401(k) · DOL Form 5500 · 2024

The Vertex Companies, LLC 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
639
Participants Below avg headcount
92nd
Percentile by assets National rank
$184,245
Avg per participant Above avg balance/head
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Official DOL plan name: The Vertex Companies, LLC 401(k) Plan · Sponsored by The Vertex Companies, LLC · Massachusetts · Professional & Technical Services

$118M in assets, 639 participants

The Vertex Companies, LLC's The Vertex Companies, LLC 401(k) Plan reported $118M in total assets and 639 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,697 in Professional & Technical Services (20,173 peers)

Where The Vertex Companies, LLC 401(k) Plan sits by assets

The Vertex Companies, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $118M for 639 participants (~$184,245/participant), up 15.4% in 2024.

#18,697
in Professional & Technical Services (20,173 peers)
+15.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Vertex Companies, LLC 401(k) Plan's outsized position by total assets

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

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

$117,732,635 Top 8% higher than 92% 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

The Vertex 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. The Vertex Companies, LLC 401(k) Plan sits mid-pack in the medium band (639 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Vertex Companies, LLC 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • The Vertex Companies, LLC 401(k) Plan end-of-year assets rose from $102M in the plan year 2023 filing to $118M in the plan year 2024 filing.
  • The Vertex Companies, LLC 401(k) Plan reported participants fell from 648 in the plan year 2023 filing to 639 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203724403 · The Vertex Companies, LLC PY 2024 · 401(k)

The Vertex Companies, LLC 401(k) Plan · $118M · 639 · 92nd

  • PCT $118M
  • PCT 639
  • PCT 92nd
  • PCT 401(k)
  • PCT near Iwco Retirement Savings Plan
  • PCT ind #18697

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 Massachusetts →

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

Tory Burch, LLC 401(k) Plan$118MIwco Retirement Savings Plan$118MThe Vertex Companies, LLC 401(k) PlanThe Vertex Companies, LLC 40…$118MJoint Industry Board Employees' 401(k) PlanJoint Industry Board Employe…$118MAnesthesia Services, P.a. 401(k) Profit Sharing PlanAnesthesia Services, P.a. 40…$118M
End-of-year total assets ($M) among The Vertex Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$118M
Net Income$16M
Employer EIN203724403
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Vertex Companies, LLC)

Sponsor-wide plan assets over time

All The Vertex Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 48.803450120298955% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $79.1M $118M ▲ +48.8%
Year Plans Participants Total Assets
2022 2 976 $79M
2023 1 648 $102M
2024 1 639 $118M

Nearby 401(k) Plans in Massachusetts

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

The Vertex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Vertex Companies, LLC 401(k) Plan, Total assets ($B): 0.117732635 · Participants: 639The Vertex Companies, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Vertex Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Vertex Companies, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Iwco Retirement Savings Plan in MN ($118M); by covered participants it is Sprague Retirement Plan in NH (639 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (639 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 The Vertex Companies, LLC 401(k) Plan assets move in 2024? ▼
The Vertex Companies, LLC 401(k) Plan grew sharply - up 15.4% during 2024, from $102M to $118M. Reported net income was $16M.
How have The Vertex Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vertex Companies, LLC's sponsor-wide assets grew 48.8%, from $79M to $118M.
Where does The Vertex Companies, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Vertex Companies, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Vertex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iwco Retirement Savings Plan in MN ($118M, 1,006 participants).
Which 401(k) plans cover a similar participant headcount to The Vertex Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sprague Retirement Plan in NH (639 participants, N/A 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 203724403.

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.