401(k) · DOL Form 5500 · 2023

Vitalsmarts, Lc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
167
Participants Small participant base
72nd
Percentile by assets National rank
$113,143
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vitalsmarts 401(k) Plan · Sponsored by Vitalsmarts, Lc · Utah · Educational Services

$19M in assets, 167 participants

Vitalsmarts, Lc's Vitalsmarts 401(k) Plan reported $19M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,036 in Educational Services (3,735 peers)

Coverage in Utah

Vitalsmarts 401(k) Plan covers 167 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $19M.

#2,036
in Educational Services (3,735 peers)
+34.9%
assets growth YoY

Vitalsmarts 401(k) Plan's outsized position by total assets

Vitalsmarts 401(k) Plan vs every filed plan by assets

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

$18,894,945 Top 28% higher than 72% 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

Vitalsmarts 401(k) 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. Vitalsmarts 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vitalsmarts 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Vitalsmarts 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Vitalsmarts 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870664848 · Vitalsmarts, Lc PY 2023 · 401(k)

Vitalsmarts 401(k) Plan · $19M · 167 · 72nd

  • VS-ST $19M
  • BOY 167
  • SCH 72nd
  • EBSA 401(k)
  • PART near Fncb Bank 401(k) Profit Sharing Plan
  • TYPE ind #2036

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 Educational Services retirement plans → · Plans in Utah →

Vitalsmarts 401(k) Plan in the asset neighbourhood

Ch Employment Services, LLC 401(k) PlanCh Employment Services, LLC …$19MVitalsmarts 401(k) Plan$19MFncb Bank 401(k) Profit Sharing PlanFncb Bank 401(k) Profit Shar…$19MSterling Drive Ventures/Rodon Employees 401(k) PlanSterling Drive Ventures/Rodo…$19MHippo Employee Services Inc. and Its Affiliates 401(k) PlanHippo Employee Services Inc.…$19M
End-of-year total assets ($M) among Vitalsmarts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN870664848
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalsmarts, Lc)

Sponsor-wide plan assets over time

All Vitalsmarts, Lc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 61.36199160980441% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $22.6M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 128 $14M
2023 1 167 $19M
2024 1 184 $23M

Nearby 401(k) Plans in Utah

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

Vitalsmarts 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Vitalsmarts 401(k) Plan, Total assets ($B): 0.018894945 · Participants: 167Vitalsmarts 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Vitalsmarts 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Vitalsmarts 401(k) Plan side-by-side with 3 peers →

Vitalsmarts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Fncb Bank 401(k) Profit Sharing Plan in PA ($19M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Vitalsmarts 401(k) Plan assets move in 2023? ▼
Vitalsmarts 401(k) Plan surged - up 34.9% during 2023, from $14M to $19M. Reported net income was $5M.
How have Vitalsmarts, Lc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalsmarts, Lc's sponsor-wide assets grew 61.4%, from $14M to $23M.
Which 401(k) plans are similar in size to Vitalsmarts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fncb Bank 401(k) Profit Sharing Plan in PA ($19M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Vitalsmarts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 870664848.

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.