401(k) · DOL Form 5500 · 2024
Vestmark, Inc 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $152,725
- Avg per participant Above avg balance/head
Official DOL plan name: Vestmark, Inc 401(k) Plan · Sponsored by Vestmark, Inc · Massachusetts · Professional & Technical Services
$60M in assets, 395 participants
Vestmark, Inc's Vestmark, Inc 401(k) Plan reported $60M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,560 in Professional & Technical Services (20,173 peers)
Where Vestmark, Inc 401(k) Plan sits by assets
Vestmark, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 395 participants (~$152,725/participant), up 13.2% in 2024.
- #17,560
- in Professional & Technical Services (20,173 peers)
- +13.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Vestmark, Inc 401(k) Plan's outsized position by total assets
Vestmark, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,326,281 Top 14% higher than 86% 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
Vestmark, Inc 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. Vestmark, Inc 401(k) Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vestmark, Inc 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Vestmark, Inc 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Vestmark, Inc 401(k) Plan reported participants fell from 401 in the plan year 2023 filing to 395 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043556518 · Vestmark, Inc PY 2024 · 401(k)
Vestmark, Inc 401(k) Plan · $60M · 395 · 86th
- PHOTO $60M
- IND 395
- EOY 86th
- 5500 401(k)
- ASSETS near United Federation of Teachers and Uft Welfare Fund 401(k) Plan
- PCT ind #17560
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 →
Vestmark, Inc 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $7M |
| Employer EIN | 043556518 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vestmark, Inc)
Sponsor-wide plan assets over time
All Vestmark, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 42.19360821423894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 412 | $42M |
| 2023 | 1 | 401 | $53M |
| 2024 | 1 | 395 | $60M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Vestmark, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is United Federation of Teachers and Uft Welfare Fund 401(k) Plan in NY ($60M); by covered participants it is James a. Scott & Son, Inc. Retirement Savings Plan in VA (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- United Federation of Teachers and Uft Welfare Fund 401(k) Plan (NY) $60M · 491
- Fcc Associates' Retirement Plan (IN) $60M · 1,099
- Piedmont 401(k) Plan (GA) $60M · 150
- N-Ask, Inc. 401(k) Plan (VA) $60M · 106
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- James a. Scott & Son, Inc. Retirement Savings Plan (VA) 395 · 0 off
- Degreed, Inc. 401(k) Plan (CA) 395 · 0 off
- Star of the West Savings and Protection Plan (MI) 395 · 0 off
- Carson Wealth Management Group 401(k) Profit Sharing Plan (IL) 395 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.