401(k) · DOL Form 5500 · 2023

Vita-Mix Holdings Company 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
752
Participants
89th
Percentile by assets
$97,206
Avg per participant
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Official DOL plan name: Vita-Mix Companies 401(k) Plan · Sponsored by Vita-Mix Holdings Company · Ohio · Manufacturing

$73M in assets, 752 participants

Vita-Mix Holdings Company's Vita-Mix Companies 401(k) Plan reported $73M in total assets and 752 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #15,660 in Manufacturing (18,722 peers)

Where Vita-Mix Companies 401(k) Plan sits by assets

Vita-Mix Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 752 participants (~$97,206/participant), up 20.8% in 2023.

$73M
total plan assets (2023 EOY)
752
covered participants
89th
percentile by assets (of 127,072 plans)
$97,206
avg assets per participant

Where Vita-Mix Companies 401(k) Plan sits by total assets

Vita-Mix Companies 401(k) Plan vs every filed plan by assets

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

$73,099,020 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vita-Mix Companies 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Vita-Mix Companies 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Vita-Mix Companies 401(k) Plan reported participants fell from 833 in the plan year 2022 filing to 752 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Manufacturing

Vita-Mix Companies 401(k) Plan vs the 2023 asset distribution

By assets, Vita-Mix Companies 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$73M
Net Income$13M
Employer EIN340084909
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vita-Mix Holdings Company)

$55M$60M$65M$70M$75M$80M 202220232024 $60.5M $76.7M ▲ +26.7%
Total plan assets by year, all Vita-Mix Holdings Company plans on file
Year Plans Participants Total Assets
2022 1 833 $61M
2023 1 752 $73M
2024 1 701 $77M

Nearby 401(k) Plans in Ohio

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

Vita-Mix Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Vita-Mix Companies 4…, Total assets ($B): 0.07309902 · Participants: 752Vita-Mix Companies 4…GE Retirement Saving…, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Saving…The Sherwin-Williams…, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings P…
Vita-Mix Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Vita-Mix Companies 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Vita-Mix Companies 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Vita-Mix Companies 401(k) Plan assets move in 2023? ▼
Vita-Mix Companies 401(k) Plan grew sharply - up 20.8% during 2023, from $61M to $73M. Reported net income was $13M.
How have Vita-Mix Holdings Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vita-Mix Holdings Company's sponsor-wide assets grew 26.7%, from $61M to $77M.
Where does Vita-Mix Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Vita-Mix Companies 401(k) Plan ranks in the 89th 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 Vita-Mix Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bragg Investment Company, Inc. Employee Savings Plan in CA ($73M, 760 participants).

Next read for Vita-Mix Companies 401(k) Plan

Scale reading

Ways to act on Vita-Mix Companies 401(k) Plan's numbers.

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 340084909.

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.