401(k) · DOL Form 5500 · 2023

Vortech Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
28th
Percentile by assets National rank
$37,596
Avg per participant Low balance/head
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Official DOL plan name: Vortech Engineering, Inc. 401(k) Plan · Sponsored by Vortech Engineering, Inc. · California · Manufacturing

$2M in assets, 42 participants

Vortech Engineering, Inc.'s Vortech Engineering, Inc. 401(k) Plan reported $2M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,452 in Manufacturing (18,722 peers)

2023 asset change

Vortech Engineering, Inc. 401(k) Plan declined sharply 15.8% in 2023 ($2M → $2M) for 42 participants.

#2,452
in Manufacturing (18,722 peers)
-15.8%
assets change YoY

The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vortech Engineering, Inc. 401(k) Plan among the smaller filed plans by assets

Vortech Engineering, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,579,047 28th percentile higher than 28% of 127,068 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 2023

Vortech Engineering, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vortech Engineering, Inc. 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vortech Engineering, Inc. 401(k) Plan reported net income rose from -$412K in the plan year 2022 filing to -$297K in the plan year 2023 filing.
  • Vortech Engineering, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770245496 · Vortech Engineering, Inc. PY 2023 · 401(k)

Vortech Engineering, Inc. 401(k) Plan · $2M · 42 · 28th

  • EOY $2M
  • 5500 42
  • ASSETS 28th
  • PCT 401(k)
  • EIN near Mxd Process Retirement Savings Plan
  • RANK ind #2452

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 Manufacturing retirement plans → · Plans in California →

Vortech Engineering, Inc. 401(k) Plan in the asset neighbourhood

Vortech Engineering, Inc. 401(k) PlanVortech Engineering, Inc. 40…$2MMxd Process Retirement Savings PlanMxd Process Retirement Savin…$2MAllaire Ivy League Academy, Inc. 401(k) PlanAllaire Ivy League Academy, …$2MTsd Logistics, Inc. 401(k) Profit Sharing PlanTsd Logistics, Inc. 401(k) P…$2MThe Rockland Trust Pooled Employer PlanThe Rockland Trust Pooled Em…$2M
End-of-year total assets ($M) among Vortech Engineering, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vortech Engineering, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Vortech Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.703562157869208% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.88M $1.79M ▼ -4.8%
Year Plans Participants Total Assets
2022 1 42 $2M
2023 1 42 $2M
2024 1 34 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$297K
Employer EIN770245496
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Vortech Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vortech Engineering, Inc. 401(k) Plan, Total assets ($B): 0.001579047 · Participants: 42Vortech Engineering, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Vortech Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Mxd Process Retirement Savings Plan in IN ($2M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vortech Engineering, Inc. 401(k) Plan assets move in 2023?
Vortech Engineering, Inc. 401(k) Plan declined sharply - down 15.8% during 2023, from $2M to $2M. Reported net income was -$297K.
How have Vortech Engineering, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Vortech Engineering, Inc.'s sponsor-wide assets declined 4.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Vortech Engineering, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mxd Process Retirement Savings Plan in IN ($2M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Vortech Engineering, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M in assets).