401(k) · DOL Form 5500 · 2022

Vestwell Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
72
Participants Small participant base
59th
Percentile by assets National rank
$104,242
Avg per participant Below avg balance/head
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Official DOL plan name: Vestwell Holdings, Inc. 401(k) Plan · Sponsored by Vestwell Holdings, Inc. · New York · Finance & Insurance

$8M in assets, 72 participants

Vestwell Holdings, Inc.'s Vestwell Holdings, Inc. 401(k) Plan reported $8M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,921 in Finance & Insurance (9,261 peers)

Vestwell Holdings, Inc. multi-year trail

Vestwell Holdings, Inc.'s plans moved +216.8% in assets from 2022 to 2024; this filing shows Vestwell Holdings, Inc. 401(k) Plan at $8M / 72 participants.

#3,921
in Finance & Insurance (9,261 peers)
+56.5%
assets growth YoY

Vestwell Holdings, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Vestwell Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$7,505,409 Top 41% higher than 59% 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

Vestwell Holdings, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vestwell Holdings, Inc. 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

DOL schedule card

Filing strip 813062212 · Vestwell Holdings, Inc. PY 2022 · 401(k)

Vestwell Holdings, Inc. 401(k) Plan · $8M · 72 · 59th

  • EIN $8M
  • EIN 72
  • EIN 59th
  • EIN 401(k)
  • EIN near The Orthopaedic Network, Inc. Profit Sharing & 401(k) Plan
  • EIN ind #3921

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 New York →

Vestwell Holdings, Inc. 401(k) Plan in the asset neighbourhood

Vestwell Holdings, Inc. 401(k) PlanVestwell Holdings, Inc. 401(…$8MThe Orthopaedic Network, Inc. Profit Sharing & 401(k) PlanThe Orthopaedic Network, Inc…$8MLearning Technologies Group, Inc. Enhanced Match 401(k) PlanLearning Technologies Group,…$8MRyan Air, Inc. 401(k) Plan$8MAccreditation Commission for Health Care, Inc Retirement PlanAccreditation Commission for…$8M
End-of-year total assets ($M) among Vestwell Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vestwell Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vestwell Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 216.76263079067377% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $7.51M $23.8M ▲ +216.5%
Year Plans Participants Total Assets
2022 1 72 $8M
2023 1 259 $15M
2024 1 358 $24M

Vestwell Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN813062212
Plan Effective Date2016-08-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Vestwell Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Vestwell Holdings, Inc. 401(k) Plan, Total assets ($B): 0.007505409 · Participants: 72Vestwell Holdings, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Vestwell Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Vestwell Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Orthopaedic Network, Inc. Profit Sharing & 401(k) Plan in OH ($8M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Vestwell Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Vestwell Holdings, Inc. 401(k) Plan surged - up 56.5% during 2022, from $5M to $8M. Reported net income was $3M.
How have Vestwell Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vestwell Holdings, Inc.'s sponsor-wide assets grew 216.8%, from $8M to $24M.
Which 401(k) plans are similar in size to Vestwell Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Orthopaedic Network, Inc. Profit Sharing & 401(k) Plan in OH ($8M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Vestwell Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M 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 813062212.

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.