401(k) · DOL Form 5500 · 2023
Virtus Investment Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 718
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $385,638
- Avg per participant High balance/head
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.
- #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.
- #8,267
- in Finance & Insurance (8,869 peers)
- +28.3%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Virtus Investment Partners, Inc. Savings and Investment Plan's outsized position by total assets
Virtus Investment Partners, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$276,888,093 Top 4% higher than 96% 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
Virtus Investment Partners, Inc. Savings and Investment 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. Virtus Investment Partners, Inc. Savings and Investment Plan sits mid-pack in the medium band (718 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
DOL schedule card
Filing strip 954191764 · Virtus Investment Partners, Inc. PY 2023 · 401(k)
Virtus Investment Partners, Inc. Savings and Investment Plan · $277M · 718 · 96th
- BOY $277M
- SCH 718
- EBSA 96th
- PART 401(k)
- TYPE near Sura/Jefferson Science Associates 401(k) Plan
- NET ind #8267
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Virtus Investment Partners, Inc. Savings and Investment Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Virtus Investment Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $330M 52.902943363687996% vs 2022
- 2024 filing year
| 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.
- 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
Virtus Investment Partners, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Sura/Jefferson Science Associates 401(k) Plan in DC ($277M); by covered participants it is Tavistock 401(k) Plan in FL (718 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (718 participants); asset peers above are excluded.
- Tavistock 401(k) Plan (FL) 718 · 0 off
- Tech-Etch, Inc. 401(k) Plan (MA) 718 · 0 off
- Blackstone Imc Holdings Q L.L.C. 401(k) Plan (NV) 718 · 0 off
- Jim Beam Brands Company Union 401(k) Plan (IL) 718 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.