401(k) · DOL Form 5500 · 2024

Vertex Education, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
260
Participants Below avg headcount
61st
Percentile by assets National rank
$49,588
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vertex Education, LLC 401(k) Plan · Sponsored by Vertex Education, LLC · Arizona · Educational Services

$13M in assets, 260 participants

Vertex Education, LLC's Vertex Education, LLC 401(k) Plan reported $13M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,603 in Educational Services (3,638 peers)

Coverage in Arizona

Vertex Education, LLC 401(k) Plan covers 260 participants in Arizona, about 46% of the average Arizona filer (state average ~564 per filing). Assets: $13M.

#1,603
in Educational Services (3,638 peers)
+50.3%
assets growth YoY

Vertex Education, LLC 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Vertex Education, LLC 401(k) Plan vs every filed plan by assets

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

$12,892,813 Top 39% higher than 61% 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

Vertex Education, 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. Vertex Education, LLC 401(k) Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vertex Education, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Vertex Education, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Vertex Education, LLC 401(k) Plan reported participants rose from 207 in the plan year 2023 filing to 260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 455589598 · Vertex Education, LLC PY 2024 · 401(k)

Vertex Education, LLC 401(k) Plan · $13M · 260 · 61st

  • BOY $13M
  • BOY 260
  • BOY 61st
  • BOY 401(k)
  • BOY near Toot'n Totum Food Stores 401(k) Plan
  • BOY ind #1603

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 Educational Services retirement plans → · Plans in Arizona →

Vertex Education, LLC 401(k) Plan in the asset neighbourhood

Vertex Education, LLC 401(k) PlanVertex Education, LLC 401(k)…$13MToot'n Totum Food Stores 401(k) PlanToot'n Totum Food Stores 401…$13MMike Castrucci Automotive Group 401(k) Profit Sharing PlanMike Castrucci Automotive Gr…$13MF & M Bancshares, Inc. Savings Incentive PlanF & M Bancshares, Inc. Savin…$13MBest Version Media$13M
End-of-year total assets ($M) among Vertex Education, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN455589598
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertex Education, LLC)

Sponsor-wide plan assets over time

All Vertex Education, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 87.14955038021972% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.89M $12.9M ▲ +87.1%
Year Plans Participants Total Assets
2022 1 186 $7M
2023 1 207 $9M
2024 1 260 $13M

Nearby 401(k) Plans in Arizona

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

Vertex Education, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Vertex Education, LLC 401(k) Plan, Total assets ($B): 0.012892813 · Participants: 260Vertex Education, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Vertex Education, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Vertex Education, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Toot'n Totum Food Stores 401(k) Plan in TX ($13M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Vertex Education, LLC 401(k) Plan assets move in 2024? ▼
Vertex Education, LLC 401(k) Plan surged - up 50.3% during 2024, from $9M to $13M. Reported net income was $3M.
How have Vertex Education, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vertex Education, LLC's sponsor-wide assets grew 87.1%, from $7M to $13M.
Which 401(k) plans are similar in size to Vertex Education, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Toot'n Totum Food Stores 401(k) Plan in TX ($13M, 1,107 participants).
Which 401(k) plans cover a similar participant headcount to Vertex Education, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M 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 455589598.

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.