospace Master Savings Plan's numbers.
- By total assets, Vertex Aerospace Master Savings 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 Mississippi. Compare plans
- Vertex Aerospace LLC.'s sponsor-wide assets have grown 239.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans