Other · DOL Form 5500 · 2023

Vesta Inc Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 214
Participants Below avg headcount: 69th
Percentile by assets National rank: $76,567
Avg per participant Below avg balance/head

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Official DOL plan name: Vesta, Inc. 403(b) Plan · Sponsored by Vesta Inc · Maryland · Healthcare & Social Assistance

$16M in assets, 214 participants

Vesta Inc's Vesta, Inc. 403(b) Plan reported $16M in total assets and 214 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.

#13,049 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Vesta, Inc. 403(b) Plan covers 214 participants in Maryland, about 23% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#13,049
in Healthcare & Social Assistance (17,684 peers): +20.1%
assets growth YoY

Vesta, Inc. 403(b) Plan's outsized position by total assets

Vesta, Inc. 403(b) Plan vs every filed plan by assets

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

$16,385,269 Top 31% higher than 69% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Vesta, Inc. 403(b) 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. Vesta, Inc. 403(b) Plan sits mid-pack in the medium band (214 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Vesta, Inc. 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Vesta, Inc. 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Vesta, Inc. 403(b) Plan reported participants fell from 231 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521275072 · Vesta Inc PY 2023 · Other

Vesta, Inc. 403(b) Plan · $16M · 214 · 69th

IND $16M
IND 214
IND 69th
IND Other
IND near Boys & Girls Clubs of Boston, Inc. 403(b) Plan
IND ind #13049

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 Maryland →

End-of-year total assets ($M) among Vesta, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$16M
Net Income	$3M
Employer EIN	521275072
Plan Effective Date	1995-09-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Vesta Inc)

Latest sponsor-wide plan assets: $15M 6.573062470274964% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	231	$14M
2023	1	214	$16M
2024	1	168	$15M

Nearby Other Plans in Maryland

Peer Other plans, same state, same plan type, ranked by total assets.

Vesta, Inc. 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants

Johns Hopkins University 403(b) Plan $7.8B · 25,369
Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639

Compare Vesta, Inc. 403(b) Plan side-by-side with 3 peers →

Vesta, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Boys & Girls Clubs of Boston, Inc. 403(b) Plan in MA ($16M); by covered participants it is Paideia School Retirement Plan in GA (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Boys & Girls Clubs of Boston, Inc. 403(b) Plan (MA) $16M · 307
Guiding Eyes for the Blind 403(b) Plan (NY) $16M · 165
Missouri Valley College 403(b) DC Plan (MO) $16M · 274
Hospice & Palliative Carecenter 403(b) Retirement Plan (NC) $16M · 355

Similar participant headcount

Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.

Paideia School Retirement Plan (GA) 214 · 0 off
New Horizon Family Health Services, Inc. Retirement Savings Plan (SC) 214 · 0 off
Keuka College Retirement Plan (NY) 214 · 0 off
Portledge School Retirement Plan Ra (NY) 214 · 0 off

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 Vesta, Inc. 403(b) Plan assets move in 2023? ▼

Vesta, Inc. 403(b) Plan grew sharply - up 20.1% during 2023, from $14M to $16M. Reported net income was $3M.

How have Vesta Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Vesta Inc's sponsor-wide assets grew 6.6%, from $14M to $15M.

Which Other plans are similar in size to Vesta, Inc. 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Boys & Girls Clubs of Boston, Inc. 403(b) Plan in MA ($16M, 307 participants).

Which Other plans cover a similar participant headcount to Vesta, Inc. 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Paideia School Retirement Plan in GA (214 participants, $74M 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 521275072.