401(k) · DOL Form 5500 · 2022

Vitalize, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
149
Participants Small participant base
71st
Percentile by assets National rank
$91,265
Avg per participant Below avg balance/head
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Official DOL plan name: Vitalize, LLC 401(k) Plan · Sponsored by Vitalize, LLC · Idaho · Retail Trade

$14M in assets, 149 participants

Vitalize, LLC's Vitalize, LLC 401(k) Plan reported $14M in total assets and 149 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.

  • #7,737 in Retail Trade (9,519 peers)

Coverage in Idaho

Vitalize, LLC 401(k) Plan covers 149 participants in Idaho, about 43% of the average Idaho filer (state average ~347 per filing). Assets: $14M.

#7,737
in Retail Trade (9,519 peers)
-29.4%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vitalize, LLC 401(k) Plan's outsized position by total assets

Vitalize, LLC 401(k) Plan vs every filed plan by assets

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

$13,598,435 Top 29% higher than 71% 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

Vitalize, LLC 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. Vitalize, LLC 401(k) Plan sits mid-pack in the medium band (149 participants).

Published 5500 schedule card

Filing strip 205044297 · Vitalize, LLC PY 2022 · 401(k)

Vitalize, LLC 401(k) Plan · $14M · 149 · 71st

  • VS-ST $14M
  • BOY 149
  • SCH 71st
  • EBSA 401(k)
  • PART near Pep Printing, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #7737

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 Retail Trade retirement plans → · Plans in Idaho →

Vitalize, LLC 401(k) Plan in the asset neighbourhood

Vitalize, LLC 401(k) Plan$14MPep Printing, Inc. 401(k) Profit Sharing PlanPep Printing, Inc. 401(k) Pr…$14MPathology Consultants of Green Bay Sc 401(k) Profit Sharing PlanPathology Consultants of Gre…$14MTennessee Women's Care 401(k) Profit Sharing PlanTennessee Women's Care 401(k…$14M401(a) Profit-Sharing Plan for the Employees of Suncoast Community Health Centers, Inc.401(a) Profit-Sharing Plan f…$14M
End-of-year total assets ($M) among Vitalize, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Idaho filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income-$6M
Employer EIN205044297
Plan Effective Date2016-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalize, LLC)

Sponsor-wide plan assets over time

All Vitalize, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 2.9682312707307865% vs 2022
2024 filing year
$13M$13.2M$13.4M$13.6M$13.8M 202220232024 $13.6M $13.2M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 149 $14M
2023 1 57 $14M
2024 1 47 $13M

Nearby 401(k) Plans in Idaho

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

Vitalize, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Vitalize, LLC 401(k) Plan, Total assets ($B): 0.013598435 · Participants: 149Vitalize, LLC 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
Vitalize, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Vitalize, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest 401(k) by assets is Pep Printing, Inc. 401(k) Profit Sharing Plan in OR ($14M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Vitalize, LLC 401(k) Plan assets move in 2022? ▼
Vitalize, LLC 401(k) Plan declined sharply - down 29.4% during 2022, from $19M to $14M. Reported net income was -$6M.
How have Vitalize, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalize, LLC's sponsor-wide assets declined 3.0%, from $14M to $13M.
Which 401(k) plans are similar in size to Vitalize, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pep Printing, Inc. 401(k) Profit Sharing Plan in OR ($14M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Vitalize, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 205044297.

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.