401(k) · DOL Form 5500 · 2024

Vertex, Inc. 401(k) Plan

Data updated 2026-08-11

$445M
Total assets: 1,362
Participants: 97th
Percentile by assets: $326,841
Avg per participant

Official DOL plan name: Vertex, Inc. 401(k) Plan · Sponsored by Vertex, Inc. · Pennsylvania · Information & Media

$445M in assets, 1,362 participants

Vertex, Inc.'s Vertex, Inc. 401(k) Plan reported $445M in total assets and 1,362 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 123,622 plans)
#2,676 in Information & Media (2,822 peers)

Where Vertex, Inc. 401(k) Plan sits by assets

Vertex, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $445M for 1,362 participants (~$326,841/participant), up 18.3% in 2024.

$445M
total plan assets (2024 EOY): 1,362
covered participants: 97th
percentile by assets (of 123,622 plans): $326,841
avg assets per participant

Where Vertex, Inc. 401(k) Plan sits by total assets

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

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

$445,157,458 Top 3% higher than 97% 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

Vertex, Inc. 401(k) Plan reported net income rose from $58M in the plan year 2023 filing to $69M in the plan year 2024 filing.
Vertex, Inc. 401(k) Plan end-of-year assets rose from $376M in the plan year 2023 filing to $445M in the plan year 2024 filing.
Vertex, Inc. 401(k) Plan reported participants rose from 1,299 in the plan year 2023 filing to 1,362 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Information & Media

Vertex, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Vertex, Inc. 401(k) Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$376M
Net Assets (End of Year)	$445M
Net Income	$69M
Employer EIN	232081753
Plan Effective Date	1984-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Vertex, Inc.)

Total plan assets by year, all Vertex, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,181	$319M
2023	1	1,299	$376M
2024	1	1,362	$445M

Nearby 401(k) Plans in Pennsylvania

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

Vertex, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Vertex, Inc. 401(k) Plan by total assets, not by location.

Ctca 401(k) Savings and Retirement Plan (IL) $445M · 4,338
Qualtrics 401(k) Plan (UT) $446M · 3,044
Wells Enterprises, Inc. 401(k) Plan (IA) $446M · 3,780
Guardian Cooperative Investment Plan (NY) $444M · 2,546

Frequently Asked Questions

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

Vertex, Inc. 401(k) Plan grew sharply - up 18.3% during 2024, from $376M to $445M. Reported net income was $69M.

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

Across 3 plan years on file (2022-2024), Vertex, Inc.'s sponsor-wide assets grew 39.7%, from $319M to $445M.

Where does Vertex, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Vertex, Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

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

Among 401(k) plans in other states, the closest by assets is Ctca 401(k) Savings and Retirement Plan in IL ($445M, 4,338 participants).

Next read for Vertex, Inc. 401(k) Plan

Scale reading

Ways to act on Vertex, Inc. 401(k) Plan's numbers.

By total assets, Vertex, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Vertex, Inc.'s sponsor-wide assets have grown 39.7% since 2022 across 3 plan years on file. More Information & Media plans

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 232081753.