Other · DOL Form 5500 · 2022

Versiti, Inc. Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
509
Participants Below avg headcount
92nd
Percentile by assets National rank
$166,750
Avg per participant Above avg balance/head
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Official DOL plan name: Versiti 403(b) Retirement Plan · Sponsored by Versiti, Inc. · Wisconsin · Healthcare & Social Assistance

$85M in assets, 509 participants

Versiti, Inc.'s Versiti 403(b) Retirement Plan reported $85M in total assets and 509 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,642 in Healthcare & Social Assistance (20,060 peers)

Where Versiti 403(b) Retirement Plan sits by assets

Versiti 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 509 participants (~$166,750/participant), down 21.1% in 2022.

#18,642
in Healthcare & Social Assistance (20,060 peers)
-21.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Versiti 403(b) Retirement Plan's outsized position by total assets

Versiti 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$84,875,671 Top 8% higher than 92% of 139,123 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 2022

Versiti 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Versiti 403(b) Retirement Plan sits mid-pack in the medium band (509 participants).

DOL schedule card

Filing strip 454675354 · Versiti, Inc. PY 2022 · Other

Versiti 403(b) Retirement Plan · $85M · 509 · 92nd

  • IND $85M
  • EOY 509
  • 5500 92nd
  • ASSETS Other
  • PCT near Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan
  • EIN ind #18642

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Versiti 403(b) Retirement Plan in the asset neighbourhood

American Society of Mechanical Engineers Thrift Savings PlanAmerican Society of Mechanic…$85MVersiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$85MEvertec Group, LLC Savings & Investment Plan Savings and Investment PlanEvertec Group, LLC Savings &…$85MMercy College Tax Deferred Annuity PlanMercy College Tax Deferred A…$85MLakeview Center Retirement Savings 403(b) PlanLakeview Center Retirement S…$85M
End-of-year total assets ($M) among Versiti 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$85M
Net Income-$23M
Employer EIN454675354
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Versiti, Inc.)

Sponsor-wide plan assets over time

All Versiti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$262M 35.27607405896217% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $193M $262M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 2,820 $193M
2023 2 2,696 $231M
2024 2 2,893 $262M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Versiti 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Versiti 403(b) Retirement Plan, Total assets ($B): 0.084875671 · Participants: 509Versiti 403(b) Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Versiti 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Versiti 403(b) Retirement Plan side-by-side with 3 peers →

Versiti 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan in PR ($85M); by covered participants it is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Versiti 403(b) Retirement Plan assets move in 2022? ▼
Versiti 403(b) Retirement Plan declined sharply - down 21.1% during 2022, from $108M to $85M. Reported net income was -$23M.
How have Versiti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Versiti, Inc.'s sponsor-wide assets grew 35.3%, from $193M to $262M.
Where does Versiti 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Versiti 403(b) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Versiti 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan in PR ($85M, 1,287 participants).
Which Other plans cover a similar participant headcount to Versiti 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO (509 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454675354.

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.