401(k) · DOL Form 5500 · 2024
I3 Verticals Management Services,Inc. 401(k) Plan
Data updated 2026-08-11
- $67M
- Total assets
- 1,285
- Participants
- 87th
- Percentile by assets
- $52,478
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $67M
- total plan assets (2024 EOY)
- 1,285
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $52,478
- avg assets per participant
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.
Where I3 Verticals Management Services, Inc. 401(k) Plan sits 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
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.
I3 Verticals Management Services, Inc. 401(k) Plan vs the 2024 asset distribution
By assets, I3 Verticals Management Services, Inc. 401(k) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
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.)
| 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.
I3 Verticals Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to I3 Verticals Management Services, Inc. 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on I3 Verticals Management Services, Inc. 401(k) Plan's numbers.
- By total assets, I3 Verticals Management Services, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- I3 Verticals Management Services,Inc.'s sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans