401(k) · DOL Form 5500 · 2023

Virtus Investment Partners, Inc. 401(k) Plan

Data updated 2026-08-11

$277M
Total assets: 718
Participants: 96th
Percentile by assets: $385,638
Avg per participant

Official DOL plan name: Virtus Investment Partners, Inc. Savings and Investment Plan · Sponsored by Virtus Investment Partners, Inc. · Connecticut · Finance & Insurance

$277M in assets, 718 participants

Virtus Investment Partners, Inc.'s Virtus Investment Partners, Inc. Savings and Investment Plan reported $277M in total assets and 718 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,267 in Finance & Insurance (8,869 peers)

Where Virtus Investment Partners, Inc. Savings and Investment Plan sits by assets

Virtus Investment Partners, Inc. Savings and Investment Plan sits in the top 5% of all filed plans by assets, $277M for 718 participants (~$385,638/participant), up 28.3% in 2023.

$277M
total plan assets (2023 EOY): 718
covered participants: 96th
percentile by assets (of 127,072 plans): $385,638
avg assets per participant

Virtus Investment Partners, Inc. Savings and Investment Plan reported net income rose from -$27M in the plan year 2022 filing to $61M in the plan year 2023 filing.
Virtus Investment Partners, Inc. Savings and Investment Plan end-of-year assets rose from $216M in the plan year 2022 filing to $277M in the plan year 2023 filing.
Virtus Investment Partners, Inc. Savings and Investment Plan reported participants rose from 624 in the plan year 2022 filing to 718 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Connecticut

Industry

Finance & Insurance

Virtus Investment Partners, Inc. Savings and Investment Plan vs the 2023 asset distribution

By assets, Virtus Investment Partners, Inc. Savings and Investment Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$216M
Net Assets (End of Year)	$277M
Net Income	$61M
Employer EIN	954191764
Plan Effective Date	2008-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Virtus Investment Partners, Inc.)

Total plan assets by year, all Virtus Investment Partners, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	624	$216M
2023	1	718	$277M
2024	1	771	$330M

Nearby 401(k) Plans in Connecticut

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

Virtus Investment Partners, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Virtus Investment Partners, Inc. Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Virtus Investment Partners, Inc. Savings and Investment Plan by total assets, not by location.

Sura/Jefferson Science Associates 401(k) Plan (DC) $277M · 944
Life Time and Its Affiliates 401(k) Plan (MN) $277M · 23,608
Vegetation and Utility Services Employees 401(k) Savings Plan (PA) $277M · 24,654
Bsh Home Appliances Corporation 401(k) Savings and Retirement Plan (CA) $277M · 2,568

Frequently Asked Questions

How did Virtus Investment Partners, Inc. Savings and Investment Plan assets move in 2023? ▼

Virtus Investment Partners, Inc. Savings and Investment Plan grew sharply - up 28.3% during 2023, from $216M to $277M. Reported net income was $61M.

How have Virtus Investment Partners, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Virtus Investment Partners, Inc.'s sponsor-wide assets grew 52.9%, from $216M to $330M.

Where does Virtus Investment Partners, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼

Virtus Investment Partners, Inc. Savings and Investment Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Virtus Investment Partners, Inc. Savings and Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sura/Jefferson Science Associates 401(k) Plan in DC ($277M, 944 participants).

Next read for Virtus Investment Partners, Inc. Savings…

Scale reading

Ways to act on Virtus Investment Partners, Inc. Savings and Investment Plan's numbers.

By total assets, Virtus Investment Partners, Inc. Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
Virtus Investment Partners, Inc.'s sponsor-wide assets have grown 52.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 954191764.