Defined Benefit (Pension) · DOL Form 5500 · 2023

VITALANT Pension Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
956
Participants Near avg headcount
94th
Percentile by assets National rank
$192,900
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Consolidated Retirement Plan of Vitalant · Sponsored by VITALANT · Arizona · Healthcare & Social Assistance

$184M in assets, 956 participants

VITALANT's Consolidated Retirement Plan of Vitalant reported $184M in total assets and 956 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,813 in Healthcare & Social Assistance (17,684 peers)

Where Consolidated Retirement Plan of Vitalant sits by assets

Consolidated Retirement Plan of Vitalant sits in the top 10% of all filed plans by assets, $184M for 956 participants (~$192,900/participant), up 1.8% in 2023.

#16,813
in Healthcare & Social Assistance (17,684 peers)
+1.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Consolidated Retirement Plan of Vitalant's outsized position by total assets

Consolidated Retirement Plan of Vitalant vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$184,412,755 Top 6% higher than 94% of 127,068 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 2023

Consolidated Retirement Plan of Vitalant among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated Retirement Plan of Vitalant sits mid-pack in the medium band (956 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Consolidated Retirement Plan of Vitalant reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Consolidated Retirement Plan of Vitalant reported participants fell from 1,020 in the plan year 2022 filing to 956 in the plan year 2023 filing.
  • Consolidated Retirement Plan of Vitalant end-of-year assets rose from $181M in the plan year 2022 filing to $184M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860098929 · VITALANT PY 2023 · Defined Benefit (Pension)

Consolidated Retirement Plan of Vitalant · $184M · 956 · 94th

  • PART $184M
  • PART 956
  • PART 94th
  • PART Defined Benefit (Pension)
  • PART near Cooley LLP Cash Balance Plan 2018
  • PART ind #16813

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 Arizona →

Consolidated Retirement Plan of Vitalant in the asset neighbourhood

Cooley LLP Cash Balance Plan 2018Cooley LLP Cash Balance Plan…$185MConsolidated Retirement Plan of VitalantConsolidated Retirement Plan…$184MGlobal Defined Benefit Retirement PlanGlobal Defined Benefit Retir…$184MGeorgetown University Retirement PlanGeorgetown University Retire…$184MSkadden Arps Slate Meagher & Flom Cash Balance PlanSkadden Arps Slate Meagher &…$184M
End-of-year total assets ($M) among Consolidated Retirement Plan of Vitalant and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$184M
Net Income$3M
Employer EIN860098929
Plan Effective Date1975-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VITALANT)

Sponsor-wide plan assets over time

All VITALANT plans reported in each filing year

Latest sponsor-wide plan assets
$429M 14.735667906856866% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $503M $429M ▼ -14.7%
Year Plans Participants Total Assets
2022 2 4,883 $503M
2023 2 5,044 $561M
2024 1 4,161 $429M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Consolidated Retirement Plan of Vitalant vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 01234 Total assets ($B) Participants Consolidated Retirement Plan of Vitalant, Total assets ($B): 0.184412755 · Participants: 956Consolidated Retirement Plan of VitalantPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Consolidated Retirement Plan of Vitalant vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Consolidated Retirement Plan of Vitalant side-by-side with 3 peers →

Consolidated Retirement Plan of Vitalant's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Cooley LLP Cash Balance Plan 2018 in CA ($185M); by covered participants it is Syngenta Corporation Pension Plan in DE (957 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (956 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Consolidated Retirement Plan of Vitalant assets move in 2023? ▼
Consolidated Retirement Plan of Vitalant edged up modestly - up 1.8% during 2023, from $181M to $184M. Reported net income was $3M.
How have VITALANT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), VITALANT's sponsor-wide assets declined 14.7%, from $503M to $429M.
Where does Consolidated Retirement Plan of Vitalant rank by assets among Form 5500 filers? ▼
Consolidated Retirement Plan of Vitalant ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Consolidated Retirement Plan of Vitalant? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cooley LLP Cash Balance Plan 2018 in CA ($185M, 344 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Consolidated Retirement Plan of Vitalant? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Syngenta Corporation Pension Plan in DE (957 participants, $393M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860098929.

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.