401(k) · DOL Form 5500 · 2022

Vistra USA Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
104
Participants Small participant base
69th
Percentile by assets National rank
$119,545
Avg per participant Near avg balance/head
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Official DOL plan name: Vistra USA Inc., 401(k) Plan · Sponsored by Vistra USA Inc. · Massachusetts · Professional & Technical Services

$12M in assets, 104 participants

Vistra USA Inc.'s Vistra USA Inc., 401(k) Plan reported $12M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,767 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Vistra USA Inc., 401(k) Plan covers 104 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#14,767
in Professional & Technical Services (21,562 peers)
-10.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vistra USA Inc., 401(k) Plan's outsized position by total assets

Vistra USA Inc., 401(k) Plan vs every filed plan by assets

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

$12,432,641 Top 31% higher than 69% 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

Vistra USA Inc., 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. Vistra USA Inc., 401(k) Plan sits mid-pack in the medium band (104 participants).

Plan-year Form 5500 strip

Filing strip 331226448 · Vistra USA Inc. PY 2022 · 401(k)

Vistra USA Inc., 401(k) Plan · $12M · 104 · 69th

  • BOOK $12M
  • BOOK 104
  • BOOK 69th
  • BOOK 401(k)
  • BOOK near Gerkin Windows & Doors 401(k) P/S Plan
  • BOOK ind #14767

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Vistra USA Inc., 401(k) Plan in the asset neighbourhood

Vistra USA Inc., 401(k) Plan$12MGerkin Windows & Doors 401(k) P/S PlanGerkin Windows & Doors 401(k…$12MWireless Vision, LLC 401(k) PlanWireless Vision, LLC 401(k) …$12MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing AssociatesSafe-Harbor 401(k) Profit Sh…$12MHolz Motors, Inc. 401(k) Savings PlanHolz Motors, Inc. 401(k) Sav…$12M
End-of-year total assets ($M) among Vistra USA Inc., 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN331226448
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistra USA Inc.)

Sponsor-wide plan assets over time

All Vistra USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 53.9648816369748% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $12.4M $19.1M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 113 $16M
2024 1 122 $19M

Nearby 401(k) Plans in Massachusetts

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

Vistra USA Inc., 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Vistra USA Inc., 401(k) Plan, Total assets ($B): 0.012432641 · Participants: 104Vistra USA Inc., 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Vistra USA Inc., 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Vistra USA Inc., 401(k) Plan side-by-side with 3 peers →

Vistra USA Inc., 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gerkin Windows & Doors 401(k) P/S Plan in IA ($12M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Vistra USA Inc., 401(k) Plan assets move in 2022? ▼
Vistra USA Inc., 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $14M to $12M. Reported net income was -$1M.
How have Vistra USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vistra USA Inc.'s sponsor-wide assets grew 54.0%, from $12M to $19M.
Which 401(k) plans are similar in size to Vistra USA Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gerkin Windows & Doors 401(k) P/S Plan in IA ($12M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Vistra USA Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A 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 331226448.

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.