Civic Intelligence

Vertex Inc

Plan context: Vertex Inc. 401K Plan

EIN 23-2081753 • Berwyn, PA • 130 filings • 16 plans

1041 Old Cassatt RoadBerwyn, PA 19312
Current Snapshot

Latest Year

2024

2024 Participants

1,458

2024 Assets

$445,157,458

2024 Contributions

$40,767,986

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$445,157,458$222,578,729$0199920122024YearValue
$445,157,458Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,4587290199920122024YearValue
1,458Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202431,458$445,157,458$40,767,986$27,962iApproximate average salary by contribution assumption: employee only about $699,040 at 4% or $466,026 at 6%; with 50% employer match about $466,026 at 4% or $310,684 at 6%; with 100% employer match about $349,520 at 4% or $233,013 at 6%.
Vertex Inc. 401K Plan-1,458$445,157,458$40,767,986$27,962iApproximate average salary by contribution assumption: employee only about $699,040 at 4% or $466,026 at 6%; with 50% employer match about $466,026 at 4% or $310,684 at 6%; with 100% employer match about $349,520 at 4% or $233,013 at 6%.
Vertex Inc. Severance Plan-1,450---
Vertex Inc. Health & Welfare Plan-1,433---
202331,362$376,393,402$32,195,877$23,639iApproximate average salary by contribution assumption: employee only about $590,967 at 4% or $393,978 at 6%; with 50% employer match about $393,978 at 4% or $262,652 at 6%; with 100% employer match about $295,483 at 4% or $196,989 at 6%.
Vertex Inc. 401K Plan-1,362$376,393,402$32,195,877$23,639iApproximate average salary by contribution assumption: employee only about $590,967 at 4% or $393,978 at 6%; with 50% employer match about $393,978 at 4% or $262,652 at 6%; with 100% employer match about $295,483 at 4% or $196,989 at 6%.
Vertex Inc. Health & Welfare Plan-1,333---
Vertex Inc. Severance Plan-1,336---
202231,299$318,762,500$30,579,619$23,541iApproximate average salary by contribution assumption: employee only about $588,522 at 4% or $392,348 at 6%; with 50% employer match about $392,348 at 4% or $261,565 at 6%; with 100% employer match about $294,261 at 4% or $196,174 at 6%.
Vertex Inc. 401K Plan-1,299$318,762,500$30,579,619$23,541iApproximate average salary by contribution assumption: employee only about $588,522 at 4% or $392,348 at 6%; with 50% employer match about $392,348 at 4% or $261,565 at 6%; with 100% employer match about $294,261 at 4% or $196,174 at 6%.
Vertex Inc. Severance Plan-1,290---
Vertex Inc. Health & Welfare Plan-1,263---
202131,181$371,228,125$25,228,943$21,362iApproximate average salary by contribution assumption: employee only about $534,059 at 4% or $356,039 at 6%; with 50% employer match about $356,039 at 4% or $237,360 at 6%; with 100% employer match about $267,029 at 4% or $178,020 at 6%.
Vertex Inc. 401K Plan-1,181$371,228,125$25,228,943$21,362iApproximate average salary by contribution assumption: employee only about $534,059 at 4% or $356,039 at 6%; with 50% employer match about $356,039 at 4% or $237,360 at 6%; with 100% employer match about $267,029 at 4% or $178,020 at 6%.
Vertex Inc. Severance Plan-1,176---
Vertex Inc. Health & Welfare Plan-1,177---
202031,174$337,406,248$25,592,618$21,800iApproximate average salary by contribution assumption: employee only about $544,988 at 4% or $363,325 at 6%; with 50% employer match about $363,325 at 4% or $242,217 at 6%; with 100% employer match about $272,494 at 4% or $181,663 at 6%.
Vertex Inc. 401K Plan-1,174$337,406,248$25,592,618$21,800iApproximate average salary by contribution assumption: employee only about $544,988 at 4% or $363,325 at 6%; with 50% employer match about $363,325 at 4% or $242,217 at 6%; with 100% employer match about $272,494 at 4% or $181,663 at 6%.
Vertex Inc. Severance Plan-1,149---
Vertex Inc. Health & Welfare Plan-1,137---
201931,111$276,870,895$19,512,211$17,563iApproximate average salary by contribution assumption: employee only about $439,069 at 4% or $292,712 at 6%; with 50% employer match about $292,712 at 4% or $195,142 at 6%; with 100% employer match about $219,534 at 4% or $146,356 at 6%.
Vertex Inc. 401K Plan-1,111$276,870,895$19,512,211$17,563iApproximate average salary by contribution assumption: employee only about $439,069 at 4% or $292,712 at 6%; with 50% employer match about $292,712 at 4% or $195,142 at 6%; with 100% employer match about $219,534 at 4% or $146,356 at 6%.
Vertex Inc. Severance Plan-1,083---
Vertex Inc. Health & Welfare Plan-952---
20183956$226,829,807$17,553,421$18,361iApproximate average salary by contribution assumption: employee only about $459,033 at 4% or $306,022 at 6%; with 50% employer match about $306,022 at 4% or $204,015 at 6%; with 100% employer match about $229,516 at 4% or $153,011 at 6%.
Vertex Inc. 401K Plan-956$226,829,807$17,553,421$18,361iApproximate average salary by contribution assumption: employee only about $459,033 at 4% or $306,022 at 6%; with 50% employer match about $306,022 at 4% or $204,015 at 6%; with 100% employer match about $229,516 at 4% or $153,011 at 6%.
Vertex Inc. Health & Welfare Plan-939---
Vertex Inc. Severance Plan-944---
20173883$235,798,245$15,251,821$17,273iApproximate average salary by contribution assumption: employee only about $431,818 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,939 at 6%.
Vertex Inc. 401K Plan-883$235,798,245$15,251,821$17,273iApproximate average salary by contribution assumption: employee only about $431,818 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,939 at 6%.
Vertex Inc. Severance Plan-872---
Vertex Inc. Health & Welfare Plan-852---
20166849$196,086,509$14,617,161$17,217iApproximate average salary by contribution assumption: employee only about $430,423 at 4% or $286,949 at 6%; with 50% employer match about $286,949 at 4% or $191,299 at 6%; with 100% employer match about $215,211 at 4% or $143,474 at 6%.
Vertex Inc. 401K Plan-849$196,086,509$14,617,161$17,217iApproximate average salary by contribution assumption: employee only about $430,423 at 4% or $286,949 at 6%; with 50% employer match about $286,949 at 4% or $191,299 at 6%; with 100% employer match about $215,211 at 4% or $143,474 at 6%.
Vertex Inc. Delta Dental of Pennsylvania-0---
Vertex Inc. Severance Plan-827---
Vertex Inc. Long Term Disability Plan-0---
Vertex Inc. Group Health Plan-0---
Vertex Inc. Section 125 Flexible Spending Account Plan-0---
20156893$174,642,053$14,356,119$16,076iApproximate average salary by contribution assumption: employee only about $401,907 at 4% or $267,938 at 6%; with 50% employer match about $267,938 at 4% or $178,625 at 6%; with 100% employer match about $200,954 at 4% or $133,969 at 6%.
Vertex Inc. 401K Plan-893$174,642,053$14,356,119$16,076iApproximate average salary by contribution assumption: employee only about $401,907 at 4% or $267,938 at 6%; with 50% employer match about $267,938 at 4% or $178,625 at 6%; with 100% employer match about $200,954 at 4% or $133,969 at 6%.
Vertex Inc. Section 125 Flexible Spending Account Plan-240---
Vertex Inc. Group Health Plan-737---
Vertex Inc. Long Term Disability Plan-847---
Vertex Inc. Delta Dental of Pennsylvania-764---
Vertex Inc. Severance Plan-857---
20146870$167,080,567$13,683,565$15,728iApproximate average salary by contribution assumption: employee only about $393,206 at 4% or $262,137 at 6%; with 50% employer match about $262,137 at 4% or $174,758 at 6%; with 100% employer match about $196,603 at 4% or $131,069 at 6%.
Vertex Inc. 401K Plan-870$167,080,567$13,683,565$15,728iApproximate average salary by contribution assumption: employee only about $393,206 at 4% or $262,137 at 6%; with 50% employer match about $262,137 at 4% or $174,758 at 6%; with 100% employer match about $196,603 at 4% or $131,069 at 6%.
Vertex Inc. Section 125 Flexible Spending Account Plan-238---
Vertex Inc. Group Health Plan-751---
Vertex Inc. Long Term Disability Plan-849---
Vertex Inc. Delta Dental of Pennsylvania-777---
Vertex Inc. Severance Plan-847---
20136859$147,213,120$11,844,619$13,789iApproximate average salary by contribution assumption: employee only about $344,721 at 4% or $229,814 at 6%; with 50% employer match about $229,814 at 4% or $153,209 at 6%; with 100% employer match about $172,361 at 4% or $114,907 at 6%.
Vertex Inc. 401K Plan-819$147,213,120$11,844,619$14,462iApproximate average salary by contribution assumption: employee only about $361,557 at 4% or $241,038 at 6%; with 50% employer match about $241,038 at 4% or $160,692 at 6%; with 100% employer match about $180,779 at 4% or $120,519 at 6%.
Vertex Inc. Severance Plan-798---
Vertex Inc. Delta Dental of Pennsylvania-859---
Vertex Inc. Group Health Plan-701---
Vertex Inc. Section 125 Flexible Spending Account Plan-208---
Vertex Inc. Long Term Disability Plan-792---
20126795$112,974,349$10,551,983$13,273iApproximate average salary by contribution assumption: employee only about $331,823 at 4% or $221,216 at 6%; with 50% employer match about $221,216 at 4% or $147,477 at 6%; with 100% employer match about $165,912 at 4% or $110,608 at 6%.
Vertex Inc. 401K Plan-794$112,974,349$10,551,983$13,290iApproximate average salary by contribution assumption: employee only about $332,241 at 4% or $221,494 at 6%; with 50% employer match about $221,494 at 4% or $147,663 at 6%; with 100% employer match about $166,121 at 4% or $110,747 at 6%.
Vertex Inc. Section 125 Flexible Spending Account Plan-224---
Vertex Inc. Group Health Plan-676---
Vertex Inc. Long Term Disability Plan-755---
Vertex Inc. Delta Dental of Pennsylvania-795---
Vertex Inc. Severance Plan-764---
20116734$93,878,346$10,053,742$13,697iApproximate average salary by contribution assumption: employee only about $342,430 at 4% or $228,287 at 6%; with 50% employer match about $228,287 at 4% or $152,191 at 6%; with 100% employer match about $171,215 at 4% or $114,143 at 6%.
Vertex Inc. 401K Plan-734$93,878,346$10,053,742$13,697iApproximate average salary by contribution assumption: employee only about $342,430 at 4% or $228,287 at 6%; with 50% employer match about $228,287 at 4% or $152,191 at 6%; with 100% employer match about $171,215 at 4% or $114,143 at 6%.
Vertex Inc. Long Term Disability Plan-708---
Vertex Inc. Severance Plan-708---
Vertex Inc. Delta Dental of Pennsylvania-654---
Vertex Inc. Group Health Plan-630---
Vertex Inc. Section 125 Flexible Spending Account Plan-250---
20106665$87,302,980$8,587,449$12,913iApproximate average salary by contribution assumption: employee only about $322,836 at 4% or $215,224 at 6%; with 50% employer match about $215,224 at 4% or $143,483 at 6%; with 100% employer match about $161,418 at 4% or $107,612 at 6%.
Vertex Inc. 401K Plan-664$87,302,980$8,587,449$12,933iApproximate average salary by contribution assumption: employee only about $323,323 at 4% or $215,548 at 6%; with 50% employer match about $215,548 at 4% or $143,699 at 6%; with 100% employer match about $161,661 at 4% or $107,774 at 6%.
Vertex Inc. Severance Plan-665---
Vertex Inc. Delta Dental of Pennsylvania-611---
Vertex Inc. Section 125 Flexible Spending Account Plan-222---
Vertex Inc. Long Term Disability Plan-665---
Vertex Inc. Group Health Plan-593---
20097657$71,978,446$8,194,247$12,472iApproximate average salary by contribution assumption: employee only about $311,805 at 4% or $207,870 at 6%; with 50% employer match about $207,870 at 4% or $138,580 at 6%; with 100% employer match about $155,903 at 4% or $103,935 at 6%.
Vertex Inc. 401K Plan-657$71,978,446$8,194,247$12,472iApproximate average salary by contribution assumption: employee only about $311,805 at 4% or $207,870 at 6%; with 50% employer match about $207,870 at 4% or $138,580 at 6%; with 100% employer match about $155,903 at 4% or $103,935 at 6%.
Vertex Inc. Delta Dental of Pennsylvania-593---
Vertex Inc. Long Term Disability Plan-635---
Vertex Inc. Section 125 Flexible Spending Account Plan-207---
Vertex Inc. Group Health Plan-583---
Vertex Inc. Severance Plan-641---
VERTEX, INC. DEFINED CONTRIBUTION PLAN-0---
20087631$53,080,030$7,695,125$12,195iApproximate average salary by contribution assumption: employee only about $304,878 at 4% or $203,252 at 6%; with 50% employer match about $203,252 at 4% or $135,501 at 6%; with 100% employer match about $152,439 at 4% or $101,626 at 6%.
Vertex Inc. 401K Plan-594$42,286,950$6,120,397$10,304iApproximate average salary by contribution assumption: employee only about $257,592 at 4% or $171,728 at 6%; with 50% employer match about $171,728 at 4% or $114,486 at 6%; with 100% employer match about $128,796 at 4% or $85,864 at 6%.
VERTEX, INC. DEFINED CONTRIBUTION PLAN-540$10,793,080$1,574,728$2,916iApproximate average salary by contribution assumption: employee only about $72,904 at 4% or $48,603 at 6%; with 50% employer match about $48,603 at 4% or $32,402 at 6%; with 100% employer match about $36,452 at 4% or $24,301 at 6%.
Vertex Inc. Section 125 Flexible Spending Account Plan-154---
Vertex Inc. Group Health Plan-576---
Vertex Inc. Long Term Disability Plan-631---
Vertex Inc. Delta Dental of Pennsylvania-603---
Vertex Inc. Severance Plan-631---
20077600$67,499,837$7,644,521$12,741iApproximate average salary by contribution assumption: employee only about $318,522 at 4% or $212,348 at 6%; with 50% employer match about $212,348 at 4% or $141,565 at 6%; with 100% employer match about $159,261 at 4% or $106,174 at 6%.
Vertex Inc. 401K Plan-547$54,668,708$6,235,411$11,399iApproximate average salary by contribution assumption: employee only about $284,982 at 4% or $189,988 at 6%; with 50% employer match about $189,988 at 4% or $126,659 at 6%; with 100% employer match about $142,491 at 4% or $94,994 at 6%.
VERTEX, INC. DEFINED CONTRIBUTION PLAN-502$12,831,129$1,409,110$2,807iApproximate average salary by contribution assumption: employee only about $70,175 at 4% or $46,783 at 6%; with 50% employer match about $46,783 at 4% or $31,189 at 6%; with 100% employer match about $35,087 at 4% or $23,392 at 6%.
Vertex Inc. Section 125 Flexible Spending Account Plan-174---
Vertex Inc. Severance Plan-600---
Vertex Inc. Long Term Disability Plan-593---
Vertex Inc. Delta Dental of Pennsylvania-567---
Vertex Inc. Group Health Plan-526---
20066597$60,118,056$7,427,471$12,441iApproximate average salary by contribution assumption: employee only about $311,033 at 4% or $207,355 at 6%; with 50% employer match about $207,355 at 4% or $138,237 at 6%; with 100% employer match about $155,517 at 4% or $103,678 at 6%.
Vertex Inc. 401K Plan-524$48,785,414$6,070,746$11,585iApproximate average salary by contribution assumption: employee only about $289,635 at 4% or $193,090 at 6%; with 50% employer match about $193,090 at 4% or $128,727 at 6%; with 100% employer match about $144,817 at 4% or $96,545 at 6%.
VERTEX, INC. DEFINED CONTRIBUTION PLAN-487$11,332,642$1,356,725$2,786iApproximate average salary by contribution assumption: employee only about $69,647 at 4% or $46,431 at 6%; with 50% employer match about $46,431 at 4% or $30,954 at 6%; with 100% employer match about $34,824 at 4% or $23,216 at 6%.
Vertex Inc. Delta Dental of Pennsylvania-526---
Vertex Inc. Long Term Disability Plan-597---
Vertex Inc. Group Health Plan-526---
Vertex Inc. Section 125 Flexible Spending Account Plan-137---
20056621$50,852,945$7,024,177$11,311iApproximate average salary by contribution assumption: employee only about $282,777 at 4% or $188,518 at 6%; with 50% employer match about $188,518 at 4% or $125,679 at 6%; with 100% employer match about $141,388 at 4% or $94,259 at 6%.
Vertex Inc. 401K Plan-571$41,160,803$5,651,546$9,898iApproximate average salary by contribution assumption: employee only about $247,441 at 4% or $164,960 at 6%; with 50% employer match about $164,960 at 4% or $109,974 at 6%; with 100% employer match about $123,720 at 4% or $82,480 at 6%.
VERTEX INC. DEFINED CONTRIBUTION PLAN-514$9,692,142$1,372,631$2,670iApproximate average salary by contribution assumption: employee only about $66,762 at 4% or $44,508 at 6%; with 50% employer match about $44,508 at 4% or $29,672 at 6%; with 100% employer match about $33,381 at 4% or $22,254 at 6%.
Vertex Inc. Section 125 Flexible Spending Account Plan-219---
Vertex Inc. Long Term Disability Plan-621---
Vertex Inc. Delta Dental of Pennsylvania-591---
Vertex Inc. Group Health Plan-585---
20046571$42,813,416$6,380,188$11,174iApproximate average salary by contribution assumption: employee only about $279,343 at 4% or $186,228 at 6%; with 50% employer match about $186,228 at 4% or $124,152 at 6%; with 100% employer match about $139,671 at 4% or $93,114 at 6%.
Vertex Inc. 401K Plan-571$34,768,886$5,149,170$9,018iApproximate average salary by contribution assumption: employee only about $225,445 at 4% or $150,297 at 6%; with 50% employer match about $150,297 at 4% or $100,198 at 6%; with 100% employer match about $112,723 at 4% or $75,148 at 6%.
VERTEX INC. DEFINED CONTRIBUTION PLAN-529$8,044,530$1,231,018$2,327iApproximate average salary by contribution assumption: employee only about $58,177 at 4% or $38,784 at 6%; with 50% employer match about $38,784 at 4% or $25,856 at 6%; with 100% employer match about $29,088 at 4% or $19,392 at 6%.
Vertex Inc. Delta Dental of Pennsylvania-535---
Vertex Inc. Long Term Disability Plan-566---
Vertex Inc. Group Health Plan-527---
Vertex Inc. Section 125 Flexible Spending Account Plan-206---
20036622$36,368,319$6,132,313$9,859iApproximate average salary by contribution assumption: employee only about $246,476 at 4% or $164,317 at 6%; with 50% employer match about $164,317 at 4% or $109,545 at 6%; with 100% employer match about $123,238 at 4% or $82,159 at 6%.
Vertex Inc. 401K Plan-622$29,086,739$4,796,218$7,711iApproximate average salary by contribution assumption: employee only about $192,774 at 4% or $128,516 at 6%; with 50% employer match about $128,516 at 4% or $85,677 at 6%; with 100% employer match about $96,387 at 4% or $64,258 at 6%.
VERTEX INC. DEFINED CONTRIBUTION PLAN-556$7,281,580$1,336,095$2,403iApproximate average salary by contribution assumption: employee only about $60,076 at 4% or $40,051 at 6%; with 50% employer match about $40,051 at 4% or $26,701 at 6%; with 100% employer match about $30,038 at 4% or $20,025 at 6%.
Vertex Inc. Long Term Disability Plan-599---
Vertex Inc. Group Health Plan-586---
Vertex Inc. Delta Dental of Pennsylvania-593---
Vertex Inc. Section 125 Flexible Spending Account Plan-126---
20025761$26,467,627$6,941,918$9,122iApproximate average salary by contribution assumption: employee only about $228,052 at 4% or $152,035 at 6%; with 50% employer match about $152,035 at 4% or $101,357 at 6%; with 100% employer match about $114,026 at 4% or $76,017 at 6%.
Vertex Inc. 401K Plan-699$20,828,806$5,843,345$8,360iApproximate average salary by contribution assumption: employee only about $208,989 at 4% or $139,326 at 6%; with 50% employer match about $139,326 at 4% or $92,884 at 6%; with 100% employer match about $104,495 at 4% or $69,663 at 6%.
VERTEX INC. DEFINED CONTRIBUTION PLAN-620$5,638,821$1,098,573$1,772iApproximate average salary by contribution assumption: employee only about $44,297 at 4% or $29,532 at 6%; with 50% employer match about $29,532 at 4% or $19,688 at 6%; with 100% employer match about $22,149 at 4% or $14,766 at 6%.
Vertex Inc. Long Term Disability Plan-761---
Vertex Inc. Delta Dental of Pennsylvania-642---
Vertex Inc. Group Health Plan-442---
20017488$23,407,847$8,540,263$17,501iApproximate average salary by contribution assumption: employee only about $437,513 at 4% or $291,676 at 6%; with 50% employer match about $291,676 at 4% or $194,450 at 6%; with 100% employer match about $218,757 at 4% or $145,838 at 6%.
Vertex Inc. Group Health Plan-429---
Vertex Inc. Health & Welfare Plan-0---
Vertex Inc. Delta Dental of Pennsylvania-444---
Vertex Inc. Defined Benefit Plan-0---
20005424$15,537,463$3,244,029$7,651iApproximate average salary by contribution assumption: employee only about $191,275 at 4% or $127,517 at 6%; with 50% employer match about $127,517 at 4% or $85,011 at 6%; with 100% employer match about $95,638 at 4% or $63,758 at 6%.
19992366$16,374,608$3,356,004$9,169iApproximate average salary by contribution assumption: employee only about $229,235 at 4% or $152,823 at 6%; with 50% employer match about $152,823 at 4% or $101,882 at 6%; with 100% employer match about $114,618 at 4% or $76,412 at 6%.