401(k) · DOL Form 5500 · 2023
Vitality Home Care, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 1,064
- Participants Near avg headcount
Official DOL plan name: Trilogy 401(k) Plan · Sponsored by Vitality Home Care, Inc. · Florida · Other Services
N/A in assets, 1,064 participants
Vitality Home Care, Inc.'s Trilogy 401(k) Plan reported N/A in total assets and 1,064 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Trilogy 401(k) Plan holds N/A for 1,064 participants.
- -$11M
- reported net income
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trilogy 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trilogy 401(k) Plan lands in the large band (1,064 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trilogy 401(k) Plan reported net income fell from $172K in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Trilogy 401(k) Plan reported participants rose from 952 in the plan year 2022 filing to 1,064 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 812019673 · Vitality Home Care, Inc. PY 2023 · 401(k)
Trilogy 401(k) Plan · N/A · 1,064
- VS-ST N/A
- VS-ST 1,064
- VS-ST PY 2023
- VS-ST 401(k)
- VS-ST near Artisanal Brewing Ventures 401(k) Plan
- VS-ST -$11M
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 Other Services retirement plans → · Plans in Florida →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$11M |
| Employer EIN | 812019673 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vitality Home Care, Inc.)
Sponsor-wide plan assets over time
All Vitality Home Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 952 | $11M |
| 2023 | 1 | 1,064 | N/A |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Trilogy 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Florida, the nearest 401(k) by covered participants is Artisanal Brewing Ventures 401(k) Plan in NC (1,064 participants; this filing: 1,064 participants).
Similar participant headcount
Nearest other-state filings by covered participants (1,064 participants); asset peers above are excluded.
- Artisanal Brewing Ventures 401(k) Plan (NC) 1,064 · 0 off
- Westbury Jeep Chrysler Dodge I 401(k) Profit Sharing Plan and Trust (NY) 1,064 · 0 off
- Borden Dairy Retirement Savings Plan (CO) 1,064 · 0 off
- Phillips Infrastructure Holdings, Inc. 401(k) Retirement Savings Plan (TN) 1,064 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.