401(k) · DOL Form 5500 · 2023

Vitalsource Technologies LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
314
Participants Below avg headcount
81st
Percentile by assets National rank
$112,577
Avg per participant Below avg balance/head
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Official DOL plan name: Vitalsource Technologies LLC 401(k) Plan · Sponsored by Vitalsource Technologies LLC · North Carolina · Professional & Technical Services

$35M in assets, 314 participants

Vitalsource Technologies LLC's Vitalsource Technologies LLC 401(k) Plan reported $35M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,690 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Vitalsource Technologies LLC 401(k) Plan covers 314 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.

#16,690
in Professional & Technical Services (20,321 peers)
+57.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vitalsource Technologies LLC 401(k) Plan's outsized position by total assets

Vitalsource Technologies LLC 401(k) Plan vs every filed plan by assets

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

$35,349,091 Top 19% higher than 81% 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

Vitalsource Technologies LLC 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. Vitalsource Technologies LLC 401(k) Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vitalsource Technologies LLC 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Vitalsource Technologies LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Vitalsource Technologies LLC 401(k) Plan reported participants rose from 303 in the plan year 2022 filing to 314 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742719099 · Vitalsource Technologies LLC PY 2023 · 401(k)

Vitalsource Technologies LLC 401(k) Plan · $35M · 314 · 81st

  • ASSETS $35M
  • ASSETS 314
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Paladin Technologies 401(k) Plan
  • ASSETS ind #16690

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Vitalsource Technologies LLC 401(k) Plan in the asset neighbourhood

Vitalsource Technologies LLC 401(k) PlanVitalsource Technologies LLC…$35MPaladin Technologies 401(k) PlanPaladin Technologies 401(k) …$35MFairfield County Healthcare Associates, P.C. 401(k) Profit Sharing PlanFairfield County Healthcare …$35MFye 401(k) Savings Plan$35MFamily Tree Service, Inc. Retirement Savings PlanFamily Tree Service, Inc. Re…$35M
End-of-year total assets ($M) among Vitalsource Technologies LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$35M
Net Income$10M
Employer EIN742719099
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalsource Technologies LLC)

Sponsor-wide plan assets over time

All Vitalsource Technologies LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 108.48648549997262% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $22.4M $46.7M ▲ +108.5%
Year Plans Participants Total Assets
2022 1 303 $22M
2023 1 314 $35M
2024 1 397 $47M

Nearby 401(k) Plans in North Carolina

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

Vitalsource Technologies LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Vitalsource Technologies LLC 401(k) Plan, Total assets ($B): 0.035349091 · Participants: 314Vitalsource Technologies LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Vitalsource Technologies LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Vitalsource Technologies LLC 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Paladin Technologies 401(k) Plan in MN ($35M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Vitalsource Technologies LLC 401(k) Plan assets move in 2023? ▼
Vitalsource Technologies LLC 401(k) Plan surged - up 57.7% during 2023, from $22M to $35M. Reported net income was $10M.
How have Vitalsource Technologies LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalsource Technologies LLC's sponsor-wide assets grew 108.5%, from $22M to $47M.
Where does Vitalsource Technologies LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Vitalsource Technologies LLC 401(k) Plan ranks in the 81st 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 Vitalsource Technologies LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paladin Technologies 401(k) Plan in MN ($35M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Vitalsource Technologies LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M 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 742719099.

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.