401(k) · DOL Form 5500 · 2023

VITALANT 401(k) Plan

Data updated 2026-08-25

$376M
Total assets Above avg plan size
4,088
Participants Above avg headcount
97th
Percentile by assets National rank
$92,043
Avg per participant Below avg balance/head
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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.

  • #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.

#17,157
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY
3.8×
vs typical plan assets (national mean)

Vitalant 401(k) Retirement Savings Plan's outsized position by total assets

Vitalant 401(k) Retirement Savings Plan vs every filed plan by assets

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

$376,270,171 Top 3% higher than 97% 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

Vitalant 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitalant 401(k) Retirement Savings Plan lands in the large band (4,088 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860098929 · VITALANT PY 2023 · 401(k)

Vitalant 401(k) Retirement Savings Plan · $376M · 4,088 · 97th

  • 5500 $376M
  • ASSETS 4,088
  • PCT 97th
  • EIN 401(k)
  • RANK near Kennedy Krieger Institute Retirement Savings Plan
  • PHOTO ind #17157

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 →

Vitalant 401(k) Retirement Savings Plan in the asset neighbourhood

Vertex, Inc. 401(k) Plan$376MKennedy Krieger Institute Retirement Savings PlanKennedy Krieger Institute Re…$376MElectrical Construction Industry Annuity PlanElectrical Construction Indu…$376MVitalant 401(k) Retirement Savings PlanVitalant 401(k) Retirement S…$376MHunt Consolidated, Inc. Fidelity Thrift PlanHunt Consolidated, Inc. Fide…$376M
End-of-year total assets ($M) among Vitalant 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$322M
Net Assets (End of Year)$376M
Net Income$55M
Employer EIN860098929
Plan Effective Date2019-01-01
Filing StatusFILING 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
$400M$450M$500M$550M$600M 202220232024 $503M $429M ▼ -14.7%
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 Scatter plot of 6 data points. 0200004000060000 0246 Total assets ($B) Participants Vitalant 401(k) Retirement Savings Plan, Total assets ($B): 0.376270171 · Participants: 4088Vitalant 401(k) Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Vitalant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Vitalant 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Kennedy Krieger Institute Retirement Savings Plan in MD ($376M); by covered participants it is Cdk Global 401(k)Plan in TX (4,090 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($376M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,088 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 Vitalant 401(k) Retirement Savings Plan assets move in 2023? ▼
Vitalant 401(k) Retirement Savings Plan grew sharply - up 17.0% during 2023, from $322M to $376M. Reported net income was $55M.
How have VITALANT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), VITALANT's sponsor-wide assets declined 14.7%, from $503M to $429M.
Where does Vitalant 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Vitalant 401(k) Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Vitalant 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kennedy Krieger Institute Retirement Savings Plan in MD ($376M, 2,606 participants).
Which 401(k) plans cover a similar participant headcount to Vitalant 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cdk Global 401(k)Plan in TX (4,090 participants, $705M 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 860098929.

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.