Other · DOL Form 5500 · 2024
Vital Strategies, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 175
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $148,401
- Avg per participant Above avg balance/head
Official DOL plan name: Vital Strategies, Inc. 403(b) Plan · Sponsored by Vital Strategies, Inc. · New York · Healthcare & Social Assistance
$26M in assets, 175 participants
Vital Strategies, Inc.'s Vital Strategies, Inc. 403(b) Plan reported $26M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,316 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Vital Strategies, Inc. 403(b) Plan covers 175 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $26M.
- #13,316
- in Healthcare & Social Assistance (16,916 peers)
- +23.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Vital Strategies, Inc. 403(b) Plan's outsized position by total assets
Vital Strategies, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,970,255 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vital Strategies, Inc. 403(b) 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. Vital Strategies, Inc. 403(b) Plan sits mid-pack in the medium band (175 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vital Strategies, Inc. 403(b) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Vital Strategies, Inc. 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Vital Strategies, Inc. 403(b) Plan reported participants rose from 161 in the plan year 2023 filing to 175 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 223419667 · Vital Strategies, Inc. PY 2024 · Other
Vital Strategies, Inc. 403(b) Plan · $26M · 175 · 75th
- 5500 $26M
- 5500 175
- 5500 75th
- 5500 Other
- 5500 near Joseph Kushner Hebrew Academy 403(b) DC Plan
- 5500 ind #13316
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 New York →
Vital Strategies, Inc. 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 223419667 |
| Plan Effective Date | 2009-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vital Strategies, Inc.)
Sponsor-wide plan assets over time
All Vital Strategies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 53.420381363759695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $17M |
| 2023 | 1 | 161 | $21M |
| 2024 | 1 | 175 | $26M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Vital Strategies, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Joseph Kushner Hebrew Academy 403(b) DC Plan in NJ ($26M); by covered participants it is 403(b) Thrift Plan for Tri-County Opportunities Council in IL (175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Joseph Kushner Hebrew Academy 403(b) DC Plan (NJ) $26M · 123
- La Rabida Children's Hospital 403(b) Retirement Savings Plan (IL) $26M · 512
- Humboldt Park Health 403(b) Plan (IL) $26M · 824
- Tcwglobal 401(k) Plan (CA) $26M · 5,961
Similar participant headcount
Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Tri-County Opportunities Council (IL) 175 · 0 off
- Psa 3 Agency on Aging, Inc. 403(b) Plan (OH) 175 · 0 off
- Midtown Community Health Center 403(b) Plan (UT) 175 · 0 off
- Jobs for the Future, Inc. Retirement Plan (MA) 175 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.