401(k) · DOL Form 5500 · 2022
Virtus Investment Partners, Inc. 401(k) Plan
Data updated 2026-08-11
- $216M
- Total assets
- 624
- Participants
- 96th
- Percentile by assets
- $345,942
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $216M
- total plan assets (2022 EOY)
- 624
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $345,942
- avg assets per participant
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.
Where Virtus Investment Partners, Inc. Savings and Investment Plan sits 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 vs the 2022 asset distribution
By assets, Virtus Investment Partners, Inc. Savings and Investment Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
Virtus Investment Partners, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Virtus Investment Partners, Inc. Savings and Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Virtus Investment Partners, Inc. Savings and Investment Plan's numbers.
- By total assets, Virtus Investment Partners, Inc. Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Virtus Investment Partners, Inc.'s sponsor-wide assets have grown 52.9% since 2022 across 3 plan years on file. More Finance & Insurance plans