401(k) · DOL Form 5500 · 2024

Vortex Industries, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
731
Participants Near avg headcount
81st
Percentile by assets National rank
$51,274
Avg per participant Low balance/head
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Official DOL plan name: Vortex Employees 401(k) Plan · Sponsored by Vortex Industries, LLC · California · Construction

$37M in assets, 731 participants

Vortex Industries, LLC's Vortex Employees 401(k) Plan reported $37M in total assets and 731 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.

  • #7,145 in Construction (9,039 peers)

Where Vortex Employees 401(k) Plan sits by assets

Vortex Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 731 participants (~$51,274/participant), up 22.5% in 2024.

#7,145
in Construction (9,039 peers)
+22.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Vortex Employees 401(k) Plan vs every filed plan by assets

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

$37,481,587 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

Vortex Employees 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 Employees 401(k) Plan sits mid-pack in the medium band (731 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vortex Employees 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Vortex Employees 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Vortex Employees 401(k) Plan reported participants rose from 635 in the plan year 2023 filing to 731 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952761304 · Vortex Industries, LLC PY 2024 · 401(k)

Vortex Employees 401(k) Plan · $37M · 731 · 81st

  • EOY $37M
  • 5500 731
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Residential Management Group, LLC 401(k) Retirement Savings Plan
  • RANK ind #7145

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 California →

Vortex Employees 401(k) Plan in the asset neighbourhood

First Community Credit Union 401(k) Retirement PlanFirst Community Credit Union…$37MSimplify Compliance 401(k) PlanSimplify Compliance 401(k) P…$37MThe Neenan Company 401(k) Profit Sharing PlanThe Neenan Company 401(k) Pr…$37MVortex Employees 401(k) Plan$37MResidential Management Group, LLC 401(k) Retirement Savings PlanResidential Management Group…$37M
End-of-year total assets ($M) among Vortex Employees 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)$31M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN952761304
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vortex Industries, LLC)

Sponsor-wide plan assets over time

All Vortex Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 48.747216911763104% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $37.5M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 581 $25M
2023 1 635 $31M
2024 1 731 $37M

Nearby 401(k) Plans in California

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

Vortex Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Vortex Employees 401(k) Plan, Total assets ($B): 0.037481587 · Participants: 731Vortex Employees 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Vortex Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vortex Employees 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Residential Management Group, LLC 401(k) Retirement Savings Plan in NY ($37M); by covered participants it is Wynright 401(k) Plan and Trust in IN (731 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (731 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 Vortex Employees 401(k) Plan assets move in 2024? ▼
Vortex Employees 401(k) Plan grew sharply - up 22.5% during 2024, from $31M to $37M. Reported net income was $7M.
How have Vortex Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vortex Industries, LLC's sponsor-wide assets grew 48.7%, from $25M to $37M.
Where does Vortex Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Vortex Employees 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 Vortex Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Residential Management Group, LLC 401(k) Retirement Savings Plan in NY ($37M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Vortex Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wynright 401(k) Plan and Trust in IN (731 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 952761304.

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.