401(k) · DOL Form 5500 · 2024

Vortex Companies, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 742
Participants Near avg headcount: 65th
Percentile by assets National rank: $20,947
Avg per participant Low balance/head

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Official DOL plan name: Vortex Companies, LLC 401(k) Plan · Sponsored by Vortex Companies, LLC · Texas · Construction

$16M in assets, 742 participants

Vortex Companies, LLC's Vortex Companies, LLC 401(k) Plan reported $16M in total assets and 742 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#5,776 in Construction (9,039 peers)

Vortex Companies, LLC multi-year trail

Vortex Companies, LLC's plans moved +68.4% in assets from 2022 to 2024; this filing shows Vortex Companies, LLC 401(k) Plan at $16M / 742 participants.

#5,776
in Construction (9,039 peers): +31.2%
assets growth YoY

Vortex Companies, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Vortex Companies, LLC 401(k) Plan vs every filed plan by assets

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

$15,542,376 Top 35% higher than 65% 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

Vortex Companies, 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. Vortex Companies, LLC 401(k) Plan sits mid-pack in the medium band (742 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Vortex Companies, LLC 401(k) Plan reported participants rose from 322 in the plan year 2023 filing to 742 in the plan year 2024 filing.
Vortex Companies, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Vortex Companies, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364879397 · Vortex Companies, LLC PY 2024 · 401(k)

Vortex Companies, LLC 401(k) Plan · $16M · 742 · 65th

EIN $16M
EIN 742
EIN 65th
EIN 401(k)
EIN near Tierra, Inc. 401(k) Plan
EIN ind #5776

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Vortex Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vortex Companies, LLC multi-year asset trail

Latest sponsor-wide plan assets: $16M 68.39216244564251% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	310	$9M
2023	1	322	$12M
2024	1	742	$16M

Vortex Companies, LLC filing trail (2024)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$16M
Net Income	$4M
Employer EIN	364879397
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Vortex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Vortex Companies, LLC 401(k) Plan side-by-side with 3 peers →

Vortex Companies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tierra, Inc. 401(k) Plan in FL ($16M); by covered participants it is Kimco Realty Corporation 401(k) Plan in NY (742 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Tierra, Inc. 401(k) Plan (FL) $16M · 155
Citisoft, Inc. 401(k) Plan (MA) $16M · 71
Hillsboro Area Hospital Employees' 401(k) Plan (IL) $16M · 221
Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan (MA) $16M · 121

Similar participant headcount

Nearest other-state filings by covered participants (742 participants); asset peers above are excluded.

Kimco Realty Corporation 401(k) Plan (NY) 742 · 0 off
Endurance 401(k) Plan (IL) 742 · 0 off
Enjet Aero, LLC 401(k) Plan (KS) 742 · 0 off
Year Up, Inc. 401(k) Plan (MA) 742 · 0 off

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 Vortex Companies, LLC 401(k) Plan assets move in 2024? ▼

Vortex Companies, LLC 401(k) Plan surged - up 31.2% during 2024, from $12M to $16M. Reported net income was $4M.

How have Vortex Companies, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Vortex Companies, LLC's sponsor-wide assets grew 68.4%, from $9M to $16M.

Which 401(k) plans are similar in size to Vortex Companies, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tierra, Inc. 401(k) Plan in FL ($16M, 155 participants).

Which 401(k) plans cover a similar participant headcount to Vortex Companies, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kimco Realty Corporation 401(k) Plan in NY (742 participants, $237M 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 364879397.