401(k) · DOL Form 5500 · 2023

Vert Markets, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
118
Participants Small participant base
83rd
Percentile by assets National rank
$352,548
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peterson Brothers Retirement Plan · Sponsored by Vert Markets, Inc. · Pennsylvania · Information & Media

$42M in assets, 118 participants

Vert Markets, Inc.'s Peterson Brothers Retirement Plan reported $42M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,172 in Information & Media (2,818 peers)

Coverage in Pennsylvania

Peterson Brothers Retirement Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.

#2,172
in Information & Media (2,818 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Peterson Brothers Retirement Plan's outsized position by total assets

Peterson Brothers Retirement Plan vs every filed plan by assets

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

$41,600,634 Top 17% higher than 83% 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

Peterson Brothers Retirement 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. Peterson Brothers Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Brothers Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Peterson Brothers Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Peterson Brothers Retirement Plan reported participants rose from 99 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820548255 · Vert Markets, Inc. PY 2023 · 401(k)

Peterson Brothers Retirement Plan · $42M · 118 · 83rd

  • EBSA $42M
  • PART 118
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Women's Care, P.C. Section 401(k) Profit Sharing Plan
  • VS-ST ind #2172

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 Information & Media retirement plans → · Plans in Pennsylvania →

Peterson Brothers Retirement Plan in the asset neighbourhood

Savings Plan for Employees of Bollore Logistics USA Inc. and SubsidiariesSavings Plan for Employees o…$42MPeterson Brothers Retirement PlanPeterson Brothers Retirement…$42MWomen's Care, P.C. Section 401(k) Profit Sharing PlanWomen's Care, P.C. Section 4…$42MSystem Scale Corporation Employee Stock Ownership PlanSystem Scale Corporation Emp…$42MBenecard 401(k) Plan$42M
End-of-year total assets ($M) among Peterson Brothers Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN820548255
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vert Markets, Inc.)

Sponsor-wide plan assets over time

All Vert Markets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 31.223599234682325% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.9M $45.7M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 99 $35M
2023 1 118 $42M
2024 1 138 $46M

Nearby 401(k) Plans in Pennsylvania

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

Peterson Brothers Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Peterson Brothers Retirement Plan, Total assets ($B): 0.041600634 · Participants: 118Peterson Brothers Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Peterson Brothers Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Peterson Brothers Retirement Plan side-by-side with 3 peers →

Peterson Brothers Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Women's Care, P.C. Section 401(k) Profit Sharing Plan in OR ($42M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Peterson Brothers Retirement Plan assets move in 2023? ▼
Peterson Brothers Retirement Plan grew sharply - up 19.4% during 2023, from $35M to $42M. Reported net income was $7M.
How have Vert Markets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vert Markets, Inc.'s sponsor-wide assets grew 31.2%, from $35M to $46M.
Where does Peterson Brothers Retirement Plan rank by assets among Form 5500 filers? ▼
Peterson Brothers Retirement Plan ranks in the 83rd 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 Peterson Brothers Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Women's Care, P.C. Section 401(k) Profit Sharing Plan in OR ($42M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Brothers Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A 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 820548255.

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.