401(k) · DOL Form 5500 · 2024

Vortex Fresh Corp. 401(k) Plan

Data updated 2026-08-25

$64K
Total assets Small plan by assets: N/A
Participants Small participant base: 4th
Percentile by assets National rank

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Official DOL plan name: Vortex Fresh Corp. 401(k) Plan · Sponsored by Vortex Fresh Corp. · Texas · Other Services

$64K in assets, N/A participants

Vortex Fresh Corp.'s Vortex Fresh Corp. 401(k) Plan reported $64K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

#663 in Other Services (7,719 peers)

Vortex Fresh Corp. multi-year trail

Vortex Fresh Corp.'s plans moved -22.4% in assets from 2023 to 2024; this filing shows Vortex Fresh Corp. 401(k) Plan at $64K / N/A participants.

#663
in Other Services (7,719 peers): -22.4%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vortex Fresh Corp. 401(k) Plan among the smaller filed plans by assets

Vortex Fresh Corp. 401(k) Plan vs every filed plan by assets

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

$63,530 4th percentile higher than 4% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Vortex Fresh Corp. 401(k) Plan reported net income fell from $82K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
Vortex Fresh Corp. 401(k) Plan end-of-year assets fell from $82K in the plan year 2023 filing to $64K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 934721610 · Vortex Fresh Corp. PY 2024 · 401(k)

Vortex Fresh Corp. 401(k) Plan · $64K · N/A · 4th

IND $64K
IND N/A
IND 4th
IND 401(k)
IND near Northwest Receiving Storage an 401(k) Profit Sharing Plan & Trust
IND ind #663

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 Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Vortex Fresh Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vortex Fresh Corp. multi-year asset trail

Latest sponsor-wide plan assets: $64K 22.402315838331035% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	N/A	$82K
2024	1	N/A	$64K

Vortex Fresh Corp. filing trail (2024)

Total Assets (Beginning of Year)	$82K
Net Assets (End of Year)	$64K
Net Income	-$18K
Employer EIN	934721610
Plan Effective Date	2023-11-29
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Vortex Fresh Corp. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Vortex Fresh Corp. 401(k) Plan side-by-side with 3 peers →

Vortex Fresh Corp. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Texas, the nearest 401(k) by end-of-year assets is Northwest Receiving Storage an 401(k) Profit Sharing Plan & Trust in WA at $64K (this filing: $64K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64K here).

Northwest Receiving Storage an 401(k) Profit Sharing Plan & Trust (WA) $64K · 7
IV Spa, Inc. 401(k) Profit Sharing Plan (GA) $64K · 1
Brandy's Team Retirement Plan (NE) $64K · 2
Veracity Business Financing 401(k) Trust (VA) $63K · N/A

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 Fresh Corp. 401(k) Plan assets move in 2024? ▼

Vortex Fresh Corp. 401(k) Plan declined sharply - down 22.4% during 2024, from $82K to $64K. Reported net income was -$18K.

How have Vortex Fresh Corp. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Vortex Fresh Corp.'s sponsor-wide assets declined 22.4%, from $82K to $64K.

Where does Vortex Fresh Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼

Vortex Fresh Corp. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Vortex Fresh Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Northwest Receiving Storage an 401(k) Profit Sharing Plan & Trust in WA ($64K, 7 participants).

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 934721610.