5 Retirement Plan Firms Making the 2025 Inc. 5000

This year’s list of fastest-growing private companies includes mainstays Vestwell and Ubiquity along with IRALOGIX, Strongpoint Partners and Boldin

The 2025 Inc. 5000 list, representing the fastest-growing private companies in America, was released back in August, and featured a handful of companies familiar to those in the workplace retirement savings plan market.

“Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company’s tenacity and clarity of vision,” says Mike Hofman, editor-in-chief of Inc. “These businesses have thrived amid rising costs, shifting global dynamics, and constant change. They didn’t just weather the storm—they grew through it, and their stories are a powerful reminder that the entrepreneurial spirit is the engine of the U.S. economy.”

Companies on the 2025 Inc. 5000 list are ranked according to their percentage revenue growth over three years, from 2021 to 2024. To qualify, companies must be privately held, for-profit, based in the U.S., and independent (not subsidiaries or divisions of other companies) as of December 31, 2024.

Companies must have been founded and generating revenue by March 31, 2021. The minimum revenue requirement is $100,000 for 2021 and $2 million for 2024. All honorees must pass Inc.’s editorial review.

Here’s a closer look at five retirement plan-focused companies on this year’s list.

586. Vestwell

New York-based Vestwell is No. 586 on the 2025 Inc. 5000 list, marking its fourth consecutive year. With 707% 3-year growth, Vestwell supports 350,000+ employers, 1.5 million savers, and $35 billion+ in assets saved while powering nearly 40 state savings programs and covering 85% of all auto-IRAs.

“Earning a spot on the Inc. 5000 for the fourth year in a row reflects the incredible work our team is doing to power the future of savings for everyone, from entrepreneurs and restaurant workers to farmers, individuals living with disabilities, and those saving through government-led programs,” said Aaron Schumm, Founder and CEO of Vestwell. “We’re building the backbone of the modern savings economy: tech-driven, scalable solutions that meet people where they are and help them build financial security for life’s most important moments.”

Over the past year, Vestwell launched the industry’s most accessible multilingual savings platform, supporting 18 languages across saver, employer, and advisor experiences to eliminate language barriers and boost engagement among underserved workers. The company also introduced several new solutions, including Starter(k), a low-cost, automatic enrollment plan for first-time sponsors, and Emergency Savings Accounts (ESAs) to help employees build financial resilience.

As demand for modern savings infrastructure grows, Vestwell is scaling enterprise and national-reach programs while maintaining the flexibility required by today’s workforce. Recent partnerships include Group of Plans (GoP) with Wayne-Sanderson Farms for more than 2,000 family farmers, J.P. Morgan’s Everyday 401(k) and Solo(k), the Gateway 401(k) with Commonwealth for 2,200 affiliated advisors (now part of LPL Financial), John Hancock’s FutureStep, and the Secure Income Account (SIA) with TIAA, which enables guaranteed lifetime income within workplace plans.

SEE ALSO:
• Vestwell Partners with Amazon’s DSP Program to Deliver Retirement Services

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