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
PlainRetire home → About this data RSS: change history

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

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

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

Vitalsource Technologies LLC 401(k) PlanVitalsource Technologies LLC…$22MAssociation of Certified Fraud Examiners, Inc. 401(k) Profit Sharing PlanAssociation of Certified Fra…$22MImperial Pools, Inc. 401(k) PlanImperial Pools, Inc. 401(k) …$22MAxiom Resource Management, Inc. 401(k) Profit Sharing PlanAxiom Resource Management, I…$22MKettle Cuisine, LLC 401(k) Savings PlanKettle Cuisine, LLC 401(k) S…$22M
End-of-year total assets ($M) among Vitalsource Technologies LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN742719099
Plan Effective Date2021-07-01
Filing StatusFILING 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
$10M$20M$30M$40M$50M 202220232024 $22.4M $46.7M ▲ +108.5%
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.

Vitalsource Technologies LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Vitalsource Technologies LLC 401(k) Plan, Total assets ($B): 0.022410337 · Participants: 303Vitalsource Technologies LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Vitalsource Technologies LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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.

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.

Frequently Asked Questions

How did Vitalsource Technologies LLC 401(k) Plan assets move in 2022?
Vitalsource Technologies LLC 401(k) Plan grew at a solid clip - up 6.2% during 2022, from $21M to $22M. Reported net income was $1M.
How have Vitalsource Technologies LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Vitalsource Technologies LLC's sponsor-wide assets grew 108.5%, from $22M to $47M.
Where does Vitalsource Technologies LLC 401(k) Plan rank by assets among Form 5500 filers?
Vitalsource Technologies LLC 401(k) Plan ranks in the 79th 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 Vitalsource Technologies LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Association of Certified Fraud Examiners, Inc. 401(k) Profit Sharing Plan in TX ($22M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Vitalsource Technologies LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Geographic Solutions, Inc. 401(k) Plan and Trust in FL (303 participants, $8M in assets).