Other · DOL Form 5500 · 2022
Vital Strategies, Inc. Retirement Plan
Data updated 2026-08-11
- $17M
- Total assets
- 242
- Participants
- 75th
- Percentile by assets
- $69,948
- Avg per participant
Official DOL plan name: Vital Strategies, Inc. 403(b) Plan · Sponsored by Vital Strategies, Inc. · New York · Healthcare & Social Assistance
$17M in assets, 242 participants
Vital Strategies, Inc.'s Vital Strategies, Inc. 403(b) Plan reported $17M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 139,126 plans)
- #15,817 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Vital Strategies, Inc. 403(b) Plan covers 242 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $17M.
- $17M
- total plan assets (2022 EOY)
- 242
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $69,948
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Vital Strategies, Inc. 403(b) Plan sits by total assets
Vital Strategies, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,927,513 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Vital Strategies, Inc. 403(b) Plan reports 242 participants - about 30% of that state average ($17M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 223419667 |
| Plan Effective Date | 2009-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vital Strategies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $17M |
| 2023 | 1 | 161 | $21M |
| 2024 | 1 | 175 | $26M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Vital Strategies, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to Vital Strategies, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Vital Strategies, Inc. 403(b) Plan assets move in 2022? ▼
How have Vital Strategies, Inc. plan assets changed over time? ▼
Where does Vital Strategies, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
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Next read for Vital Strategies, Inc. 403(b) Plan
Filing takeaways
Ways to act on Vital Strategies, Inc. 403(b) Plan's numbers.
- By total assets, Vital Strategies, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Vital Strategies, Inc.'s sponsor-wide assets have grown 53.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans