401(k) · DOL Form 5500 · 2023
Vitalmd Group Holding. LLC 401(k) Plan
Data updated 2026-08-11
- $316M
- Total assets
- 2,462
- Participants
- 96th
- Percentile by assets
- $128,239
- Avg per participant
Official DOL plan name: Vitalmd 401(k) Plan · Sponsored by Vitalmd Group Holding. LLC · Florida · Healthcare & Social Assistance
$316M in assets, 2,462 participants
Vitalmd Group Holding. LLC's Vitalmd 401(k) Plan reported $316M in total assets and 2,462 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)
- #17,086 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Vitalmd 401(k) Plan covers 2,462 participants in Florida, 3.9x the typical Florida plan (state average ~628 per filing). Assets: $316M.
- $316M
- total plan assets (2023 EOY)
- 2,462
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $128,239
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vitalmd 401(k) Plan reported net income rose from -$40M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Vitalmd 401(k) Plan end-of-year assets rose from $259M in the plan year 2022 filing to $316M in the plan year 2023 filing.
- Vitalmd 401(k) Plan reported participants rose from 2,417 in the plan year 2022 filing to 2,462 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Vitalmd 401(k) Plan reports 2,462 participants - 3.9x that state average ($316M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $259M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $57M |
| Employer EIN | 542129332 |
| Plan Effective Date | 2004-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vitalmd Group Holding. LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,417 | $259M |
| 2023 | 1 | 2,462 | $316M |
| 2024 | 1 | 2,622 | $372M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Vitalmd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Vitalmd 401(k) Plan by total assets, not by location.
- Sevita 401(k) Plan (MA) $316M · 25,967
- Shiseido Americas Group Retirement Plan (NY) $316M · 1,723
- Retirement Savings Plan (CT) $316M · 2,389
- Frost Brown Todd LLP Retirement Savings Plan (KY) $315M · 658
Frequently Asked Questions
How did Vitalmd 401(k) Plan assets move in 2023? ▼
How have Vitalmd Group Holding. LLC plan assets changed over time? ▼
Where does Vitalmd 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Vitalmd 401(k) Plan? ▼
Next read for Vitalmd 401(k) Plan
Filing takeaways
Ways to act on Vitalmd 401(k) Plan's numbers.
- By total assets, Vitalmd 401(k) 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 Florida. Compare plans
- Vitalmd Group Holding. LLC's sponsor-wide assets have grown 43.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans