401(k) · DOL Form 5500 · 2023
VITALANT 401(k) Plan
Data updated 2026-08-11
- $376M
- Total assets
- 4,088
- Participants
- 97th
- Percentile by assets
- $92,043
- Avg per participant
Official DOL plan name: Vitalant 401(k) Retirement Savings Plan · Sponsored by VITALANT · Arizona · Healthcare & Social Assistance
$376M in assets, 4,088 participants
VITALANT's Vitalant 401(k) Retirement Savings Plan reported $376M in total assets and 4,088 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,157 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Vitalant 401(k) Retirement Savings Plan covers 4,088 participants in Arizona, 7.3x the typical Arizona plan (state average ~564 per filing). Assets: $376M.
- $376M
- total plan assets (2023 EOY)
- 4,088
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $92,043
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vitalant 401(k) Retirement Savings Plan reported net income rose from -$55M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Vitalant 401(k) Retirement Savings Plan end-of-year assets rose from $322M in the plan year 2022 filing to $376M in the plan year 2023 filing.
- Vitalant 401(k) Retirement Savings Plan reported participants rose from 3,863 in the plan year 2022 filing to 4,088 in the plan year 2023 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Vitalant 401(k) Retirement Savings Plan reports 4,088 participants - 7.3x that state average ($376M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $322M |
|---|---|
| Net Assets (End of Year) | $376M |
| Net Income | $55M |
| Employer EIN | 860098929 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VITALANT)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,883 | $503M |
| 2023 | 2 | 5,044 | $561M |
| 2024 | 1 | 4,161 | $429M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Vitalant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Vitalant 401(k) Retirement Savings Plan by total assets, not by location.
- Kennedy Krieger Institute Retirement Savings Plan (MD) $376M · 2,606
- Electrical Construction Industry Annuity Plan (WI) $376M · 3,308
- Hunt Consolidated, Inc. Fidelity Thrift Plan (TX) $376M · 897
- Vertex, Inc. 401(k) Plan (PA) $376M · 1,299
Frequently Asked Questions
How did Vitalant 401(k) Retirement Savings Plan assets move in 2023? ▼
How have VITALANT plan assets changed over time? ▼
Where does Vitalant 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Vitalant 401(k) Retirement Savings Plan? ▼
Next read for Vitalant 401(k) Retirement Savings Plan
Filing takeaways
Ways to act on Vitalant 401(k) Retirement Savings Plan's numbers.
- By total assets, Vitalant 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- VITALANT's sponsor-wide assets have declined 14.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans