401(k) · DOL Form 5500 · 2022

I3 Verticals Management Services,Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,517
Participants Near avg headcount
89th
Percentile by assets National rank
$36,635
Avg per participant Low balance/head
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Official DOL plan name: I3 Verticals Management Services, Inc. 401(k) Plan · Sponsored by I3 Verticals Management Services,Inc. · Tennessee · Professional & Technical Services

$56M in assets, 1,517 participants

I3 Verticals Management Services,Inc.'s I3 Verticals Management Services, Inc. 401(k) Plan reported $56M in total assets and 1,517 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,387 in Professional & Technical Services (21,562 peers)

Where I3 Verticals Management Services, Inc. 401(k) Plan sits by assets

I3 Verticals Management Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 1,517 participants (~$36,635/participant), up 36.0% in 2022.

#19,387
in Professional & Technical Services (21,562 peers)
+36.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

I3 Verticals Management Services, Inc. 401(k) Plan's outsized position by total assets

I3 Verticals Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$55,575,771 Top 11% higher than 89% 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

I3 Verticals Management Services, Inc. 401(k) 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. I3 Verticals Management Services, Inc. 401(k) Plan lands in the large band (1,517 participants).

Form 5500 schedule snapshot

Filing strip 300847828 · I3 Verticals Management Services,Inc. PY 2022 · 401(k)

I3 Verticals Management Services, Inc. 401(k) Plan · $56M · 1,517 · 89th

  • BOY $56M
  • SCH 1,517
  • EBSA 89th
  • PART 401(k)
  • TYPE near Raf Industries, Inc. Savings Plan
  • NET ind #19387

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 Tennessee →

I3 Verticals Management Services, Inc. 401(k) Plan in the asset neighbourhood

I3 Verticals Management Services, Inc. 401(k) PlanI3 Verticals Management Serv…$56MRaf Industries, Inc. Savings PlanRaf Industries, Inc. Savings…$56MThe Stevens Family 401(k) Retirement PlanThe Stevens Family 401(k) Re…$56MWinpak Portion Packaging, Inc. 401(k) Thrift Savings PlanWinpak Portion Packaging, In…$56MCorvias Group, LLC Savings & Retirement PlanCorvias Group, LLC Savings &…$56M
End-of-year total assets ($M) among I3 Verticals Management Services, 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)$41M
Net Assets (End of Year)$56M
Net Income$12M
Employer EIN300847828
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I3 Verticals Management Services,Inc.)

Sponsor-wide plan assets over time

All I3 Verticals Management Services,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 21.336904169984432% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.6M $67.4M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 1,517 $56M
2023 1 1,477 $75M
2024 1 1,285 $67M

Nearby 401(k) Plans in Tennessee

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

I3 Verticals Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants I3 Verticals Management Services, Inc. 401(k) Plan, Total assets ($B): 0.055575771 · Participants: 1517I3 Verticals Management Services, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
I3 Verticals Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare I3 Verticals Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

I3 Verticals Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Raf Industries, Inc. Savings Plan in PA ($56M); by covered participants it is Viavi Solutions 401(k) Plan in CA (1,517 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,517 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 I3 Verticals Management Services, Inc. 401(k) Plan assets move in 2022? ▼
I3 Verticals Management Services, Inc. 401(k) Plan surged - up 36.0% during 2022, from $41M to $56M. Reported net income was $12M.
How have I3 Verticals Management Services,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I3 Verticals Management Services,Inc.'s sponsor-wide assets grew 21.3%, from $56M to $67M.
Where does I3 Verticals Management Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
I3 Verticals Management Services, Inc. 401(k) Plan ranks in the 89th 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 I3 Verticals Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raf Industries, Inc. Savings Plan in PA ($56M, 1,148 participants).
Which 401(k) plans cover a similar participant headcount to I3 Verticals Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Viavi Solutions 401(k) Plan in CA (1,517 participants, $568M 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 300847828.

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.