401(k) · DOL Form 5500 · 2023

William Vitacco Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
98
Participants Small participant base
64th
Percentile by assets National rank
$129,140
Avg per participant Near avg balance/head
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Official DOL plan name: William Vitacco Associates Retirement Plan · Sponsored by William Vitacco Associates, Ltd. · New York · Professional & Technical Services

$13M in assets, 98 participants

William Vitacco Associates, Ltd.'s William Vitacco Associates Retirement Plan reported $13M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,755 in Professional & Technical Services (20,321 peers)

William Vitacco Associates, Ltd. multi-year trail

William Vitacco Associates, Ltd.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows William Vitacco Associates Retirement Plan at $13M / 98 participants.

#12,755
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY

William Vitacco Associates Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

William Vitacco Associates Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,655,757 Top 36% higher than 64% of 127,068 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 2023

William Vitacco Associates Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Vitacco Associates Retirement Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Vitacco Associates Retirement Plan reported net income rose from -$899K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • William Vitacco Associates Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • William Vitacco Associates Retirement Plan reported participants rose from 93 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112775920 · William Vitacco Associates, Ltd. PY 2023 · 401(k)

William Vitacco Associates Retirement Plan · $13M · 98 · 64th

  • VS-ST $13M
  • VS-ST 98
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Ice Industries 401(k) Plan
  • VS-ST ind #12755

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 New York →

William Vitacco Associates Retirement Plan in the asset neighbourhood

William Vitacco Associates Retirement PlanWilliam Vitacco Associates R…$13MIce Industries 401(k) Plan$13MScaled Agile 401(k) Plan$13MCdr Consultants Inc 401(k) Profit Sharing Plan & TrustCdr Consultants Inc 401(k) P…$13MBhmk 401(k) Profit Sharing PlanBhmk 401(k) Profit Sharing P…$13M
End-of-year total assets ($M) among William Vitacco Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

William Vitacco Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All William Vitacco Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 46.286584400391064% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 93 $10M
2023 1 98 $13M
2024 1 82 $15M

William Vitacco Associates, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN112775920
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

William Vitacco Associates Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants William Vitacco Associates Retirement Plan, Total assets ($B): 0.012655757 · Participants: 98William Vitacco Associates Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
William Vitacco Associates Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare William Vitacco Associates Retirement Plan side-by-side with 3 peers →

William Vitacco Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ice Industries 401(k) Plan in OH ($13M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did William Vitacco Associates Retirement Plan assets move in 2023? ▼
William Vitacco Associates Retirement Plan grew sharply - up 23.6% during 2023, from $10M to $13M. Reported net income was $2M.
How have William Vitacco Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Vitacco Associates, Ltd.'s sponsor-wide assets grew 46.3%, from $10M to $15M.
Which 401(k) plans are similar in size to William Vitacco Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ice Industries 401(k) Plan in OH ($13M, 351 participants).
Which 401(k) plans cover a similar participant headcount to William Vitacco Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112775920.

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.