401(k) · DOL Form 5500 · 2023

Vital Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
290
Participants Below avg headcount
86th
Percentile by assets National rank
$186,160
Avg per participant Above avg balance/head
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Official DOL plan name: Vital Energy, Inc. 401(k) Plan · Sponsored by Vital Energy, Inc. · Oklahoma · Mining & Oil Extraction

$54M in assets, 290 participants

Vital Energy, Inc.'s Vital Energy, Inc. 401(k) Plan reported $54M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #602 in Mining & Oil Extraction (811 peers)

Coverage in Oklahoma

Vital Energy, Inc. 401(k) Plan covers 290 participants in Oklahoma, about 38% of the average Oklahoma filer (state average ~760 per filing). Assets: $54M.

#602
in Mining & Oil Extraction (811 peers)
+29.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Vital Energy, Inc. 401(k) Plan's outsized position by total assets

Vital Energy, Inc. 401(k) Plan vs every filed plan by assets

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

$53,986,425 Top 14% higher than 86% 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

Vital Energy, Inc. 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. Vital Energy, Inc. 401(k) Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vital Energy, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Vital Energy, Inc. 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Vital Energy, Inc. 401(k) Plan reported participants rose from 264 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453007926 · Vital Energy, Inc. PY 2023 · 401(k)

Vital Energy, Inc. 401(k) Plan · $54M · 290 · 86th

  • EBSA $54M
  • EBSA 290
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Idera 401(k) Savings Plan
  • EBSA ind #602

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

Vital Energy, Inc. 401(k) Plan in the asset neighbourhood

Cooper Carry, Inc. 401(k) PlanCooper Carry, Inc. 401(k) Pl…$54MVital Energy, Inc. 401(k) PlanVital Energy, Inc. 401(k) Pl…$54MIdera 401(k) Savings Plan$54MOrange County's Credit Union 401(k) PlanOrange County's Credit Union…$54MGentherm Retirement Savings PlanGentherm Retirement Savings …$54M
End-of-year total assets ($M) among Vital Energy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$54M
Net Income$12M
Employer EIN453007926
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vital Energy, Inc.)

Sponsor-wide plan assets over time

All Vital Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 53.868090438799854% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $41.8M $64.3M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 264 $42M
2023 1 290 $54M
2024 1 324 $64M

Nearby 401(k) Plans in Oklahoma

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

Vital Energy, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Vital Energy, Inc. 401(k) Plan, Total assets ($B): 0.053986425 · Participants: 290Vital Energy, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Vital Energy, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Vital Energy, Inc. 401(k) Plan side-by-side with 3 peers →

Vital Energy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Idera 401(k) Savings Plan in TX ($54M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Vital Energy, Inc. 401(k) Plan assets move in 2023? ▼
Vital Energy, Inc. 401(k) Plan grew sharply - up 29.1% during 2023, from $42M to $54M. Reported net income was $12M.
How have Vital Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vital Energy, Inc.'s sponsor-wide assets grew 53.9%, from $42M to $64M.
Where does Vital Energy, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vital Energy, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vital Energy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idera 401(k) Savings Plan in TX ($54M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Vital Energy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 participants, N/A 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 453007926.

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.