401(k) · DOL Form 5500 · 2024

Vortex Software Consulting LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
16
Participants Small participant base
41st
Percentile by assets National rank
$292,237
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Vortex Software Consulting LLC · New York · Professional & Technical Services

$5M in assets, 16 participants

Vortex Software Consulting LLC's Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,698 in Professional & Technical Services (20,173 peers)

Vortex Software Consulting LLC multi-year trail

Vortex Software Consulting LLC's plans moved +52.5% in assets from 2022 to 2024; this filing shows Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust at $5M / 16 participants.

#7,698
in Professional & Technical Services (20,173 peers)
+24.1%
assets growth YoY

Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,675,794 41st percentile higher than 41% of 123,620 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 2024

Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $701K in the plan year 2023 filing to $909K in the plan year 2024 filing.
  • Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 13 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161531814 · Vortex Software Consulting LLC PY 2024 · 401(k)

Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust · $5M · 16 · 41st

  • NET $5M
  • BOOK 16
  • VS-ST 41st
  • BOY 401(k)
  • SCH near Straub Collaborative Inc. 401(k) Profit Sharing Plan and Trust
  • EBSA ind #7698

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 New York →

Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Vortex Consulting Inc 401(k) Profit Sharing Plan & TrustVortex Consulting Inc 401(k)…$5MStraub Collaborative Inc. 401(k) Profit Sharing Plan and TrustStraub Collaborative Inc. 40…$5MBecket Fund 401(k) Plan$5MTurnipseed & Roe, LLC 401(k) Profit Sharing PlanTurnipseed & Roe, LLC 401(k)…$5MVolunteer Materials and Related 401(k) PlanVolunteer Materials and Rela…$5M
End-of-year total assets ($M) among Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vortex Software Consulting LLC multi-year asset trail

Sponsor-wide plan assets over time

All Vortex Software Consulting LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 52.53728373152124% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.07M $4.68M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 13 $4M
2024 1 16 $5M

Vortex Software Consulting LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$909K
Employer EIN161531814
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004675794 · Participants: 16Vortex Consulting Inc 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Straub Collaborative Inc. 401(k) Profit Sharing Plan and Trust in OR ($5M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 24.1% during 2024, from $4M to $5M. Reported net income was $909K.
How have Vortex Software Consulting LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vortex Software Consulting LLC's sponsor-wide assets grew 52.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Straub Collaborative Inc. 401(k) Profit Sharing Plan and Trust in OR ($5M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Vortex Consulting Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 161531814.

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.