Other · DOL Form 5500 · 2023

Vital Strategies, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
161
Participants Small participant base
74th
Percentile by assets National rank
$130,410
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vital Strategies, Inc. 403(b) Plan · Sponsored by Vital Strategies, Inc. · New York · Healthcare & Social Assistance

$21M in assets, 161 participants

Vital Strategies, Inc.'s Vital Strategies, Inc. 403(b) Plan reported $21M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,750 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Vital Strategies, Inc. 403(b) Plan covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $21M.

#13,750
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY

Vital Strategies, Inc. 403(b) Plan's outsized position by total assets

Vital Strategies, Inc. 403(b) Plan vs every filed plan by assets

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

$20,996,076 Top 26% higher than 74% 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 Strategies, Inc. 403(b) 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 Strategies, Inc. 403(b) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vital Strategies, Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vital Strategies, Inc. 403(b) Plan reported participants fell from 242 in the plan year 2022 filing to 161 in the plan year 2023 filing.
  • Vital Strategies, Inc. 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223419667 · Vital Strategies, Inc. PY 2023 · Other

Vital Strategies, Inc. 403(b) Plan · $21M · 161 · 74th

  • EBSA $21M
  • EBSA 161
  • EBSA 74th
  • EBSA Other
  • EBSA near Community Counseling of Bristol County, Inc. Savings Plan
  • EBSA ind #13750

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 New York →

Vital Strategies, Inc. 403(b) Plan in the asset neighbourhood

St. George's Independent School 403(b) Retirement PlanSt. George's Independent Sch…$21MVital Strategies, Inc. 403(b) PlanVital Strategies, Inc. 403(b…$21MCommunity Counseling of Bristol County, Inc. Savings PlanCommunity Counseling of Bris…$21MCnfa Retirement Plan$21MAlaska Pacific University Retirement PlanAlaska Pacific University Re…$21M
End-of-year total assets ($M) among Vital Strategies, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN223419667
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vital Strategies, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$26M 53.420381363759695% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $26M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 242 $17M
2023 1 161 $21M
2024 1 175 $26M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Vital Strategies, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Vital Strategies, Inc. 403(b) Plan, Total assets ($B): 0.020996076 · Participants: 161Vital Strategies, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Vital Strategies, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Vital Strategies, Inc. 403(b) Plan side-by-side with 3 peers →

Vital Strategies, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($21M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Strategies, Inc. 403(b) Plan assets move in 2023? ▼
Vital Strategies, Inc. 403(b) Plan grew sharply - up 24.0% during 2023, from $17M to $21M. Reported net income was $4M.
How have Vital Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vital Strategies, Inc.'s sponsor-wide assets grew 53.4%, from $17M to $26M.
Which Other plans are similar in size to Vital Strategies, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($21M, 707 participants).
Which Other plans cover a similar participant headcount to Vital Strategies, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Windward School Defined Contribution Retirement Plan in CA (161 participants, $43M 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 223419667.

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.