401(k) · DOL Form 5500 · 2024

Vertical Bridge Management LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
275
Participants Below avg headcount
77th
Percentile by assets National rank
$106,070
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vertical Bridge Management LLC 401(k) Plan · Sponsored by Vertical Bridge Management LLC · Florida · Real Estate

$29M in assets, 275 participants

Vertical Bridge Management LLC's Vertical Bridge Management LLC 401(k) Plan reported $29M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,110 in Real Estate (4,605 peers)

Coverage in Florida

Vertical Bridge Management LLC 401(k) Plan covers 275 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $29M.

#4,110
in Real Estate (4,605 peers)
+31.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vertical Bridge Management LLC 401(k) Plan's outsized position by total assets

Vertical Bridge Management LLC 401(k) Plan vs every filed plan by assets

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

$29,169,308 Top 23% higher than 77% 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

Vertical Bridge Management LLC 401(k) 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. Vertical Bridge Management LLC 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vertical Bridge Management LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Vertical Bridge Management LLC 401(k) Plan reported participants rose from 221 in the plan year 2023 filing to 275 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 352495267 · Vertical Bridge Management LLC PY 2024 · 401(k)

Vertical Bridge Management LLC 401(k) Plan · $29M · 275 · 77th

  • EBSA $29M
  • EBSA 275
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Shook Construction Co. Retirement Plan
  • EBSA ind #4110

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 Real Estate retirement plans → · Plans in Florida →

Vertical Bridge Management LLC 401(k) Plan in the asset neighbourhood

Vertical Bridge Management LLC 401(k) PlanVertical Bridge Management L…$29MShook Construction Co. Retirement PlanShook Construction Co. Retir…$29MCore Health and Fitness, LLC 401(k) Profit Sharing PlanCore Health and Fitness, LLC…$29MPerceptyx, Inc. 401(k) Profit Sharing PlanPerceptyx, Inc. 401(k) Profi…$29MMiller Milling Company Employee Savings & Retirement PlanMiller Milling Company Emplo…$29M
End-of-year total assets ($M) among Vertical Bridge Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN352495267
Plan Effective Date2014-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertical Bridge Management LLC)

Sponsor-wide plan assets over time

All Vertical Bridge Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 90.63065672479482% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $15.3M $29.2M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 215 $15M
2023 1 221 $22M
2024 1 275 $29M

Nearby 401(k) Plans in Florida

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

Vertical Bridge Management LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vertical Bridge Management LLC 401(k) Plan, Total assets ($B): 0.029169308 · Participants: 275Vertical Bridge Management LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Vertical Bridge Management LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vertical Bridge Management LLC 401(k) Plan side-by-side with 3 peers →

Vertical Bridge Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Shook Construction Co. Retirement Plan in OH ($29M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Vertical Bridge Management LLC 401(k) Plan assets move in 2024? ▼
Vertical Bridge Management LLC 401(k) Plan surged - up 31.0% during 2024, from $22M to $29M. Reported net income was $7M.
How have Vertical Bridge Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertical Bridge Management LLC's sponsor-wide assets grew 90.6%, from $15M to $29M.
Where does Vertical Bridge Management LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Vertical Bridge Management LLC 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vertical Bridge Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shook Construction Co. Retirement Plan in OH ($29M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Vertical Bridge Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M 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 352495267.

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.