401(k) · DOL Form 5500 · 2023

The Vertex Companies, LLC 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
648
Participants Below avg headcount
91st
Percentile by assets National rank
$157,411
Avg per participant Above avg balance/head
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Official DOL plan name: The Vertex Companies, LLC 401(k) Plan · Sponsored by The Vertex Companies, LLC · Massachusetts · Professional & Technical Services

$102M in assets, 648 participants

The Vertex Companies, LLC's The Vertex Companies, LLC 401(k) Plan reported $102M in total assets and 648 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,806 in Professional & Technical Services (20,321 peers)

Where The Vertex Companies, LLC 401(k) Plan sits by assets

The Vertex Companies, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $102M for 648 participants (~$157,411/participant), up 28.9% in 2023.

#18,806
in Professional & Technical Services (20,321 peers)
+28.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Vertex Companies, LLC 401(k) Plan's outsized position by total assets

The Vertex Companies, LLC 401(k) Plan vs every filed plan by assets

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

$102,002,029 Top 9% higher than 91% 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

The Vertex Companies, 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. The Vertex Companies, LLC 401(k) Plan sits mid-pack in the medium band (648 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Vertex Companies, LLC 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The Vertex Companies, LLC 401(k) Plan end-of-year assets rose from $79M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • The Vertex Companies, LLC 401(k) Plan reported participants rose from 604 in the plan year 2022 filing to 648 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203724403 · The Vertex Companies, LLC PY 2023 · 401(k)

The Vertex Companies, LLC 401(k) Plan · $102M · 648 · 91st

  • VS-ST $102M
  • BOY 648
  • SCH 91st
  • EBSA 401(k)
  • PART near Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees
  • TYPE ind #18806

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 →

The Vertex Companies, LLC 401(k) Plan in the asset neighbourhood

Employee Savings and Investment Plan of Cochlear AmericasEmployee Savings and Investm…$102MAmarillo National Bank 401(k) PlanAmarillo National Bank 401(k…$102MGreenstate Credit Union 401(k) Retirement PlanGreenstate Credit Union 401(…$102MThe Vertex Companies, LLC 401(k) PlanThe Vertex Companies, LLC 40…$102MProfit Sharing Plan for Itg Brands, LLC Hourly Paid EmployeesProfit Sharing Plan for Itg …$102M
End-of-year total assets ($M) among The Vertex Companies, LLC 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)$79M
Net Assets (End of Year)$102M
Net Income$23M
Employer EIN203724403
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Vertex Companies, LLC)

Sponsor-wide plan assets over time

All The Vertex Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 48.803450120298955% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $79.1M $118M ▲ +48.8%
Year Plans Participants Total Assets
2022 2 976 $79M
2023 1 648 $102M
2024 1 639 $118M

Nearby 401(k) Plans in Massachusetts

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

The Vertex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Vertex Companies, LLC 401(k) Plan, Total assets ($B): 0.102002029 · Participants: 648The Vertex Companies, LLC 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
The Vertex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Vertex Companies, LLC 401(k) Plan side-by-side with 3 peers →

The Vertex Companies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees in NC ($102M); by covered participants it is Kimco Realty Corporation 401(k) Plan in NY (648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (648 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 The Vertex Companies, LLC 401(k) Plan assets move in 2023? ▼
The Vertex Companies, LLC 401(k) Plan grew sharply - up 28.9% during 2023, from $79M to $102M. Reported net income was $23M.
How have The Vertex Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vertex Companies, LLC's sponsor-wide assets grew 48.8%, from $79M to $118M.
Where does The Vertex Companies, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Vertex Companies, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Vertex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees in NC ($102M, 283 participants).
Which 401(k) plans cover a similar participant headcount to The Vertex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kimco Realty Corporation 401(k) Plan in NY (648 participants, $206M 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 203724403.

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.