Defined Benefit (Pension) · DOL Form 5500 · 2024

Vertex Energy, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
221
Participants Below avg headcount
46th
Percentile by assets National rank
$27,989
Avg per participant Low balance/head
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Official DOL plan name: Vertex Energy Cash Balance Plan · Sponsored by Vertex Energy, Inc. · Texas · Unclassified

$6M in assets, 221 participants

Vertex Energy, Inc.'s Vertex Energy Cash Balance Plan reported $6M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #31 in Unclassified (37 peers)

Coverage in Texas

Vertex Energy Cash Balance Plan covers 221 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#31
in Unclassified (37 peers)
+82.7%
assets growth YoY

Vertex Energy Cash Balance Plan's mid-pack asset rank among Unclassified and all filers

Vertex Energy Cash Balance Plan vs every filed plan by assets

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

$6,185,546 46th percentile higher than 46% 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

Vertex Energy Cash Balance 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. Vertex Energy Cash Balance Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vertex Energy Cash Balance Plan end-of-year assets rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Vertex Energy Cash Balance Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Vertex Energy Cash Balance Plan reported participants rose from 191 in the plan year 2023 filing to 221 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 384179507 · Vertex Energy, Inc. PY 2024 · Defined Benefit (Pension)

Vertex Energy Cash Balance Plan · $6M · 221 · 46th

  • NET $6M
  • BOOK 221
  • VS-ST 46th
  • BOY Defined Benefit (Pension)
  • SCH near Bart Wolfe Retirement Plan and Trust
  • EBSA ind #31

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 Unclassified retirement plans → · Plans in Texas →

Vertex Energy Cash Balance Plan in the asset neighbourhood

Vertex Energy Cash Balance PlanVertex Energy Cash Balance P…$6MBart Wolfe Retirement Plan and TrustBart Wolfe Retirement Plan a…$6MGlobal Tote US Pension Plan for Union EmployeesGlobal Tote US Pension Plan …$6MWestinghouse Pension Plan for Windsor BoilermakersWestinghouse Pension Plan fo…$6MAmerican Nickeloid Company Peru Employees' Pension PlanAmerican Nickeloid Company P…$6M
End-of-year total assets ($M) among Vertex Energy Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN384179507
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vertex Energy, Inc.)

Sponsor-wide plan assets over time

All Vertex Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 82.73411092118815% vs 2023
2024 filing year
$3M$4M$5M$6M$7M 20232024 $3.38M $6.19M ▲ +83.1%
Year Plans Participants Total Assets
2023 1 191 $3M
2024 1 221 $6M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Vertex Energy Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Vertex Energy Cash Balance Plan, Total assets ($B): 0.006185546 · Participants: 221Vertex Energy Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Vertex Energy Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Vertex Energy Cash Balance Plan side-by-side with 3 peers →

Vertex Energy Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bart Wolfe Retirement Plan and Trust in NY ($6M); by covered participants it is Pension Plan of Wayne Memorial Hospital, Inc. in NC (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Vertex Energy Cash Balance Plan assets move in 2024? ▼
Vertex Energy Cash Balance Plan surged - up 82.7% during 2024, from $3M to $6M. Reported net income was $3M.
How have Vertex Energy, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Vertex Energy, Inc.'s sponsor-wide assets grew 82.7%, from $3M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Vertex Energy Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bart Wolfe Retirement Plan and Trust in NY ($6M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vertex Energy Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Wayne Memorial Hospital, Inc. in NC (221 participants, $127M 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 384179507.

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.