401(k) · DOL Form 5500 · 2024

Vertex US Holdings, Inc. Dba Vertexone 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
235
Participants Below avg headcount
81st
Percentile by assets National rank
$159,588
Avg per participant Above avg balance/head
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Official DOL plan name: Vertexone 401(k) Plan · Sponsored by Vertex US Holdings, Inc. Dba Vertexone · Texas · Professional & Technical Services

$38M in assets, 235 participants

Vertex US Holdings, Inc. Dba Vertexone's Vertexone 401(k) Plan reported $38M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,333 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Vertexone 401(k) Plan covers 235 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $38M.

#16,333
in Professional & Technical Services (20,173 peers)
+4.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vertexone 401(k) Plan's outsized position by total assets

Vertexone 401(k) Plan vs every filed plan by assets

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

$37,503,234 Top 19% higher than 81% 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

Vertexone 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. Vertexone 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vertexone 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Vertexone 401(k) Plan reported participants fell from 273 in the plan year 2023 filing to 235 in the plan year 2024 filing.
  • Vertexone 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 263006422 · Vertex US Holdings, Inc. Dba Vertexone PY 2024 · 401(k)

Vertexone 401(k) Plan · $38M · 235 · 81st

  • EIN $38M
  • EIN 235
  • EIN 81st
  • EIN 401(k)
  • EIN near Williams Tank Lines 401(k) Plan
  • EIN ind #16333

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 Professional & Technical Services retirement plans → · Plans in Texas →

Vertexone 401(k) Plan in the asset neighbourhood

Williams Tank Lines 401(k) PlanWilliams Tank Lines 401(k) P…$38MAmerican Fuji Seal, Inc. Union 401(k) PlanAmerican Fuji Seal, Inc. Uni…$38MGorham Savings Bank 401(k) Incentive Savings PlanGorham Savings Bank 401(k) I…$38MGalaxy Digital Services LLC 401(k) PlanGalaxy Digital Services LLC …$38MVertexone 401(k) Plan$38M
End-of-year total assets ($M) among Vertexone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$38M
Net Income$2M
Employer EIN263006422
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertex US Holdings, Inc. Dba Vertexone)

Sponsor-wide plan assets over time

All Vertex US Holdings, Inc. Dba Vertexone plans reported in each filing year

Latest sponsor-wide plan assets
$38M 13.600358594804169% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33M $37.5M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 258 $33M
2023 1 273 $36M
2024 1 235 $38M

Nearby 401(k) Plans in Texas

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

Vertexone 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vertexone 401(k) Plan, Total assets ($B): 0.037503234 · Participants: 235Vertexone 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Vertexone 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Vertexone 401(k) Plan side-by-side with 3 peers →

Vertexone 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Williams Tank Lines 401(k) Plan in CA ($38M); by covered participants it is Linwood Center, Inc. 401(k) Profit Sharing Plan in MD (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Vertexone 401(k) Plan assets move in 2024? ▼
Vertexone 401(k) Plan edged up modestly - up 4.5% during 2024, from $36M to $38M. Reported net income was $2M.
How have Vertex US Holdings, Inc. Dba Vertexone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertex US Holdings, Inc. Dba Vertexone's sponsor-wide assets grew 13.6%, from $33M to $38M.
Where does Vertexone 401(k) Plan rank by assets among Form 5500 filers? ▼
Vertexone 401(k) Plan ranks in the 81st 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 Vertexone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams Tank Lines 401(k) Plan in CA ($38M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Vertexone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linwood Center, Inc. 401(k) Profit Sharing Plan in MD (235 participants, $4M 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 263006422.

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.