401(k) · DOL Form 5500 · 2024

The Vertex Companies, LLC 401(k) Plan

Data updated 2026-08-11

$118M
Total assets
639
Participants
92nd
Percentile by assets
$184,245
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$118M
total plan assets (2024 EOY)
639
covered participants
92nd
percentile by assets (of 123,622 plans)
$184,245
avg assets per participant

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 →

State
Massachusetts
Industry
Professional & Technical Services

The Vertex Companies, LLC 401(k) Plan vs the 2024 asset distribution

By assets, The Vertex Companies, LLC 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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)

$60M$80M$100M$120M$140M 202220232024 $79.1M $118M ▲ +48.8%
Total plan assets by year, all The Vertex Companies, LLC plans on file
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

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…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…State Street Salary …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Vertex Companies, LLC 401(k) Plan by total assets, not by location.

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).

Next read for The Vertex Companies, LLC 401(k) Plan

Scale reading

Ways to act on The Vertex Companies, LLC 401(k) Plan's numbers.

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.