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
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
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.
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
Florida filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $561K |
| Employer EIN | 650540437 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
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).
- Labcon, Inc. 401(k) Plan (TX) $4M · 564
- Veryable, Inc. 401(k) Plan (TX) $4M · 271
- Sensei Ag Holdings 401(k) Plan (CA) $4M · 114
- Altano U.S., LLC 401(k) Plan (KY) $4M · 184
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
- Anord Mardix (USA) Inc. (VA) 104 · 0 off
- Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off
- Aguirre & Fields, LP. 401(k) Retirement Plan (TX) 104 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.