401(k) · DOL Form 5500 · 2024
Vitasana, Inc. Retirement Plan
Data updated 2026-05-15
- $962K
- Total assets
- 14
- Participants
- 23rd
- Percentile by assets
- $68,686
- Avg per participant
Sponsored by Vitasana, Inc. · Colorado · Healthcare & Social Assistance
What the 2024 filing shows
Vitasana, Inc. Retirement Plan holds $962K for 14 participants - about $68,686 per participant, among the smaller plans by assets on file, down 30.9% over the 2024 plan year.
- $962K
- total plan assets (2024 EOY)
- 14
- covered participants
- 23rd
- percentile by assets (of 116,472 plans)
- $68,686
- avg assets per participant
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.
401(k) · DOL Form 5500 · 2024
What the Filing Says About Vitasana, Inc. Retirement Plan
Vitasana, Inc. Retirement Plan is a 401(k) retirement plan sponsored by Vitasana, Inc., headquartered in Colorado. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $962K in total end-of-year assets and covers 14 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 463356677, and the plan has been effective since 2013-08-19. Its filing status is currently FILING RECEIVED.
Year over year, total assets contracted severely from $1M at the beginning of 2024 to $962K at year-end - down 30.9%. Net assets (after liabilities) closed the year at $962K, with reported net income of -$431K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Vitasana, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $1M to $962K, a decline of 33.5%, while reported participants moved from 11 to 14 (+27.3%). The strongest year on file by total sponsor assets was 2022 at $1M; the softest was 2024 at $962K. Year-by-year, sponsor-wide filings show: 2022 - $1M in assets across 1 plan covering 11 participants; 2023 - $1M in assets across 1 plan covering 15 participants; 2024 - $962K in assets across 1 plan covering 14 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Vitasana, Inc. Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Total Assets (End of Year) | $962K |
| Net Assets (End of Year) | $962K |
| Net Income | -$431K |
| Plan Type | 401(k) |
| Employer EIN | 463356677 |
| Plan Effective Date | 2013-08-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vitasana, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $1M |
| 2023 | 1 | 15 | $1M |
| 2024 | 1 | 14 | $962K |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
- Nutrien 401(k) Retirement Plan $2.0B · 12,388
Frequently Asked Questions
How much money is in the Vitasana, Inc. Retirement Plan? ▼
What type of plan is Vitasana, Inc. Retirement Plan? ▼
Who sponsors the Vitasana, Inc. Retirement Plan? ▼
How did Vitasana, Inc. Retirement Plan perform in 2024? ▼
What this filing means
Ways to act on Vitasana, Inc. Retirement Plan's numbers.
- By total assets, Vitasana, Inc. Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Colorado. Compare plans
- Vitasana, Inc.'s sponsor-wide assets have declined 33.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.