401(k) · DOL Form 5500 · 2024
I3 Verticals Management Services,Inc. 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,285
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $52,478
- Avg per participant Low balance/head
Official DOL plan name: I3 Verticals Management Services, Inc. 401(k) Plan · Sponsored by I3 Verticals Management Services,Inc. · Tennessee · Professional & Technical Services
$67M in assets, 1,285 participants
I3 Verticals Management Services,Inc.'s I3 Verticals Management Services, Inc. 401(k) Plan reported $67M in total assets and 1,285 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #17,801 in Professional & Technical Services (20,173 peers)
Where I3 Verticals Management Services, Inc. 401(k) Plan sits by assets
I3 Verticals Management Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 1,285 participants (~$52,478/participant), down 9.5% in 2024.
- #17,801
- in Professional & Technical Services (20,173 peers)
- -9.5%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
I3 Verticals Management Services, Inc. 401(k) Plan's outsized position by total assets
I3 Verticals Management Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,433,920 Top 13% higher than 87% 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
I3 Verticals Management Services, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I3 Verticals Management Services, Inc. 401(k) Plan lands in the large band (1,285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- I3 Verticals Management Services, Inc. 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- I3 Verticals Management Services, Inc. 401(k) Plan reported participants fell from 1,477 in the plan year 2023 filing to 1,285 in the plan year 2024 filing.
- I3 Verticals Management Services, Inc. 401(k) Plan end-of-year assets fell from $75M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 300847828 · I3 Verticals Management Services,Inc. PY 2024 · 401(k)
I3 Verticals Management Services, Inc. 401(k) Plan · $67M · 1,285 · 87th
- 5500 $67M
- 5500 1,285
- 5500 87th
- 5500 401(k)
- 5500 near Re/Spec Inc. Employee 401(k) Retirement Plan
- 5500 ind #17801
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 Tennessee →
I3 Verticals Management Services, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$7M |
| Employer EIN | 300847828 |
| Plan Effective Date | 2015-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (I3 Verticals Management Services,Inc.)
Sponsor-wide plan assets over time
All I3 Verticals Management Services,Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 21.336904169984432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,517 | $56M |
| 2023 | 1 | 1,477 | $75M |
| 2024 | 1 | 1,285 | $67M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
I3 Verticals Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Re/Spec Inc. Employee 401(k) Retirement Plan in SD ($67M); by covered participants it is W.W. Wood Products, Inc. 401(k) Plan in MO (1,285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,285 participants); asset peers above are excluded.
- W.W. Wood Products, Inc. 401(k) Plan (MO) 1,285 · 0 off
- Dynamic Manufacturing, Inc. 401(k) Savings Plan (IL) 1,285 · 0 off
- Brundage-Bone Concrete Pumping 401(k) Retirement Savings Plan (CO) 1,285 · 0 off
- Choice Health at Home 401(k) Plan (TX) 1,285 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.