401(k) · DOL Form 5500 · 2024
Vert Markets LLC 401(k) Plan
Data updated 2026-08-11
- $46M
- Total assets
- 138
- Participants
- 83rd
- Percentile by assets
- $331,386
- Avg per participant
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.
- 83rd percentile by assets (of 123,622 plans)
- #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.
- $46M
- total plan assets (2024 EOY)
- 138
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $331,386
- avg assets per participant
Where Peterson Brothers Retirement Plan sits 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
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Peterson Brothers Retirement Plan reports 138 participants - about 17% of that state average ($46M EOY assets).
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)
| 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.
Peterson Brothers Retirement 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Peterson Brothers Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Peterson Brothers Retirement Plan assets move in 2024? ▼
How have Vert Markets LLC plan assets changed over time? ▼
Where does Peterson Brothers Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Peterson Brothers Retirement Plan? ▼
Next read for Peterson Brothers Retirement Plan
Filing takeaways
Ways to act on Peterson Brothers Retirement Plan's numbers.
- By total assets, Peterson Brothers Retirement Plan ranks in the top quartile 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
- Vert Markets LLC's sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Information & Media plans