401(k) · DOL Form 5500 · 2022
Virtus Investment Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 624
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $345,942
- Avg per participant High balance/head
Official DOL plan name: Virtus Investment Partners, Inc. Savings and Investment Plan · Sponsored by Virtus Investment Partners, Inc. · Connecticut · Finance & Insurance
$216M in assets, 624 participants
Virtus Investment Partners, Inc.'s Virtus Investment Partners, Inc. Savings and Investment Plan reported $216M in total assets and 624 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,615 in Finance & Insurance (9,261 peers)
Where Virtus Investment Partners, Inc. Savings and Investment Plan sits by assets
Virtus Investment Partners, Inc. Savings and Investment Plan sits in the top 5% of all filed plans by assets, $216M for 624 participants (~$345,942/participant), down 11.2% in 2022.
- #8,615
- in Finance & Insurance (9,261 peers)
- -11.2%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Virtus Investment Partners, Inc. Savings and Investment Plan's outsized position by total assets
Virtus Investment Partners, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$215,867,887 Top 4% higher than 96% 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
Virtus Investment Partners, Inc. Savings and Investment 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. Virtus Investment Partners, Inc. Savings and Investment Plan sits mid-pack in the medium band (624 participants).
Published 5500 schedule card
Filing strip 954191764 · Virtus Investment Partners, Inc. PY 2022 · 401(k)
Virtus Investment Partners, Inc. Savings and Investment Plan · $216M · 624 · 96th
- TYPE $216M
- NET 624
- BOOK 96th
- VS-ST 401(k)
- BOY near Nutrition & Biosciences Retirement Savings Plan
- SCH ind #8615
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Virtus Investment Partners, Inc. Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $243M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | -$27M |
| Employer EIN | 954191764 |
| Plan Effective Date | 2008-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virtus Investment Partners, Inc.)
Sponsor-wide plan assets over time
All Virtus Investment Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $330M 52.902943363687996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 624 | $216M |
| 2023 | 1 | 718 | $277M |
| 2024 | 1 | 771 | $330M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Virtus Investment Partners, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Nutrition & Biosciences Retirement Savings Plan in NY ($216M); by covered participants it is U.S.a. Healthcare, Inc. 401(k) Plan in AL (624 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- Nutrition & Biosciences Retirement Savings Plan (NY) $216M · 3,298
- Private National Mortgage Acceptance Company LLC Retirement Plan (CA) $216M · 6,941
- The Boston Globe Media Partners, LLC Retirement Savings Plan (MA) $216M · 944
- Airbus U.S. Space & Defense, Inc. 401(k) Retirement Plan (VA) $216M · 979
Similar participant headcount
Nearest other-state filings by covered participants (624 participants); asset peers above are excluded.
- U.S.a. Healthcare, Inc. 401(k) Plan (AL) 624 · 0 off
- Express Manufacturing, Inc. 401(k) Plan (CA) 624 · 0 off
- Weston & Sampson 401(k) and Profit Sharing Plan (MA) 624 · 0 off
- Karns Prime & Fancy Food, Ltd.401(k) Profit Sharing Pla (PA) 624 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.