401(k) · DOL Form 5500 · 2023

Vistra USA Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
113
Participants Small participant base
69th
Percentile by assets National rank
$145,472
Avg per participant Above avg balance/head
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Official DOL plan name: Vistra USA Inc., 401(k) Plan · Sponsored by Vistra USA Inc. · Massachusetts · Professional & Technical Services

$16M in assets, 113 participants

Vistra USA Inc.'s Vistra USA Inc., 401(k) Plan reported $16M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,892 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Vistra USA Inc., 401(k) Plan covers 113 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#13,892
in Professional & Technical Services (20,321 peers)
+32.2%
assets growth YoY

Vistra USA Inc., 401(k) Plan's outsized position by total assets

Vistra USA Inc., 401(k) Plan vs every filed plan by assets

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

$16,438,287 Top 31% higher than 69% 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

Vistra USA 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. Vistra USA Inc., 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vistra USA Inc., 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vistra USA Inc., 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Vistra USA Inc., 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 331226448 · Vistra USA Inc. PY 2023 · 401(k)

Vistra USA Inc., 401(k) Plan · $16M · 113 · 69th

  • RANK $16M
  • PHOTO 113
  • IND 69th
  • EOY 401(k)
  • 5500 near Van Beurden Insurance Services, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #13892

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Vistra USA Inc., 401(k) Plan in the asset neighbourhood

Vistra USA Inc., 401(k) Plan$16MVan Beurden Insurance Services, Inc. 401(k) Profit Sharing PlanVan Beurden Insurance Servic…$16MBlackburn, Childers & Steagall 401(k) Profit Sharing PlanBlackburn, Childers & Steaga…$16MGood Samaritan Hospital Association 401(k) PlanGood Samaritan Hospital Asso…$16MAssociated Ready Mixed Concrete, Inc. 401(k) PlanAssociated Ready Mixed Concr…$16M
End-of-year total assets ($M) among Vistra USA Inc., 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN331226448
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistra USA Inc.)

Sponsor-wide plan assets over time

All Vistra USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 53.9648816369748% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $12.4M $19.1M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 113 $16M
2024 1 122 $19M

Nearby 401(k) Plans in Massachusetts

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

Vistra USA Inc., 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Vistra USA Inc., 401(k) Plan, Total assets ($B): 0.016438287 · Participants: 113Vistra USA Inc., 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Vistra USA Inc., 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Vistra USA Inc., 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Van Beurden Insurance Services, Inc. 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Vistra USA Inc., 401(k) Plan assets move in 2023? ▼
Vistra USA Inc., 401(k) Plan surged - up 32.2% during 2023, from $12M to $16M. Reported net income was $4M.
How have Vistra USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vistra USA Inc.'s sponsor-wide assets grew 54.0%, from $12M to $19M.
Which 401(k) plans are similar in size to Vistra USA Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Van Beurden Insurance Services, Inc. 401(k) Profit Sharing Plan in CA ($16M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Vistra USA Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 331226448.

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.