Other · DOL Form 5500 · 2022

Vital Strategies, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
242
Participants Below avg headcount
75th
Percentile by assets National rank
$69,948
Avg per participant Below avg balance/head
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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.

  • #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.

#15,817
in Healthcare & Social Assistance (20,060 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Vital Strategies, Inc. 403(b) Plan's outsized position 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

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

Vital Strategies, Inc. 403(b) 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. Vital Strategies, Inc. 403(b) Plan sits mid-pack in the medium band (242 participants).

DOL schedule card

Filing strip 223419667 · Vital Strategies, Inc. PY 2022 · Other

Vital Strategies, Inc. 403(b) Plan · $17M · 242 · 75th

  • ASSETS $17M
  • ASSETS 242
  • ASSETS 75th
  • ASSETS Other
  • ASSETS near Boston Healthcare for the Homeless Profit Sharing Plan
  • ASSETS ind #15817

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 New York →

Vital Strategies, Inc. 403(b) Plan in the asset neighbourhood

Community Systems, Inc. Contributory 403 (B) PlanCommunity Systems, Inc. Cont…$17MVital Strategies, Inc. 403(b) PlanVital Strategies, Inc. 403(b…$17MBoston Healthcare for the Homeless Profit Sharing PlanBoston Healthcare for the Ho…$17MCentury Housing Corporation 403(b) Plan Tax Deferred Annuity PlanCentury Housing Corporation …$17MDenver Botanic Gardens, Inc. 403(b) PlanDenver Botanic Gardens, Inc.…$17M
End-of-year total assets ($M) among Vital Strategies, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN223419667
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vital Strategies, Inc.)

Sponsor-wide plan assets over time

All Vital Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 53.420381363759695% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $26M ▲ +53.4%
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 Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Vital Strategies, Inc. 403(b) Plan, Total assets ($B): 0.016927513 · Participants: 242Vital Strategies, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Vital Strategies, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Vital Strategies, Inc. 403(b) Plan side-by-side with 3 peers →

Vital Strategies, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Boston Healthcare for the Homeless Profit Sharing Plan in MA ($17M); by covered participants it is Abilityfirst Defined Contribution Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Vital Strategies, Inc. 403(b) Plan assets move in 2022? ▼
Vital Strategies, Inc. 403(b) Plan pulled back noticeably - down 14.4% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Vital Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vital Strategies, Inc.'s sponsor-wide assets grew 53.4%, from $17M to $26M.
Where does Vital Strategies, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Vital Strategies, Inc. 403(b) Plan ranks in the 75th 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 Other plans are similar in size to Vital Strategies, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Boston Healthcare for the Homeless Profit Sharing Plan in MA ($17M, 588 participants).
Which Other plans cover a similar participant headcount to Vital Strategies, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Abilityfirst Defined Contribution Plan in CA (242 participants, $14M 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 223419667.

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.