401(k) · DOL Form 5500 · 2022
Vitalsmarts, Lc 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $109,389
- Avg per participant Below avg balance/head
Official DOL plan name: Vitalsmarts 401(k) Plan · Sponsored by Vitalsmarts, Lc · Utah · Educational Services
$14M in assets, 128 participants
Vitalsmarts, Lc's Vitalsmarts 401(k) Plan reported $14M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #2,158 in Educational Services (4,024 peers)
Coverage in Utah
Vitalsmarts 401(k) Plan covers 128 participants in Utah, about 22% of the average Utah filer (state average ~592 per filing). Assets: $14M.
- #2,158
- in Educational Services (4,024 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vitalsmarts 401(k) Plan's outsized position by total assets
Vitalsmarts 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,001,819 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Vitalsmarts 401(k) 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. Vitalsmarts 401(k) Plan sits mid-pack in the medium band (128 participants).
Plan-year Form 5500 strip
Filing strip 870664848 · Vitalsmarts, Lc PY 2022 · 401(k)
Vitalsmarts 401(k) Plan · $14M · 128 · 71st
- SCH $14M
- EBSA 128
- PART 71st
- TYPE 401(k)
- NET near Lux Enterprises, Inc. Employees' Retirement Plan
- BOOK ind #2158
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 Educational Services retirement plans → · Plans in Utah →
Vitalsmarts 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 870664848 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vitalsmarts, Lc)
Sponsor-wide plan assets over time
All Vitalsmarts, Lc plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 61.36199160980441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $14M |
| 2023 | 1 | 167 | $19M |
| 2024 | 1 | 184 | $23M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Vitalsmarts 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Lux Enterprises, Inc. Employees' Retirement Plan in TX ($14M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 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.