Other · DOL Form 5500 · 2023

Versiti, Inc. Retirement Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
439
Participants Below avg headcount
91st
Percentile by assets National rank
$211,692
Avg per participant Above avg balance/head
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Official DOL plan name: Versiti 403(b) Retirement Plan · Sponsored by Versiti, Inc. · Wisconsin · Healthcare & Social Assistance

$93M in assets, 439 participants

Versiti, Inc.'s Versiti 403(b) Retirement Plan reported $93M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,263 in Healthcare & Social Assistance (17,684 peers)

Where Versiti 403(b) Retirement Plan sits by assets

Versiti 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $93M for 439 participants (~$211,692/participant), up 9.5% in 2023.

#16,263
in Healthcare & Social Assistance (17,684 peers)
+9.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Versiti 403(b) Retirement Plan's outsized position by total assets

Versiti 403(b) Retirement Plan vs every filed plan by assets

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

$92,932,864 Top 9% higher than 91% 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

Versiti 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Versiti 403(b) Retirement Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Versiti 403(b) Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Versiti 403(b) Retirement Plan reported participants fell from 509 in the plan year 2022 filing to 439 in the plan year 2023 filing.
  • Versiti 403(b) Retirement Plan end-of-year assets rose from $85M in the plan year 2022 filing to $93M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454675354 · Versiti, Inc. PY 2023 · Other

Versiti 403(b) Retirement Plan · $93M · 439 · 91st

  • PHOTO $93M
  • IND 439
  • EOY 91st
  • 5500 Other
  • ASSETS near University of Dallas Defined Contribution Retirement Plan
  • PCT ind #16263

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 Wisconsin →

Versiti 403(b) Retirement Plan in the asset neighbourhood

Georgetown Day School, Inc. 403(b) Retirement PlanGeorgetown Day School, Inc. …$93MSpelman College Defined Contribution PlanSpelman College Defined Cont…$93MVersiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$93MUniversity of Dallas Defined Contribution Retirement PlanUniversity of Dallas Defined…$93MDominican University of California DC Retirement PlanDominican University of Cali…$93M
End-of-year total assets ($M) among Versiti 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$93M
Net Income$8M
Employer EIN454675354
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Versiti, Inc.)

Sponsor-wide plan assets over time

All Versiti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$262M 35.27607405896217% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $193M $262M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 2,820 $193M
2023 2 2,696 $231M
2024 2 2,893 $262M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Versiti 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Versiti 403(b) Retirement Plan, Total assets ($B): 0.092932864 · Participants: 439Versiti 403(b) Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Versiti 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Versiti 403(b) Retirement Plan side-by-side with 3 peers →

Versiti 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is University of Dallas Defined Contribution Retirement Plan in TX ($93M); by covered participants it is Conservation International 403(b) Savings Plan in VA (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Versiti 403(b) Retirement Plan assets move in 2023? ▼
Versiti 403(b) Retirement Plan grew at a solid clip - up 9.5% during 2023, from $85M to $93M. Reported net income was $8M.
How have Versiti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Versiti, Inc.'s sponsor-wide assets grew 35.3%, from $193M to $262M.
Where does Versiti 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Versiti 403(b) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Versiti 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University of Dallas Defined Contribution Retirement Plan in TX ($93M, 482 participants).
Which Other plans cover a similar participant headcount to Versiti 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Conservation International 403(b) Savings Plan in VA (439 participants, $115M 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 454675354.

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.