401(k) · DOL Form 5500 · 2024

Vertex, Inc. 401(k) Plan

Data updated 2026-08-25

$445M
Total assets Above avg plan size
1,362
Participants Near avg headcount
97th
Percentile by assets National rank
$326,841
Avg per participant High balance/head
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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.

  • #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.

#2,676
in Information & Media (2,822 peers)
+18.3%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Vertex, Inc. 401(k) Plan's outsized position 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

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

Vertex, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vertex, Inc. 401(k) Plan lands in the large band (1,362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Published 5500 schedule card

Filing strip 232081753 · Vertex, Inc. PY 2024 · 401(k)

Vertex, Inc. 401(k) Plan · $445M · 1,362 · 97th

  • EBSA $445M
  • PART 1,362
  • TYPE 97th
  • NET 401(k)
  • BOOK near Ctca 401(k) Savings and Retirement Plan
  • VS-ST ind #2676

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 Information & Media retirement plans → · Plans in Pennsylvania →

Vertex, Inc. 401(k) Plan in the asset neighbourhood

Wells Enterprises, Inc. 401(k) PlanWells Enterprises, Inc. 401(…$446MQualtrics 401(k) Plan$446MVertex, Inc. 401(k) Plan$445MCtca 401(k) Savings and Retirement PlanCtca 401(k) Savings and Reti…$445MGuardian Cooperative Investment PlanGuardian Cooperative Investm…$444M
End-of-year total assets ($M) among Vertex, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$376M
Net Assets (End of Year)$445M
Net Income$69M
Employer EIN232081753
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertex, Inc.)

Sponsor-wide plan assets over time

All Vertex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$445M 39.651765185679% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $319M $445M ▲ +39.7%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Vertex, Inc. 401(k) Plan, Total assets ($B): 0.445157458 · Participants: 1362Vertex, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Vertex, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Vertex, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Ctca 401(k) Savings and Retirement Plan in IL ($445M); by covered participants it is Hcl America Solutions 401(k) Plan in CA (1,362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($445M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,362 participants); asset peers above are excluded.

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 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).
Which 401(k) plans cover a similar participant headcount to Vertex, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hcl America Solutions 401(k) Plan in CA (1,362 participants, N/A 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 232081753.

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.