401(k) · DOL Form 5500 · 2023

I3 Verticals Management Services,Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
1,477
Participants Near avg headcount
89th
Percentile by assets National rank
$50,471
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I3 Verticals Management Services, Inc. 401(k) Plan · Sponsored by I3 Verticals Management Services,Inc. · Tennessee · Professional & Technical Services

$75M in assets, 1,477 participants

I3 Verticals Management Services,Inc.'s I3 Verticals Management Services, Inc. 401(k) Plan reported $75M in total assets and 1,477 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,364 in Professional & Technical Services (20,321 peers)

Where I3 Verticals Management Services, Inc. 401(k) Plan sits by assets

I3 Verticals Management Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 1,477 participants (~$50,471/participant), up 34.1% in 2023.

#18,364
in Professional & Technical Services (20,321 peers)
+34.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

I3 Verticals Management Services, Inc. 401(k) Plan's outsized position by total assets

I3 Verticals Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$74,546,192 Top 11% higher than 89% 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

I3 Verticals Management Services, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I3 Verticals Management Services, Inc. 401(k) Plan lands in the large band (1,477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I3 Verticals Management Services, Inc. 401(k) Plan reported net income rose from $12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • I3 Verticals Management Services, Inc. 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • I3 Verticals Management Services, Inc. 401(k) Plan reported participants fell from 1,517 in the plan year 2022 filing to 1,477 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300847828 · I3 Verticals Management Services,Inc. PY 2023 · 401(k)

I3 Verticals Management Services, Inc. 401(k) Plan · $75M · 1,477 · 89th

  • EIN $75M
  • EIN 1,477
  • EIN 89th
  • EIN 401(k)
  • EIN near Zodiac Seats US Savings Plan
  • EIN ind #18364

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 Tennessee →

I3 Verticals Management Services, Inc. 401(k) Plan in the asset neighbourhood

Tencent America 401(k) Plan$75MKilroy Realty Corporation 401(k) PlanKilroy Realty Corporation 40…$75MI3 Verticals Management Services, Inc. 401(k) PlanI3 Verticals Management Serv…$75MZodiac Seats US Savings Plan$75MDiligent Corporation 401(k) PlanDiligent Corporation 401(k) …$75M
End-of-year total assets ($M) among I3 Verticals Management Services, Inc. 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)$56M
Net Assets (End of Year)$75M
Net Income$19M
Employer EIN300847828
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I3 Verticals Management Services,Inc.)

Sponsor-wide plan assets over time

All I3 Verticals Management Services,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 21.336904169984432% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.6M $67.4M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 1,517 $56M
2023 1 1,477 $75M
2024 1 1,285 $67M

Nearby 401(k) Plans in Tennessee

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

I3 Verticals Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants I3 Verticals Management Services, Inc. 401(k) Plan, Total assets ($B): 0.074546192 · Participants: 1477I3 Verticals Management Services, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
I3 Verticals Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare I3 Verticals Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

I3 Verticals Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Zodiac Seats US Savings Plan in TX ($75M); by covered participants it is Western States 401(k) Retirement Fund of the Opeiu in OR (1,477 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,477 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 I3 Verticals Management Services, Inc. 401(k) Plan assets move in 2023? ▼
I3 Verticals Management Services, Inc. 401(k) Plan surged - up 34.1% during 2023, from $56M to $75M. Reported net income was $19M.
How have I3 Verticals Management Services,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I3 Verticals Management Services,Inc.'s sponsor-wide assets grew 21.3%, from $56M to $67M.
Where does I3 Verticals Management Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
I3 Verticals Management Services, Inc. 401(k) Plan ranks in the 89th 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 I3 Verticals Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zodiac Seats US Savings Plan in TX ($75M, 472 participants).
Which 401(k) plans cover a similar participant headcount to I3 Verticals Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western States 401(k) Retirement Fund of the Opeiu in OR (1,477 participants, $65M 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 300847828.

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.