401(k) · DOL Form 5500 · 2023

Vertical Bridge Management LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
221
Participants Below avg headcount
75th
Percentile by assets National rank
$100,750
Avg per participant Below avg balance/head
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Official DOL plan name: Vertical Bridge Management LLC 401(k) Plan · Sponsored by Vertical Bridge Management LLC · Florida · Real Estate

$22M in assets, 221 participants

Vertical Bridge Management LLC's Vertical Bridge Management LLC 401(k) Plan reported $22M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,167 in Real Estate (4,727 peers)

Coverage in Florida

Vertical Bridge Management LLC 401(k) Plan covers 221 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $22M.

#4,167
in Real Estate (4,727 peers)
+45.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Vertical Bridge Management LLC 401(k) Plan's outsized position by total assets

Vertical Bridge Management LLC 401(k) Plan vs every filed plan by assets

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

$22,265,679 Top 25% higher than 75% 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

Vertical Bridge Management LLC 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. Vertical Bridge Management LLC 401(k) Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vertical Bridge Management LLC 401(k) Plan reported net income rose from -$533K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Vertical Bridge Management LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Vertical Bridge Management LLC 401(k) Plan reported participants rose from 215 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352495267 · Vertical Bridge Management LLC PY 2023 · 401(k)

Vertical Bridge Management LLC 401(k) Plan · $22M · 221 · 75th

  • SCH $22M
  • SCH 221
  • SCH 75th
  • SCH 401(k)
  • SCH near Eduro Healthcare Retirement Plan
  • SCH ind #4167

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 Real Estate retirement plans → · Plans in Florida →

Vertical Bridge Management LLC 401(k) Plan in the asset neighbourhood

Vertical Bridge Management LLC 401(k) PlanVertical Bridge Management L…$22MEduro Healthcare Retirement PlanEduro Healthcare Retirement …$22MUS Wittenstein Group Employees' Retirement and Savings Plan & TrustUS Wittenstein Group Employe…$22MMba Csi 401(k) Plan$22MF.C.B. 401(k) Plan$22M
End-of-year total assets ($M) among Vertical Bridge Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$22M
Net Income$7M
Employer EIN352495267
Plan Effective Date2014-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertical Bridge Management LLC)

Sponsor-wide plan assets over time

All Vertical Bridge Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 90.63065672479482% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $15.3M $29.2M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 215 $15M
2023 1 221 $22M
2024 1 275 $29M

Nearby 401(k) Plans in Florida

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

Vertical Bridge Management LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vertical Bridge Management LLC 401(k) Plan, Total assets ($B): 0.022265679 · Participants: 221Vertical Bridge Management LLC 401(k) PlanL3harris 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
Vertical Bridge Management LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vertical Bridge Management LLC 401(k) Plan side-by-side with 3 peers →

Vertical Bridge Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Eduro Healthcare Retirement Plan in UT ($22M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Vertical Bridge Management LLC 401(k) Plan assets move in 2023? ▼
Vertical Bridge Management LLC 401(k) Plan surged - up 45.5% during 2023, from $15M to $22M. Reported net income was $7M.
How have Vertical Bridge Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertical Bridge Management LLC's sponsor-wide assets grew 90.6%, from $15M to $29M.
Where does Vertical Bridge Management LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Vertical Bridge Management LLC 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vertical Bridge Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eduro Healthcare Retirement Plan in UT ($22M, 3,041 participants).
Which 401(k) plans cover a similar participant headcount to Vertical Bridge Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352495267.

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.