401(k) · DOL Form 5500 · 2023

Vortex Industries, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
635
Participants Below avg headcount
79th
Percentile by assets National rank
$48,201
Avg per participant Low balance/head
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Official DOL plan name: Vortex Employees 401(k) Plan · Sponsored by Vortex Industries, LLC · California · Construction

$31M in assets, 635 participants

Vortex Industries, LLC's Vortex Employees 401(k) Plan reported $31M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,032 in Construction (9,030 peers)

Where Vortex Employees 401(k) Plan sits by assets

Vortex Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 635 participants (~$48,201/participant), up 21.5% in 2023.

#7,032
in Construction (9,030 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vortex Employees 401(k) Plan's outsized position by total assets

Vortex Employees 401(k) Plan vs every filed plan by assets

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

$30,607,802 Top 21% higher than 79% 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

Vortex Employees 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. Vortex Employees 401(k) Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vortex Employees 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Vortex Employees 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Vortex Employees 401(k) Plan reported participants rose from 581 in the plan year 2022 filing to 635 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952761304 · Vortex Industries, LLC PY 2023 · 401(k)

Vortex Employees 401(k) Plan · $31M · 635 · 79th

  • IND $31M
  • IND 635
  • IND 79th
  • IND 401(k)
  • IND near Aoa Management Co. 401(k) Plan
  • IND ind #7032

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 Construction retirement plans → · Plans in California →

Vortex Employees 401(k) Plan in the asset neighbourhood

Vortex Employees 401(k) Plan$31MOpus Solutions, LLC 401(k) Retirement PlanOpus Solutions, LLC 401(k) R…$31MAoa Management Co. 401(k) PlanAoa Management Co. 401(k) Pl…$31MPhilly Shipyard 401(k) Plan$31MLower LLC 401(k) Retirement PlanLower LLC 401(k) Retirement …$31M
End-of-year total assets ($M) among Vortex Employees 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)$25M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN952761304
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vortex Industries, LLC)

Sponsor-wide plan assets over time

All Vortex Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 48.747216911763104% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $37.5M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 581 $25M
2023 1 635 $31M
2024 1 731 $37M

Nearby 401(k) Plans in California

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

Vortex Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vortex Employees 401(k) Plan, Total assets ($B): 0.030607802 · Participants: 635Vortex Employees 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Vortex Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vortex Employees 401(k) Plan side-by-side with 3 peers →

Vortex Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aoa Management Co. 401(k) Plan in GA ($31M); by covered participants it is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Vortex Employees 401(k) Plan assets move in 2023? ▼
Vortex Employees 401(k) Plan grew sharply - up 21.5% during 2023, from $25M to $31M. Reported net income was $5M.
How have Vortex Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vortex Industries, LLC's sponsor-wide assets grew 48.7%, from $25M to $37M.
Where does Vortex Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Vortex Employees 401(k) Plan ranks in the 79th 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 Vortex Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aoa Management Co. 401(k) Plan in GA ($31M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Vortex Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants, $31M 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 952761304.

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.