401(k) · DOL Form 5500 · 2022

Vitalmd Group Holding, LLC 401(k) Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
2,417
Participants Above avg headcount
96th
Percentile by assets National rank
$107,216
Avg per participant Below avg balance/head
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Official DOL plan name: Vitalmd 401(k) Plan · Sponsored by Vitalmd Group Holding, LLC · Florida · Healthcare & Social Assistance

$259M in assets, 2,417 participants

Vitalmd Group Holding, LLC's Vitalmd 401(k) Plan reported $259M in total assets and 2,417 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.

  • #19,424 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Vitalmd 401(k) Plan covers 2,417 participants in Florida, 3.8x the typical Florida plan (state average ~628 per filing). Assets: $259M.

#19,424
in Healthcare & Social Assistance (20,060 peers)
-13.5%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vitalmd 401(k) Plan's outsized position by total assets

Vitalmd 401(k) Plan vs every filed plan by assets

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

$259,140,669 Top 4% higher than 96% 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

Vitalmd 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitalmd 401(k) Plan lands in the large band (2,417 participants).

DOL schedule card

Filing strip 542129332 · Vitalmd Group Holding, LLC PY 2022 · 401(k)

Vitalmd 401(k) Plan · $259M · 2,417 · 96th

  • SCH $259M
  • SCH 2,417
  • SCH 96th
  • SCH 401(k)
  • SCH near Continental Resources, Inc. 401(k)
  • SCH ind #19424

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 Florida →

Vitalmd 401(k) Plan in the asset neighbourhood

Cheniere Retirement Plan$259MVitalmd 401(k) Plan$259MContinental Resources, Inc. 401(k)Continental Resources, Inc. …$259MMii Associates' Retirement Savings 401(k) PlanMii Associates' Retirement S…$259MEpam Systems, Inc. 401(k) PlanEpam Systems, Inc. 401(k) Pl…$259M
End-of-year total assets ($M) among Vitalmd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$300M
Net Assets (End of Year)$259M
Net Income-$40M
Employer EIN542129332
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalmd Group Holding, LLC)

Sponsor-wide plan assets over time

All Vitalmd Group Holding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$372M 43.51762632827038% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $259M $372M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 2,417 $259M
2023 1 2,462 $316M
2024 1 2,622 $372M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vitalmd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Vitalmd 401(k) Plan, Total assets ($B): 0.259140669 · Participants: 2417Vitalmd 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Vitalmd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vitalmd 401(k) Plan side-by-side with 3 peers →

Vitalmd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Continental Resources, Inc. 401(k) in OK ($259M); by covered participants it is Medpace Inc 401(k) Profit Sharing Plan and Trust in OH (2,417 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($259M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,417 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 Vitalmd 401(k) Plan assets move in 2022? ▼
Vitalmd 401(k) Plan pulled back noticeably - down 13.5% during 2022, from $300M to $259M. Reported net income was -$40M.
How have Vitalmd Group Holding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalmd Group Holding, LLC's sponsor-wide assets grew 43.5%, from $259M to $372M.
Where does Vitalmd 401(k) Plan rank by assets among Form 5500 filers? ▼
Vitalmd 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Vitalmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Resources, Inc. 401(k) in OK ($259M, 1,199 participants).
Which 401(k) plans cover a similar participant headcount to Vitalmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medpace Inc 401(k) Profit Sharing Plan and Trust in OH (2,417 participants, $144M in assets).

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 542129332.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.