401(k) · DOL Form 5500 · 2023

Vytalogy Wellness LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
689
Participants Below avg headcount
79th
Percentile by assets National rank
$43,646
Avg per participant Low balance/head
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Official DOL plan name: Vytalogy Wellness 401(k) Plan · Sponsored by Vytalogy Wellness LLC · California · Wholesale Trade

$30M in assets, 689 participants

Vytalogy Wellness LLC's Vytalogy Wellness 401(k) Plan reported $30M in total assets and 689 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.

  • #4,953 in Wholesale Trade (6,309 peers)

Where Vytalogy Wellness 401(k) Plan sits by assets

Vytalogy Wellness 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 689 participants (~$43,646/participant), up 33.9% in 2023.

#4,953
in Wholesale Trade (6,309 peers)
+33.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vytalogy Wellness 401(k) Plan's outsized position by total assets

Vytalogy Wellness 401(k) Plan vs every filed plan by assets

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

$30,072,199 Top 21% higher than 79% 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

Vytalogy Wellness 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. Vytalogy Wellness 401(k) Plan sits mid-pack in the medium band (689 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vytalogy Wellness 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vytalogy Wellness 401(k) Plan reported participants rose from 192 in the plan year 2022 filing to 689 in the plan year 2023 filing.
  • Vytalogy Wellness 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 872880197 · Vytalogy Wellness LLC PY 2023 · 401(k)

Vytalogy Wellness 401(k) Plan · $30M · 689 · 79th

  • PCT $30M
  • EIN 689
  • RANK 79th
  • PHOTO 401(k)
  • IND near First Watch 401(k) Saving Plans
  • EOY ind #4953

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 Wholesale Trade retirement plans → · Plans in California →

Vytalogy Wellness 401(k) Plan in the asset neighbourhood

Physicians Insurance 401(k) PlanPhysicians Insurance 401(k) …$30MShowplace Wood Products, Inc. 401(k) Retirement PlanShowplace Wood Products, Inc…$30MVytalogy Wellness 401(k) Plan$30MFirst Watch 401(k) Saving PlansFirst Watch 401(k) Saving Pl…$30MFema Corp. of Michigan, Inc Ps Ret PlanFema Corp. of Michigan, Inc …$30M
End-of-year total assets ($M) among Vytalogy Wellness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN872880197
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vytalogy Wellness LLC)

Sponsor-wide plan assets over time

All Vytalogy Wellness LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 56.747958098088844% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.5M $35.2M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 192 $22M
2023 1 689 $30M
2024 1 704 $35M

Nearby 401(k) Plans in California

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

Vytalogy Wellness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vytalogy Wellness 401(k) Plan, Total assets ($B): 0.030072199 · Participants: 689Vytalogy Wellness 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Vytalogy Wellness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vytalogy Wellness 401(k) Plan side-by-side with 3 peers →

Vytalogy Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Watch 401(k) Saving Plans in FL ($30M); by covered participants it is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (689 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 Vytalogy Wellness 401(k) Plan assets move in 2023? ▼
Vytalogy Wellness 401(k) Plan surged - up 33.9% during 2023, from $22M to $30M. Reported net income was $8M.
How have Vytalogy Wellness LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vytalogy Wellness LLC's sponsor-wide assets grew 56.7%, from $22M to $35M.
Where does Vytalogy Wellness 401(k) Plan rank by assets among Form 5500 filers? ▼
Vytalogy Wellness 401(k) Plan ranks in the 79th 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 Vytalogy Wellness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Watch 401(k) Saving Plans in FL ($30M, 9,185 participants).
Which 401(k) plans cover a similar participant headcount to Vytalogy Wellness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants, $21M 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 872880197.

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.