Other · DOL Form 5500 · 2024

Versiti, Inc. Retirement Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
410
Participants Below avg headcount
90th
Percentile by assets National rank
$232,903
Avg per participant Above avg balance/head
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Official DOL plan name: Versiti 403(b) Retirement Plan · Sponsored by Versiti, Inc. · Wisconsin · Healthcare & Social Assistance

$95M in assets, 410 participants

Versiti, Inc.'s Versiti 403(b) Retirement Plan reported $95M in total assets and 410 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,443 in Healthcare & Social Assistance (16,916 peers)

Where Versiti 403(b) Retirement Plan sits by assets

Versiti 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $95M for 410 participants (~$232,903/participant), up 2.8% in 2024.

#15,443
in Healthcare & Social Assistance (16,916 peers)
+2.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Versiti 403(b) Retirement Plan's outsized position by total assets

Versiti 403(b) Retirement Plan vs every filed plan by assets

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

$95,490,200 Top 10% higher than 90% 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

Versiti 403(b) Retirement 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. Versiti 403(b) Retirement Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Versiti 403(b) Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Versiti 403(b) Retirement Plan reported participants fell from 439 in the plan year 2023 filing to 410 in the plan year 2024 filing.
  • Versiti 403(b) Retirement Plan end-of-year assets rose from $93M in the plan year 2023 filing to $95M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 454675354 · Versiti, Inc. PY 2024 · Other

Versiti 403(b) Retirement Plan · $95M · 410 · 90th

  • SCH $95M
  • SCH 410
  • SCH 90th
  • SCH Other
  • SCH near The Trust for Public Land Tax-Deferred Retirement Plan
  • SCH ind #15443

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 Wisconsin →

Versiti 403(b) Retirement Plan in the asset neighbourhood

Charles E. Smith Jewish Day School Defined Contribution PlanCharles E. Smith Jewish Day …$96MHendrix College Defined Contribution Retirement PlanHendrix College Defined Cont…$96MVersiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$95MThe Trust for Public Land Tax-Deferred Retirement PlanThe Trust for Public Land Ta…$95MThe University of the Arts Defined Contribution Retirement PlanThe University of the Arts D…$95M
End-of-year total assets ($M) among Versiti 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$95M
Net Income$3M
Employer EIN454675354
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Versiti, Inc.)

Sponsor-wide plan assets over time

All Versiti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$262M 35.27607405896217% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $193M $262M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 2,820 $193M
2023 2 2,696 $231M
2024 2 2,893 $262M

Nearby Other Plans in Wisconsin

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

Versiti 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Versiti 403(b) Retirement Plan, Total assets ($B): 0.0954902 · Participants: 410Versiti 403(b) Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Versiti 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Versiti 403(b) Retirement Plan side-by-side with 3 peers →

Versiti 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Trust for Public Land Tax-Deferred Retirement Plan in CA ($95M); by covered participants it is Alliance Healthcare Services Employee Retirement in TN (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Versiti 403(b) Retirement Plan assets move in 2024? ▼
Versiti 403(b) Retirement Plan edged up modestly - up 2.8% during 2024, from $93M to $95M. Reported net income was $3M.
How have Versiti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Versiti, Inc.'s sponsor-wide assets grew 35.3%, from $193M to $262M.
Where does Versiti 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Versiti 403(b) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Versiti 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Trust for Public Land Tax-Deferred Retirement Plan in CA ($95M, 364 participants).
Which Other plans cover a similar participant headcount to Versiti 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliance Healthcare Services Employee Retirement in TN (410 participants, $7M 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 454675354.

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.