401(k) · DOL Form 5500 · 2023

Vortex Surgical, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
26
Participants Small participant base
25th
Percentile by assets National rank
$43,151
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vortex Surgical, Inc. Retirement Plan · Sponsored by Vortex Surgical, Inc. · Missouri · Manufacturing

$1M in assets, 26 participants

Vortex Surgical, Inc.'s Vortex Surgical, Inc. Retirement Plan reported $1M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,026 in Manufacturing (18,722 peers)

Vortex Surgical, Inc. multi-year trail

Vortex Surgical, Inc.'s plans moved +12.0% in assets from 2022 to 2024; this filing shows Vortex Surgical, Inc. Retirement Plan at $1M / 26 participants.

#2,026
in Manufacturing (18,722 peers)
+5.9%
assets growth YoY

Vortex Surgical, Inc. Retirement Plan among the smaller filed plans by assets

Vortex Surgical, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,121,918 25th percentile higher than 25% of 127,068 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 2023

Vortex Surgical, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vortex Surgical, Inc. Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vortex Surgical, Inc. Retirement Plan reported participants rose from 21 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Vortex Surgical, Inc. Retirement Plan reported net income fell from $79K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Vortex Surgical, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 811302388 · Vortex Surgical, Inc. PY 2023 · 401(k)

Vortex Surgical, Inc. Retirement Plan · $1M · 26 · 25th

  • RANK $1M
  • RANK 26
  • RANK 25th
  • RANK 401(k)
  • RANK near Franklin Management Systems, Inc. Profit Sharing Plan
  • RANK ind #2026

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 Manufacturing retirement plans → · Plans in Missouri →

Vortex Surgical, Inc. Retirement Plan in the asset neighbourhood

Vortex Surgical, Inc. Retirement PlanVortex Surgical, Inc. Retire…$1MFranklin Management Systems, Inc. Profit Sharing PlanFranklin Management Systems,…$1MMocoroa & Castellanos, Inc. 1165(e) PlanMocoroa & Castellanos, Inc. …$1MAutomatech, Inc. 401(k) Plan$1MMelgar Facility Maintenance, LLC D/B/a Mfm Industries Retirement PlanMelgar Facility Maintenance,…$1M
End-of-year total assets ($M) among Vortex Surgical, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vortex Surgical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vortex Surgical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.040841949848154% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M$1.2M$1.25M 202220232024 $1.06M $1.19M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 21 $1M
2023 1 26 $1M
2024 1 37 $1M

Vortex Surgical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$63K
Employer EIN811302388
Plan Effective Date2019-01-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Vortex Surgical, Inc. Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Vortex Surgical, Inc. Retirement Plan, Total assets ($B): 0.001121918 · Participants: 26Vortex Surgical, Inc. Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Vortex Surgical, Inc. Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Vortex Surgical, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Franklin Management Systems, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vortex Surgical, Inc. Retirement Plan assets move in 2023? ▼
Vortex Surgical, Inc. Retirement Plan grew at a solid clip - up 5.9% during 2023, from $1M to $1M. Reported net income was $63K.
How have Vortex Surgical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vortex Surgical, Inc.'s sponsor-wide assets grew 12.0%, from $1M to $1M.
Where does Vortex Surgical, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Vortex Surgical, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Vortex Surgical, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Management Systems, Inc. Profit Sharing Plan in CA ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Vortex Surgical, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811302388.

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.