Defined Benefit (Pension) · DOL Form 5500 · 2023

Vizient, Inc. Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
224
Participants Below avg headcount
86th
Percentile by assets National rank
$244,138
Avg per participant Above avg balance/head
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Official DOL plan name: Vizient Retirement Plan · Sponsored by Vizient, Inc. · Texas · Other Services

$55M in assets, 224 participants

Vizient, Inc.'s Vizient Retirement Plan reported $55M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,385 in Other Services (7,857 peers)

Coverage in Texas

Vizient Retirement Plan covers 224 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $55M.

#7,385
in Other Services (7,857 peers)
-22.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vizient Retirement Plan's outsized position by total assets

Vizient Retirement Plan vs every filed plan by assets

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

$54,686,835 Top 14% higher than 86% 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

Vizient Retirement 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. Vizient Retirement Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vizient Retirement Plan reported net income rose from -$69M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Vizient Retirement Plan end-of-year assets fell from $71M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Vizient Retirement Plan reported participants fell from 237 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 382182248 · Vizient, Inc. PY 2023 · Defined Benefit (Pension)

Vizient Retirement Plan · $55M · 224 · 86th

  • BOOK $55M
  • VS-ST 224
  • BOY 86th
  • SCH Defined Benefit (Pension)
  • EBSA near Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan
  • PART ind #7385

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 Other Services retirement plans → · Plans in Texas →

Vizient Retirement Plan in the asset neighbourhood

Retirement Plan for Salaried Employees of Rayonier Inc.Retirement Plan for Salaried…$55MChristian Labor Assn Pension Trust Defined Benefit PlanChristian Labor Assn Pension…$55MCleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance PlanCleary Gottlieb Steen & Hami…$55MVizient Retirement Plan$55MSecurity Mutual Life Ins Co of Ny Home Office & Affiliates Pension PlanSecurity Mutual Life Ins Co …$55M
End-of-year total assets ($M) among Vizient Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$55M
Net Income-$16M
Employer EIN382182248
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vizient, Inc.)

Sponsor-wide plan assets over time

All Vizient, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 21.29214452833311% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.92B $1.11B ▲ +20.7%
Year Plans Participants Total Assets
2022 2 4,153 $918M
2023 2 4,825 $1.1B
2024 2 4,767 $1.1B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Vizient Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vizient Retirement Plan, Total assets ($B): 0.054686835 · Participants: 224Vizient Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Vizient Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Vizient Retirement Plan side-by-side with 3 peers →

Vizient Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan in NY ($55M); by covered participants it is Willkie Farr & Gallagher LLP Partner Pension Plan in NY (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Vizient Retirement Plan assets move in 2023? ▼
Vizient Retirement Plan declined sharply - down 22.8% during 2023, from $71M to $55M. Reported net income was -$16M.
How have Vizient, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vizient, Inc.'s sponsor-wide assets grew 21.3%, from $918M to $1.1B.
Where does Vizient Retirement Plan rank by assets among Form 5500 filers? ▼
Vizient Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Vizient Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan in NY ($55M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vizient Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Willkie Farr & Gallagher LLP Partner Pension Plan in NY (224 participants, $102M 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 382182248.

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.