401(k) · DOL Form 5500 · 2024
Vert Markets LLC 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $331,386
- Avg per participant High balance/head
Official DOL plan name: Peterson Brothers Retirement Plan · Sponsored by Vert Markets LLC · Pennsylvania · Information & Media
$46M in assets, 138 participants
Vert Markets LLC's Peterson Brothers Retirement Plan reported $46M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,179 in Information & Media (2,822 peers)
Coverage in Pennsylvania
Peterson Brothers Retirement Plan covers 138 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $46M.
- #2,179
- in Information & Media (2,822 peers)
- +9.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Peterson Brothers Retirement Plan's outsized position by total assets
Peterson Brothers Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,731,217 Top 17% higher than 83% 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
Peterson Brothers Retirement 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. Peterson Brothers Retirement Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peterson Brothers Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Peterson Brothers Retirement Plan reported participants rose from 118 in the plan year 2023 filing to 138 in the plan year 2024 filing.
- Peterson Brothers Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $46M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 820548255 · Vert Markets LLC PY 2024 · 401(k)
Peterson Brothers Retirement Plan · $46M · 138 · 83rd
- PCT $46M
- PCT 138
- PCT 83rd
- PCT 401(k)
- PCT near Lico, Inc. 401(k) Plan
- PCT ind #2179
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 →
Peterson Brothers Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $4M |
| Employer EIN | 820548255 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vert Markets LLC)
Sponsor-wide plan assets over time
All Vert Markets LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 31.223599234682325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $35M |
| 2023 | 1 | 118 | $42M |
| 2024 | 1 | 138 | $46M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Peterson Brothers Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Lico, Inc. 401(k) Plan in MO ($46M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Lico, Inc. 401(k) Plan (MO) $46M · 275
- Worldwide Techservices Retirement Savings Plan (MA) $46M · 1,411
- Lafayette 148 Inc. 401(k) Plan (NY) $46M · 278
- The Jockey Club 401(k) Plan (NY) $46M · 249
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
- Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
- Ae Logistics 401(k) & Psp (LA) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.