401(k) · DOL Form 5500 · 2023
Vertex US Holdings, Inc. Dba Vertexone 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 273
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $131,409
- Avg per participant Near avg balance/head
Official DOL plan name: Vertexone 401(k) Plan · Sponsored by Vertex US Holdings, Inc. Dba Vertexone · Texas · Professional & Technical Services
$36M in assets, 273 participants
Vertex US Holdings, Inc. Dba Vertexone's Vertexone 401(k) Plan reported $36M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,740 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Vertexone 401(k) Plan covers 273 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $36M.
- #16,740
- in Professional & Technical Services (20,321 peers)
- +8.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Vertexone 401(k) Plan's outsized position by total assets
Vertexone 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,874,555 Top 18% higher than 82% 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
Vertexone 401(k) Plan 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. Vertexone 401(k) Plan sits mid-pack in the medium band (273 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vertexone 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Vertexone 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Vertexone 401(k) Plan reported participants rose from 258 in the plan year 2022 filing to 273 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 263006422 · Vertex US Holdings, Inc. Dba Vertexone PY 2023 · 401(k)
Vertexone 401(k) Plan · $36M · 273 · 82nd
- PHOTO $36M
- IND 273
- EOY 82nd
- 5500 401(k)
- ASSETS near Strong & Hanni 401(k) Profit Sharing Plan
- PCT ind #16740
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 Texas →
Vertexone 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $3M |
| Employer EIN | 263006422 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vertex US Holdings, Inc. Dba Vertexone)
Sponsor-wide plan assets over time
All Vertex US Holdings, Inc. Dba Vertexone plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 13.600358594804169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $33M |
| 2023 | 1 | 273 | $36M |
| 2024 | 1 | 235 | $38M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Vertexone 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Strong & Hanni 401(k) Profit Sharing Plan in UT ($36M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Strong & Hanni 401(k) Profit Sharing Plan (UT) $36M · 141
- Suffolk Transportation Service, Inc. 401-K Plan (NY) $36M · 159
- Woodlands 401(k) Profit Sharing Plan (FL) $36M · 224
- East West Resorts, LLC Savings and Retirement Plan (CO) $36M · 1,110
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- Rx Savings Solutions 401(k) Plan (KS) 273 · 0 off
- Sunshine Development School, Inc. 401(k) Plan (NY) 273 · 0 off
- Jackson Orlando Associates 401(k) Plan (FL) 273 · 0 off
- Color Image Apparel, Inc. 401(k) Profit Sharing Plan (CA) 273 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.