401(k) · DOL Form 5500 · 2023
Vertex, Inc. 401(k) Plan
Data updated 2026-08-11
- $376M
- Total assets
- 1,299
- Participants
- 97th
- Percentile by assets
- $289,756
- Avg per participant
Official DOL plan name: Vertex, Inc. 401(k) Plan · Sponsored by Vertex, Inc. · Pennsylvania · Information & Media
$376M in assets, 1,299 participants
Vertex, Inc.'s Vertex, Inc. 401(k) Plan reported $376M in total assets and 1,299 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #2,659 in Information & Media (2,818 peers)
Where Vertex, Inc. 401(k) Plan sits by assets
Vertex, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $376M for 1,299 participants (~$289,756/participant), up 18.1% in 2023.
- $376M
- total plan assets (2023 EOY)
- 1,299
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $289,756
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vertex, Inc. 401(k) Plan reported net income rose from -$52M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Vertex, Inc. 401(k) Plan end-of-year assets rose from $319M in the plan year 2022 filing to $376M in the plan year 2023 filing.
- Vertex, Inc. 401(k) Plan reported participants rose from 1,181 in the plan year 2022 filing to 1,299 in the plan year 2023 filing.
Vertex, Inc. 401(k) Plan vs the 2023 asset distribution
By assets, Vertex, Inc. 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $319M |
|---|---|
| Net Assets (End of Year) | $376M |
| Net Income | $58M |
| Employer EIN | 232081753 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vertex, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,181 | $319M |
| 2023 | 1 | 1,299 | $376M |
| 2024 | 1 | 1,362 | $445M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Vertex, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Vertex, Inc. 401(k) Plan by total assets, not by location.
- Electrical Construction Industry Annuity Plan (WI) $376M · 3,308
- Kennedy Krieger Institute Retirement Savings Plan (MD) $376M · 2,606
- Vitalant 401(k) Retirement Savings Plan (AZ) $376M · 4,088
- Hunt Consolidated, Inc. Fidelity Thrift Plan (TX) $376M · 897
Frequently Asked Questions
How did Vertex, Inc. 401(k) Plan assets move in 2023? ▼
How have Vertex, Inc. plan assets changed over time? ▼
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Next read for Vertex, Inc. 401(k) Plan
Scale reading
Ways to act on Vertex, Inc. 401(k) Plan's numbers.
- By total assets, Vertex, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Vertex, Inc.'s sponsor-wide assets have grown 39.7% since 2022 across 3 plan years on file. More Information & Media plans