401(k) · DOL Form 5500 · 2023

Vestmark, Inc 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
401
Participants Below avg headcount
86th
Percentile by assets National rank
$132,844
Avg per participant Near avg balance/head
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Official DOL plan name: Vestmark, Inc 401(k) Plan · Sponsored by Vestmark, Inc · Massachusetts · Professional & Technical Services

$53M in assets, 401 participants

Vestmark, Inc's Vestmark, Inc 401(k) Plan reported $53M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,719 in Professional & Technical Services (20,321 peers)

Where Vestmark, Inc 401(k) Plan sits by assets

Vestmark, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 401 participants (~$132,844/participant), up 25.6% in 2023.

#17,719
in Professional & Technical Services (20,321 peers)
+25.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Vestmark, Inc 401(k) Plan's outsized position by total assets

Vestmark, Inc 401(k) Plan vs every filed plan by assets

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

$53,270,419 Top 14% higher than 86% 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

Vestmark, Inc 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. Vestmark, Inc 401(k) Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vestmark, Inc 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Vestmark, Inc 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Vestmark, Inc 401(k) Plan reported participants fell from 412 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043556518 · Vestmark, Inc PY 2023 · 401(k)

Vestmark, Inc 401(k) Plan · $53M · 401 · 86th

  • IND $53M
  • IND 401
  • IND 86th
  • IND 401(k)
  • IND near Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan
  • IND ind #17719

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 Massachusetts →

Vestmark, Inc 401(k) Plan in the asset neighbourhood

Baxter Auto Group 401(k) Plan$53MKoley Jessen P.C. 401(k) Plan$53MVestmark, Inc 401(k) Plan$53MKohlberg & Co. LLC Employee Savings and Profit Sharing PlanKohlberg & Co. LLC Employee …$53MAccela, Inc. 401(k) & Profit Sharing PlanAccela, Inc. 401(k) & Profit…$53M
End-of-year total assets ($M) among Vestmark, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$53M
Net Income$11M
Employer EIN043556518
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vestmark, Inc)

Sponsor-wide plan assets over time

All Vestmark, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$60M 42.19360821423894% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.4M $60.3M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 412 $42M
2023 1 401 $53M
2024 1 395 $60M

Nearby 401(k) Plans in Massachusetts

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

Vestmark, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Vestmark, Inc 401(k) Plan, Total assets ($B): 0.053270419 · Participants: 401Vestmark, Inc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Vestmark, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Vestmark, Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan in NY ($53M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (401 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Vestmark, Inc 401(k) Plan assets move in 2023? ▼
Vestmark, Inc 401(k) Plan grew sharply - up 25.6% during 2023, from $42M to $53M. Reported net income was $11M.
How have Vestmark, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vestmark, Inc's sponsor-wide assets grew 42.2%, from $42M to $60M.
Where does Vestmark, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Vestmark, Inc 401(k) Plan ranks in the 86th 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 Vestmark, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan in NY ($53M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Vestmark, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquafil USA, Inc. 401(k) Plan in GA (401 participants, $5M 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 043556518.

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.