Profit Sharing · DOL Form 5500 · 2024

Vitasana, Inc. Profit Sharing Plan

Data updated 2026-08-25

$962K
Total assets Small plan by assets
14
Participants Small participant base
23rd
Percentile by assets National rank
$68,686
Avg per participant Below avg balance/head
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Official DOL plan name: Vitasana, Inc. Retirement Plan · Sponsored by Vitasana, Inc. · Colorado · Healthcare & Social Assistance

$962K in assets, 14 participants

Vitasana, Inc.'s Vitasana, Inc. Retirement Plan reported $962K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,157 in Healthcare & Social Assistance (16,916 peers)

Vitasana, Inc. multi-year trail

Vitasana, Inc.'s plans moved -33.5% in assets from 2022 to 2024; this filing shows Vitasana, Inc. Retirement Plan at $962K / 14 participants.

#3,157
in Healthcare & Social Assistance (16,916 peers)
-30.9%
assets change YoY

The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vitasana, Inc. Retirement Plan among the smaller filed plans by assets

Vitasana, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$961,597 23rd percentile higher than 23% of 123,620 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 2024

Vitasana, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitasana, Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vitasana, Inc. Retirement Plan reported net income fell from -$54K in the plan year 2023 filing to -$431K in the plan year 2024 filing.
  • Vitasana, Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $962K in the plan year 2024 filing.
  • Vitasana, Inc. Retirement Plan reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 463356677 · Vitasana, Inc. PY 2024 · Profit Sharing

Vitasana, Inc. Retirement Plan · $962K · 14 · 23rd

  • NET $962K
  • NET 14
  • NET 23rd
  • NET Profit Sharing
  • NET near Jose M. Toledo De Jesus Retirement Plan
  • NET ind #3157

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 Colorado →

Vitasana, Inc. Retirement Plan in the asset neighbourhood

Vitasana, Inc. Retirement PlanVitasana, Inc. Retirement Pl…$962KJose M. Toledo De Jesus Retirement PlanJose M. Toledo De Jesus Reti…$962KJumpstart Corporation Retirement PlanJumpstart Corporation Retire…$961KJorge Eusebio Ruiz Diaz Retirement PlanJorge Eusebio Ruiz Diaz Reti…$961KShelly Enterprises, Inc. Profit Sharing PlanShelly Enterprises, Inc. Pro…$961K
End-of-year total assets ($M) among Vitasana, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Vitasana, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vitasana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$962K 33.52663850849238% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.45M $0.96M ▼ -33.8%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 15 $1M
2024 1 14 $962K

Vitasana, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$962K
Net Income-$431K
Employer EIN463356677
Plan Effective Date2013-08-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Vitasana, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Vitasana, Inc. Retirement Plan, Total assets ($M): 0.961597 · Participants: 14Vitasana, Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Vitasana, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Vitasana, Inc. Retirement Plan side-by-side with 3 peers →

Vitasana, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Jose M. Toledo De Jesus Retirement Plan in PR ($962K); by covered participants it is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vitasana, Inc. Retirement Plan assets move in 2024? ▼
Vitasana, Inc. Retirement Plan contracted severely - down 30.9% during 2024, from $1M to $962K. Reported net income was -$431K.
How have Vitasana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitasana, Inc.'s sponsor-wide assets declined 33.5%, from $1M to $962K.
Where does Vitasana, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Vitasana, Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Vitasana, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose M. Toledo De Jesus Retirement Plan in PR ($962K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Vitasana, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463356677.

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.