Other · DOL Form 5500 · 2024
Versiti, Inc. Retirement Plan
Data updated 2026-07-24
- $95M
- Total assets
- 410
- Participants
- 90th
- Percentile by assets
- $232,903
- Avg per participant
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.
- 90th percentile by assets (of 116,472 plans)
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.
- $95M
- total plan assets (2024 EOY)
- 410
- covered participants
- 90th
- percentile by assets (of 116,472 plans)
- $232,903
- avg assets per participant
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.
Versiti 403(b) Retirement Plan vs the 2024 asset distribution
By assets, Versiti 403(b) Retirement Plan outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $3M |
| Employer EIN | 454675354 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Versiti, Inc.)
| 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
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Similar-Sized Other Plans Nationally
Other plans in other states closest to Versiti 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Versiti 403(b) Retirement Plan assets move in 2024? ▼
How have Versiti, Inc. plan assets changed over time? ▼
Where does Versiti 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Versiti 403(b) Retirement Plan? ▼
Next read for Versiti 403(b) Retirement Plan
Scale reading
Ways to act on Versiti 403(b) Retirement Plan's numbers.
- By total assets, Versiti 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Versiti, Inc.'s sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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.