401(k) · DOL Form 5500 · 2023
Vita-Mix Holdings Company 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 752
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $97,206
- Avg per participant Below avg balance/head
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.
- #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.
- #15,660
- in Manufacturing (18,722 peers)
- +20.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Vita-Mix Companies 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Vita-Mix Companies 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. Vita-Mix Companies 401(k) Plan sits mid-pack in the medium band (752 participants).
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.
Form 5500 schedule snapshot
Filing strip 340084909 · Vita-Mix Holdings Company PY 2023 · 401(k)
Vita-Mix Companies 401(k) Plan · $73M · 752 · 89th
- EOY $73M
- EOY 752
- EOY 89th
- EOY 401(k)
- EOY near Bragg Investment Company, Inc. Employee Savings Plan
- EOY ind #15660
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 Manufacturing retirement plans → · Plans in Ohio →
Vita-Mix Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $13M |
| Employer EIN | 340084909 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vita-Mix Holdings Company)
Sponsor-wide plan assets over time
All Vita-Mix Holdings Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 26.743703735620684% vs 2022
- 2024 filing year
| 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.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Vita-Mix Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Bragg Investment Company, Inc. Employee Savings Plan in CA ($73M); by covered participants it is K.L.N. Enterprises, Inc. 401(k) Salary Reduction Plan and Trust in MN (752 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- Bragg Investment Company, Inc. Employee Savings Plan (CA) $73M · 760
- Curtis, Mallet-Prevost, Colt & Mosle LLP 401(k) Plan for Associates, Staff and Partners (NY) $73M · 146
- Hutchinson Health Retirement Savings Plan (MN) $73M · 666
- Billy Graham Evangelistic Association 401(k) Retirement Plan (NC) $73M · 602
Similar participant headcount
Nearest other-state filings by covered participants (752 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.