401(k) · DOL Form 5500 · 2023
Vivent Health 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 422
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $69,248
- Avg per participant Below avg balance/head
Official DOL plan name: Vivent Health 401(k) Plan · Sponsored by Vivent Health · Wisconsin · Healthcare & Social Assistance
$29M in assets, 422 participants
Vivent Health's Vivent Health 401(k) Plan reported $29M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,513 in Healthcare & Social Assistance (17,684 peers)
Where Vivent Health 401(k) Plan sits by assets
Vivent Health 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 422 participants (~$69,248/participant), up 37.6% in 2023.
- #14,513
- in Healthcare & Social Assistance (17,684 peers)
- +37.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Vivent Health 401(k) Plan's outsized position by total assets
Vivent Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,222,495 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Vivent Health 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. Vivent Health 401(k) Plan sits mid-pack in the medium band (422 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vivent Health 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Vivent Health 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391534049 · Vivent Health PY 2023 · 401(k)
Vivent Health 401(k) Plan · $29M · 422 · 79th
- PCT $29M
- PCT 422
- PCT 79th
- PCT 401(k)
- PCT near Patreon 401(k) Plan
- PCT ind #14513
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 Wisconsin →
Vivent Health 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $7M |
| Employer EIN | 391534049 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vivent Health)
Sponsor-wide plan assets over time
All Vivent Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 63.703229901222905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 422 | $21M |
| 2023 | 1 | 422 | $29M |
| 2024 | 1 | 548 | $35M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Vivent Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Patreon 401(k) Plan in CA ($29M); by covered participants it is Kiel Center 401(k) Plan in MO (422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Patreon 401(k) Plan (CA) $29M · 341
- Arrowhead Central Credit Union 401(k) Plan (CA) $29M · 481
- Ascent Industries Co. 401(k) Plan (IL) $29M · 316
- Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan (CA) $29M · 157
Similar participant headcount
Nearest other-state filings by covered participants (422 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.