401(k) · DOL Form 5500 · 2023
Vertin Company 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 537
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $37,865
- Avg per participant Low balance/head
Official DOL plan name: Vertin Company 401(k) Profit Sharing Plan · Sponsored by Vertin Company · Minnesota · Other Services
$20M in assets, 537 participants
Vertin Company's Vertin Company 401(k) Profit Sharing Plan reported $20M in total assets and 537 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,697 in Other Services (7,857 peers)
Coverage in Minnesota
Vertin Company 401(k) Profit Sharing Plan covers 537 participants in Minnesota, about 48% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.
- #6,697
- in Other Services (7,857 peers)
- +15.8%
- assets growth YoY
Vertin Company 401(k) Profit Sharing Plan's outsized position by total assets
Vertin Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,333,707 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Vertin Company 401(k) Profit Sharing 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. Vertin Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (537 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vertin Company 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Vertin Company 401(k) Profit Sharing Plan reported participants rose from 305 in the plan year 2022 filing to 537 in the plan year 2023 filing.
- Vertin Company 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
DOL schedule card
Filing strip 411404354 · Vertin Company PY 2023 · 401(k)
Vertin Company 401(k) Profit Sharing Plan · $20M · 537 · 73rd
- EIN $20M
- RANK 537
- PHOTO 73rd
- IND 401(k)
- EOY near Helgesen Industries, Inc. Profit Sharing 401(k) Plan
- 5500 ind #6697
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 Other Services retirement plans → · Plans in Minnesota →
Vertin Company 401(k) Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 411404354 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vertin Company)
Sponsor-wide plan assets over time
All Vertin Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 36.94780451729668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $18M |
| 2023 | 1 | 537 | $20M |
| 2024 | 1 | 585 | $24M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Vertin Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Helgesen Industries, Inc. Profit Sharing 401(k) Plan in WI ($20M); by covered participants it is Del Real Foods, LLC 401(k) Plan in CA (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- Del Real Foods, LLC 401(k) Plan (CA) 537 · 0 off
- Gee Group Inc. Incentive Savings Plan (IL) 537 · 0 off
- Franklin Johnston Group 401(k) Plan (VA) 537 · 0 off
- Blue & Co. 401(k) Plan (IN) 537 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.