401(k) · DOL Form 5500 · 2023

Vertilux Limited 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
104
Participants Small participant base
39th
Percentile by assets National rank
$36,334
Avg per participant Low balance/head
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Official DOL plan name: Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust · Sponsored by Vertilux Limited · Florida · Wholesale Trade

$4M in assets, 104 participants

Vertilux Limited's Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,794 in Wholesale Trade (6,309 peers)

Coverage in Florida

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust covers 104 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#1,794
in Wholesale Trade (6,309 peers)
+17.4%
assets growth YoY

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,778,756 39th percentile higher than 39% 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

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust reported net income rose from -$404K in the plan year 2022 filing to $561K in the plan year 2023 filing.
  • Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust reported participants fell from 107 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650540437 · Vertilux Limited PY 2023 · 401(k)

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust · $4M · 104 · 39th

  • PHOTO $4M
  • IND 104
  • EOY 39th
  • 5500 401(k)
  • ASSETS near Labcon, Inc. 401(k) Plan
  • PCT ind #1794

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 Wholesale Trade retirement plans → · Plans in Florida →

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Vertilux Ltd USA 401(k) Profit Sharing Plan & TrustVertilux Ltd USA 401(k) Prof…$4MLabcon, Inc. 401(k) Plan$4MVeryable, Inc. 401(k) Plan$4MSensei Ag Holdings 401(k) PlanSensei Ag Holdings 401(k) Pl…$4MAltano U.S., LLC 401(k) Plan$4M
End-of-year total assets ($M) among Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$561K
Employer EIN650540437
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertilux Limited)

Sponsor-wide plan assets over time

All Vertilux Limited plans reported in each filing year

Latest sponsor-wide plan assets
$5M 52.4121640836611% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.22M $4.9M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 107 $3M
2023 1 104 $4M
2024 1 92 $5M

Nearby 401(k) Plans in Florida

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

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003778756 · Participants: 104Vertilux Ltd USA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Labcon, Inc. 401(k) Plan in TX ($4M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust assets move in 2023?
Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust grew sharply - up 17.4% during 2023, from $3M to $4M. Reported net income was $561K.
How have Vertilux Limited plan assets changed over time?
Across 3 plan years on file (2022-2024), Vertilux Limited's sponsor-wide assets grew 52.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Labcon, Inc. 401(k) Plan in TX ($4M, 564 participants).
Which 401(k) plans cover a similar participant headcount to Vertilux Ltd USA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A in assets).