401(k) · DOL Form 5500 · 2022

Vitality Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
218
Participants Below avg headcount
82nd
Percentile by assets National rank
$127,014
Avg per participant Near avg balance/head
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Official DOL plan name: Vitality Management Company, LLC 401(k) Plan · Sponsored by Vitality Management Company, LLC · Illinois · Healthcare & Social Assistance

$28M in assets, 218 participants

Vitality Management Company, LLC's Vitality Management Company, LLC 401(k) Plan reported $28M in total assets and 218 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,964 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Vitality Management Company, LLC 401(k) Plan covers 218 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $28M.

#16,964
in Healthcare & Social Assistance (20,060 peers)
-13.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vitality Management Company, LLC 401(k) Plan's outsized position by total assets

Vitality Management Company, LLC 401(k) Plan vs every filed plan by assets

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

$27,689,010 Top 18% higher than 82% 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

Vitality Management Company, 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. Vitality Management Company, LLC 401(k) Plan sits mid-pack in the medium band (218 participants).

Plan-year Form 5500 strip

Filing strip 522213940 · Vitality Management Company, LLC PY 2022 · 401(k)

Vitality Management Company, LLC 401(k) Plan · $28M · 218 · 82nd

  • PHOTO $28M
  • PHOTO 218
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Melwood Service Contract Act Retirement Plan
  • PHOTO ind #16964

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 Illinois →

Vitality Management Company, LLC 401(k) Plan in the asset neighbourhood

Vitality Management Company, LLC 401(k) PlanVitality Management Company,…$28MMelwood Service Contract Act Retirement PlanMelwood Service Contract Act…$28MEye Health America 401(k) PlanEye Health America 401(k) Pl…$28MDigestive Specialist, Inc./Digestive Endoscopy Center, LLC 401(k) Profit Sharing PlanDigestive Specialist, Inc./D…$28MRodda Paint Co. 401(k) Plan$28M
End-of-year total assets ($M) among Vitality Management Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN522213940
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitality Management Company, LLC)

Sponsor-wide plan assets over time

All Vitality Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.71987153025695% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.9M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 218 $28M
2023 1 241 $37M
2024 1 255 $41M

Nearby 401(k) Plans in Illinois

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

Vitality Management Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Vitality Management Company, LLC 401(k) Plan, Total assets ($B): 0.02768901 · Participants: 218Vitality Management Company, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Vitality Management Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Melwood Service Contract Act Retirement Plan in MD ($28M); by covered participants it is Identity Management Services Organization, LLC 401(k) Plan in CA (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Vitality Management Company, LLC 401(k) Plan assets move in 2022?
Vitality Management Company, LLC 401(k) Plan pulled back noticeably - down 13.0% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Vitality Management Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Vitality Management Company, LLC's sponsor-wide assets grew 47.7%, from $28M to $41M.
Where does Vitality Management Company, LLC 401(k) Plan rank by assets among Form 5500 filers?
Vitality Management Company, LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vitality Management Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Melwood Service Contract Act Retirement Plan in MD ($28M, 819 participants).
Which 401(k) plans cover a similar participant headcount to Vitality Management Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Identity Management Services Organization, LLC 401(k) Plan in CA (218 participants, $5M in assets).