401(k) · DOL Form 5500 · 2024

Vertos Medical, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 192
Participants Below avg headcount: 67th
Percentile by assets National rank: $90,264
Avg per participant Below avg balance/head

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Official DOL plan name: Vertos Medical, Inc. 401(k) Plan · Sponsored by Vertos Medical, Inc. · California · Manufacturing

$17M in assets, 192 participants

Vertos Medical, Inc.'s Vertos Medical, Inc. 401(k) Plan reported $17M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

#9,979 in Manufacturing (17,777 peers)

Coverage in California

Vertos Medical, Inc. 401(k) Plan covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $17M.

#9,979
in Manufacturing (17,777 peers): +25.5%
assets growth YoY

Vertos Medical, Inc. 401(k) Plan's outsized position by total assets

Vertos Medical, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,330,721 Top 33% higher than 67% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Vertos Medical, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vertos Medical, Inc. 401(k) Plan sits mid-pack in the medium band (192 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Vertos Medical, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Vertos Medical, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Vertos Medical, Inc. 401(k) Plan reported participants rose from 160 in the plan year 2023 filing to 192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202214577 · Vertos Medical, Inc. PY 2024 · 401(k)

Vertos Medical, Inc. 401(k) Plan · $17M · 192 · 67th

EBSA $17M
PART 192
TYPE 67th
NET 401(k)
BOOK near Loenbro, LLC 401(k) Plan
VS-ST ind #9979

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 Manufacturing retirement plans → · Plans in California →

End-of-year total assets ($M) among Vertos Medical, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$17M
Net Income	$4M
Employer EIN	202214577
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Vertos Medical, Inc.)

Latest sponsor-wide plan assets: $17M 25.50247601811187% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	160	$14M
2024	2	258	$17M

Nearby 401(k) Plans in California

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

Vertos Medical, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Vertos Medical, Inc. 401(k) Plan side-by-side with 3 peers →

Vertos Medical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Loenbro, LLC 401(k) Plan in MT ($17M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Loenbro, LLC 401(k) Plan (MT) $17M · 1,276
Jervey Eye Group, P. a. Retirement Plan (SC) $17M · 113
Bella Automotive Group Limited 401(k) Plan (FL) $17M · 461
Jpl Video Productions, Inc. 401(k) Plan (PA) $17M · 130

Similar participant headcount

Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.

Lawley Motors, LLC 401(k) Plan (AZ) 192 · 0 off
Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust (GA) 192 · 0 off
Gridpoint, Inc. 401(k) Plan (VA) 192 · 0 off
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust (MI) 192 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vertos Medical, Inc. 401(k) Plan assets move in 2024? ▼

Vertos Medical, Inc. 401(k) Plan grew sharply - up 25.5% during 2024, from $14M to $17M. Reported net income was $4M.

How have Vertos Medical, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Vertos Medical, Inc.'s sponsor-wide assets grew 25.5%, from $14M to $17M.

Which 401(k) plans are similar in size to Vertos Medical, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Loenbro, LLC 401(k) Plan in MT ($17M, 1,276 participants).

Which 401(k) plans cover a similar participant headcount to Vertos Medical, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lawley Motors, LLC 401(k) Plan in AZ (192 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202214577.