401(k) · DOL Form 5500 · 2023

Vestwell Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
259
Participants Below avg headcount
67th
Percentile by assets National rank
$57,351
Avg per participant Low balance/head
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Official DOL plan name: Vestwell Holdings, Inc. 401(k) Plan · Sponsored by Vestwell Holdings, Inc. · New York · Finance & Insurance

$15M in assets, 259 participants

Vestwell Holdings, Inc.'s Vestwell Holdings, Inc. 401(k) Plan reported $15M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,619 in Finance & Insurance (8,869 peers)

Coverage in New York

Vestwell Holdings, Inc. 401(k) Plan covers 259 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $15M.

#4,619
in Finance & Insurance (8,869 peers)
+97.9%
assets growth YoY

Vestwell Holdings, Inc. 401(k) Plan's outsized position by total assets

Vestwell Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$14,853,861 Top 33% higher than 67% 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

Vestwell Holdings, Inc. 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. Vestwell Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vestwell Holdings, Inc. 401(k) Plan reported participants rose from 72 in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • Vestwell Holdings, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Vestwell Holdings, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813062212 · Vestwell Holdings, Inc. PY 2023 · 401(k)

Vestwell Holdings, Inc. 401(k) Plan · $15M · 259 · 67th

  • PART $15M
  • PART 259
  • PART 67th
  • PART 401(k)
  • PART near Huahai US Inc 401(k) P/S Plan
  • PART ind #4619

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 New York →

Vestwell Holdings, Inc. 401(k) Plan in the asset neighbourhood

Pacific Fibre Products, Inc. 401(k) Profit Sharing PlanPacific Fibre Products, Inc.…$15MVestwell Holdings, Inc. 401(k) PlanVestwell Holdings, Inc. 401(…$15MHuahai US Inc 401(k) P/S Plan$15MCurtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. Retireme…$15MHeaton Eye Associates Retirement PlanHeaton Eye Associates Retire…$15M
End-of-year total assets ($M) among Vestwell Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$15M
Net Income$7M
Employer EIN813062212
Plan Effective Date2016-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Vestwell Holdings, Inc.)

Sponsor-wide plan assets over time

All Vestwell Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 216.76263079067377% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $7.51M $23.8M ▲ +216.5%
Year Plans Participants Total Assets
2022 1 72 $8M
2023 1 259 $15M
2024 1 358 $24M

Nearby 401(k) Plans in New York

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

Vestwell Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Vestwell Holdings, Inc. 401(k) Plan, Total assets ($B): 0.014853861 · Participants: 259Vestwell Holdings, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Vestwell Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Vestwell Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Vestwell Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Huahai US Inc 401(k) P/S Plan in NJ ($15M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Vestwell Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Vestwell Holdings, Inc. 401(k) Plan surged - up 97.9% during 2023, from $8M to $15M. Reported net income was $7M.
How have Vestwell Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vestwell Holdings, Inc.'s sponsor-wide assets grew 216.8%, from $8M to $24M.
Which 401(k) plans are similar in size to Vestwell Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huahai US Inc 401(k) P/S Plan in NJ ($15M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Vestwell Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants, N/A 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 813062212.

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.