Other · DOL Form 5500 · 2022

Vita-Living, Inc. Retirement Plan

Data updated 2026-08-25

$808K
Total assets Small plan by assets
123
Participants Small participant base
23rd
Percentile by assets National rank
$6,570
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Vita-Living, Inc. 403(b) Plan · Sponsored by Vita-Living, Inc. · Texas · Healthcare & Social Assistance

$808K in assets, 123 participants

Vita-Living, Inc.'s Vita-Living, Inc. 403(b) Plan reported $808K in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,896 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Vita-Living, Inc. 403(b) Plan covers 123 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $808K.

#3,896
in Healthcare & Social Assistance (20,060 peers)
-31.9%
assets change YoY

The plan reported a net loss of $379K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vita-Living, Inc. 403(b) Plan among the smaller filed plans by assets

Vita-Living, Inc. 403(b) Plan vs every filed plan by assets

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

$808,052 23rd percentile higher than 23% 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

Vita-Living, Inc. 403(b) 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. Vita-Living, Inc. 403(b) Plan sits mid-pack in the medium band (123 participants).

Published 5500 schedule card

Filing strip 760037136 · Vita-Living, Inc. PY 2022 · Other

Vita-Living, Inc. 403(b) Plan · $808K · 123 · 23rd

  • PHOTO $808K
  • IND 123
  • EOY 23rd
  • 5500 Other
  • ASSETS near Goodwill Industries of South Central Ohio 403b Plan
  • PCT ind #3896

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 Texas →

Vita-Living, Inc. 403(b) Plan in the asset neighbourhood

Vita-Living, Inc. 403(b) Plan$808KGoodwill Industries of South Central Ohio 403b PlanGoodwill Industries of South…$809KSpm Qrp$810KDenali Family Services 403(b) PlanDenali Family Services 403(b…$806KCollaborative Solutions Corporation 403(b) PlanCollaborative Solutions Corp…$810K
End-of-year total assets ($M) among Vita-Living, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$808K
Net Income-$379K
Employer EIN760037136
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Vita-Living, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Vita-Living, Inc. 403(b) Plan, Total assets ($B): 0.000808052 · Participants: 123Vita-Living, Inc. 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Vita-Living, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Vita-Living, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Goodwill Industries of South Central Ohio 403b Plan in OH ($809K); by covered participants it is Lawrence Academy Retirement Plan in MA (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($808K here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Vita-Living, Inc. 403(b) Plan assets move in 2022?
Vita-Living, Inc. 403(b) Plan contracted severely - down 31.9% during 2022, from $1M to $808K. Reported net income was -$379K.
Where does Vita-Living, Inc. 403(b) Plan rank by assets among Form 5500 filers?
Vita-Living, Inc. 403(b) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Vita-Living, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Goodwill Industries of South Central Ohio 403b Plan in OH ($809K, 178 participants).
Which Other plans cover a similar participant headcount to Vita-Living, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (123 participants, $29M in assets).