Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

VITA-LIVING, INC. 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VITA-LIVING, INC.

This Profit Sharing plan holds $808K in total assets and serves 123 participants as of 2022. It is sponsored by VITA-LIVING, INC. in Texas. The plan reported a net loss of $379K for the year.

Total Assets (2023)
$808K
Participants
123
State
Industry
Healthcare & Social Assistance

What the Filing Says About VITA-LIVING, INC. 403(B) PLAN

VITA-LIVING, INC. 403(B) PLAN is a Profit Sharing retirement plan sponsored by VITA-LIVING, INC., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $808K in total end-of-year assets and covers 123 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 760037136, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $808K at year-end — a decline of 31.9%. Net assets (after liabilities) closed the year at $808K, with reported net income of $-378,699 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$808K
Net Assets (End of Year)$808K
Net Income$-378,699
Plan TypeProfit Sharing
Employer EIN760037136
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the VITA-LIVING, INC. 403(B) PLAN?
As of the 2022 Form 5500 filing, VITA-LIVING, INC. 403(B) PLAN holds $808K in total assets with 123 participants. It is sponsored by VITA-LIVING, INC..
What type of plan is VITA-LIVING, INC. 403(B) PLAN?
VITA-LIVING, INC. 403(B) PLAN is a Profit Sharing plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 760037136.
Who sponsors the VITA-LIVING, INC. 403(B) PLAN?
VITA-LIVING, INC. 403(B) PLAN is sponsored by VITA-LIVING, INC., located in Texas. The sponsor's EIN is 760037136 and the plan operates in the Healthcare & Social Assistance industry.
How did VITA-LIVING, INC. 403(B) PLAN perform in 2022?
VITA-LIVING, INC. 403(B) PLAN declined by 31.9% during 2022, moving from $1M to $808K in total assets. Net income was $-378,699.
Where can I find official filings for VITA-LIVING, INC. 403(B) PLAN?
Official Form 5500 filings for VITA-LIVING, INC. 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760037136 or plan name at efast.dol.gov.
How does VITA-LIVING, INC. 403(B) PLAN compare to other plans?
You can compare VITA-LIVING, INC. 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 760037136.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.