401(k) · DOL Form 5500 · 2022
Vitalsource Technologies LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $73,962
- Avg per participant Below avg balance/head
Official DOL plan name: Vitalsource Technologies LLC 401(k) Plan · Sponsored by Vitalsource Technologies LLC · North Carolina · Professional & Technical Services
$22M in assets, 303 participants
Vitalsource Technologies LLC's Vitalsource Technologies LLC 401(k) Plan reported $22M in total assets and 303 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #17,094 in Professional & Technical Services (21,562 peers)
Coverage in North Carolina
Vitalsource Technologies LLC 401(k) Plan covers 303 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.
- #17,094
- in Professional & Technical Services (21,562 peers)
- +6.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Vitalsource Technologies LLC 401(k) Plan's outsized position by total assets
Vitalsource Technologies LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,410,337 Top 21% higher than 79% 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
Vitalsource Technologies 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. Vitalsource Technologies LLC 401(k) Plan sits mid-pack in the medium band (303 participants).
Plan-year Form 5500 strip
Filing strip 742719099 · Vitalsource Technologies LLC PY 2022 · 401(k)
Vitalsource Technologies LLC 401(k) Plan · $22M · 303 · 79th
- EIN $22M
- EIN 303
- EIN 79th
- EIN 401(k)
- EIN near Association of Certified Fraud Examiners, Inc. 401(k) Profit Sharing Plan
- EIN ind #17094
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 North Carolina →
Vitalsource Technologies LLC 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $1M |
| Employer EIN | 742719099 |
| Plan Effective Date | 2021-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vitalsource Technologies LLC)
Sponsor-wide plan assets over time
All Vitalsource Technologies LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 108.48648549997262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 303 | $22M |
| 2023 | 1 | 314 | $35M |
| 2024 | 1 | 397 | $47M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Vitalsource Technologies LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Association of Certified Fraud Examiners, Inc. 401(k) Profit Sharing Plan in TX ($22M); by covered participants it is Geographic Solutions, Inc. 401(k) Plan and Trust in FL (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 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.