401(k) · DOL Form 5500 · 2024
Vitalsmarts, Lc 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 184
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $122,791
- Avg per participant Near avg balance/head
Official DOL plan name: Vitalsmarts 401(k) Plan · Sponsored by Vitalsmarts, Lc · Utah · Educational Services
$23M in assets, 184 participants
Vitalsmarts, Lc's Vitalsmarts 401(k) Plan reported $23M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,030 in Educational Services (3,638 peers)
Coverage in Utah
Vitalsmarts 401(k) Plan covers 184 participants in Utah, about 31% of the average Utah filer (state average ~592 per filing). Assets: $23M.
- #2,030
- in Educational Services (3,638 peers)
- +19.6%
- assets growth YoY
Vitalsmarts 401(k) Plan's outsized position by total assets
Vitalsmarts 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,593,614 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vitalsmarts 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitalsmarts 401(k) Plan sits mid-pack in the medium band (184 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vitalsmarts 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Vitalsmarts 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Vitalsmarts 401(k) Plan reported participants rose from 167 in the plan year 2023 filing to 184 in the plan year 2024 filing.
DOL schedule card
Filing strip 870664848 · Vitalsmarts, Lc PY 2024 · 401(k)
Vitalsmarts 401(k) Plan · $23M · 184 · 73rd
- RANK $23M
- RANK 184
- RANK 73rd
- RANK 401(k)
- RANK near C.S.B. Co. 401(k) Plan
- RANK ind #2030
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 Educational Services retirement plans → · Plans in Utah →
Vitalsmarts 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 870664848 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vitalsmarts, Lc)
Sponsor-wide plan assets over time
All Vitalsmarts, Lc plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 61.36199160980441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $14M |
| 2023 | 1 | 167 | $19M |
| 2024 | 1 | 184 | $23M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Vitalsmarts 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is C.S.B. Co. 401(k) Plan in NE ($23M); by covered participants it is Tusimple 401(k) Plan in CA (184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- C.S.B. Co. 401(k) Plan (NE) $23M · 91
- Highline Grain Growers, Inc. 401(k) Plan (WA) $23M · 100
- Mosaic 401(k) Plan (WA) $23M · 116
- Kitson & Partners Management Services, Inc. 401(k) Plan (FL) $23M · 196
Similar participant headcount
Nearest other-state filings by covered participants (184 participants); asset peers above are excluded.
- Tusimple 401(k) Plan (CA) 184 · 0 off
- Onshift 401(k) Plan (OH) 184 · 0 off
- Gstek 401(k) Plan (VA) 184 · 0 off
- Contrast Security 401(k) Plan (CA) 184 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.