Defined Benefit (Pension) · DOL Form 5500 · 2022
VITALANT Pension Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 1,020
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $177,659
- Avg per participant Above avg balance/head
Official DOL plan name: Consolidated Retirement Plan of Vitalant · Sponsored by VITALANT · Arizona · Healthcare & Social Assistance
$181M in assets, 1,020 participants
VITALANT's Consolidated Retirement Plan of Vitalant reported $181M in total assets and 1,020 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,244 in Healthcare & Social Assistance (20,060 peers)
Where Consolidated Retirement Plan of Vitalant sits by assets
Consolidated Retirement Plan of Vitalant sits in the top 5% of all filed plans by assets, $181M for 1,020 participants (~$177,659/participant), down 1.1% in 2022.
- #19,244
- in Healthcare & Social Assistance (20,060 peers)
- -1.1%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Consolidated Retirement Plan of Vitalant's outsized position by total assets
Consolidated Retirement Plan of Vitalant vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$181,211,670 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Consolidated Retirement Plan of Vitalant's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated Retirement Plan of Vitalant lands in the large band (1,020 participants).
Plan-year Form 5500 strip
Filing strip 860098929 · VITALANT PY 2022 · Defined Benefit (Pension)
Consolidated Retirement Plan of Vitalant · $181M · 1,020 · 95th
- EOY $181M
- 5500 1,020
- ASSETS 95th
- PCT Defined Benefit (Pension)
- EIN near I.B.E.W. Local 1579 Pension Plan
- RANK ind #19244
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 Arizona →
Consolidated Retirement Plan of Vitalant in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | -$2M |
| Employer EIN | 860098929 |
| Plan Effective Date | 1975-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VITALANT)
Sponsor-wide plan assets over time
All VITALANT plans reported in each filing year
- Latest sponsor-wide plan assets
- $429M 14.735667906856866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,883 | $503M |
| 2023 | 2 | 5,044 | $561M |
| 2024 | 1 | 4,161 | $429M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
- Avnet Pension Plan $591M · 2,609
Consolidated Retirement Plan of Vitalant's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is I.B.E.W. Local 1579 Pension Plan in FL ($181M); by covered participants it is West Fraser, Inc. Pension Plan in TN (1,021 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- I.B.E.W. Local 1579 Pension Plan (FL) $181M · 1,018
- Smithfield Foods Hourly Pension Plan (VA) $181M · 7,506
- Wa-Id Laborers Employers Pension Trust (WA) $182M · 1,991
- Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan (NY) $182M · 4,078
Similar participant headcount
Nearest other-state filings by covered participants (1,020 participants); asset peers above are excluded.
- West Fraser, Inc. Pension Plan (TN) 1,021 · 1 off
- Hubbell Pension Plan F/K/a Hubbell Inc. for Collectively Bargained Hourly Employees (CT) 1,021 · 1 off
- Retirement Plan for Employees of Multicare Health System (WA) 1,021 · 1 off
- Howard University Employees' Retirement Plan (DC) 1,019 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.