401(k) · DOL Form 5500 · 2023

Vitalize, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
57
Participants Small participant base
65th
Percentile by assets National rank
$240,446
Avg per participant Above avg balance/head
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Official DOL plan name: Vitalize, LLC 401(k) Plan · Sponsored by Vitalize, LLC · Idaho · Retail Trade

$14M in assets, 57 participants

Vitalize, LLC's Vitalize, LLC 401(k) Plan reported $14M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,411 in Retail Trade (8,414 peers)

What the 2023 filing shows

Vitalize, LLC 401(k) Plan holds $14M for 57 participants - about $240,446 per participant, above the median plan by assets.

#6,411
in Retail Trade (8,414 peers)
+0.8%
assets growth YoY

Vitalize, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Vitalize, LLC 401(k) Plan vs every filed plan by assets

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

$13,705,400 Top 35% higher than 65% 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

Vitalize, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitalize, LLC 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vitalize, LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $107K in the plan year 2023 filing.
  • Vitalize, LLC 401(k) Plan reported participants fell from 149 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • Vitalize, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205044297 · Vitalize, LLC PY 2023 · 401(k)

Vitalize, LLC 401(k) Plan · $14M · 57 · 65th

  • EBSA $14M
  • PART 57
  • TYPE 65th
  • NET 401(k)
  • BOOK near Centrix Incorporated 401(k) Profit Sharing Plan
  • VS-ST ind #6411

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 Retail Trade retirement plans → · Plans in Idaho →

Vitalize, LLC 401(k) Plan in the asset neighbourhood

Vitalize, LLC 401(k) Plan$14MCentrix Incorporated 401(k) Profit Sharing PlanCentrix Incorporated 401(k) …$14MFoundation for Louisiana Students 403(b) PlanFoundation for Louisiana Stu…$14MWerner Affiliated Companies Employees Savings TrustWerner Affiliated Companies …$14MAmerican Preparatory Academy 401(k) PlanAmerican Preparatory Academy…$14M
End-of-year total assets ($M) among Vitalize, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$107K
Employer EIN205044297
Plan Effective Date2016-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalize, LLC)

Sponsor-wide plan assets over time

All Vitalize, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 2.9682312707307865% vs 2022
2024 filing year
$13M$13.2M$13.4M$13.6M$13.8M 202220232024 $13.6M $13.2M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 149 $14M
2023 1 57 $14M
2024 1 47 $13M

Nearby 401(k) Plans in Idaho

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vitalize, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Vitalize, LLC 401(k) Plan, Total assets ($B): 0.0137054 · Participants: 57Vitalize, LLC 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Vitalize, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Vitalize, LLC 401(k) Plan side-by-side with 3 peers →

Vitalize, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Centrix Incorporated 401(k) Profit Sharing Plan in CT ($14M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Vitalize, LLC 401(k) Plan assets move in 2023? ▼
Vitalize, LLC 401(k) Plan held essentially flat - up 0.8% during 2023, from $14M to $14M. Reported net income was $107K.
How have Vitalize, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalize, LLC's sponsor-wide assets declined 3.0%, from $14M to $13M.
Which 401(k) plans are similar in size to Vitalize, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centrix Incorporated 401(k) Profit Sharing Plan in CT ($14M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Vitalize, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 participants, N/A 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 205044297.

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.