401(k) · DOL Form 5500 · 2023

Vitalmd Group Holding. LLC 401(k) Plan

Data updated 2026-08-25

$316M
Total assets Above avg plan size
2,462
Participants Above avg headcount
96th
Percentile by assets National rank
$128,239
Avg per participant Near avg balance/head
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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.

  • #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.

#17,086
in Healthcare & Social Assistance (17,684 peers)
+21.8%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Vitalmd 401(k) Plan's outsized position by total assets

Vitalmd 401(k) Plan vs every filed plan by assets

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

$315,723,512 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Vitalmd 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitalmd 401(k) Plan lands in the large band (2,462 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 542129332 · Vitalmd Group Holding. LLC PY 2023 · 401(k)

Vitalmd 401(k) Plan · $316M · 2,462 · 96th

  • PHOTO $316M
  • IND 2,462
  • EOY 96th
  • 5500 401(k)
  • ASSETS near Sevita 401(k) Plan
  • PCT ind #17086

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Vitalmd 401(k) Plan in the asset neighbourhood

Retirement Savings Plan$316MShiseido Americas Group Retirement PlanShiseido Americas Group Reti…$316MVitalmd 401(k) Plan$316MSevita 401(k) Plan$316MFrost Brown Todd LLP Retirement Savings PlanFrost Brown Todd LLP Retirem…$315M
End-of-year total assets ($M) among Vitalmd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$259M
Net Assets (End of Year)$316M
Net Income$57M
Employer EIN542129332
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalmd Group Holding. LLC)

Sponsor-wide plan assets over time

All Vitalmd Group Holding. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$372M 43.51762632827038% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $259M $372M ▲ +43.5%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vitalmd 401(k) Plan, Total assets ($B): 0.315723512 · Participants: 2462Vitalmd 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Vitalmd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vitalmd 401(k) Plan side-by-side with 3 peers →

Vitalmd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sevita 401(k) Plan in MA ($316M); by covered participants it is Forterra Building Products Retirement Savings Plan in GA (2,462 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($316M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,462 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.

Frequently Asked Questions

How did Vitalmd 401(k) Plan assets move in 2023? ▼
Vitalmd 401(k) Plan grew sharply - up 21.8% during 2023, from $259M to $316M. Reported net income was $57M.
How have Vitalmd Group Holding. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalmd Group Holding. LLC's sponsor-wide assets grew 43.5%, from $259M to $372M.
Where does Vitalmd 401(k) Plan rank by assets among Form 5500 filers? ▼
Vitalmd 401(k) 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 Vitalmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sevita 401(k) Plan in MA ($316M, 25,967 participants).
Which 401(k) plans cover a similar participant headcount to Vitalmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forterra Building Products Retirement Savings Plan in GA (2,462 participants, $6K in assets).

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 542129332.

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.