401(k) · DOL Form 5500 · 2024

Vivent Health 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
548
Participants Below avg headcount
79th
Percentile by assets National rank
$63,446
Avg per participant Low balance/head
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Official DOL plan name: Vivent Health 401(k) Plan · Sponsored by Vivent Health · Wisconsin · Healthcare & Social Assistance

$35M in assets, 548 participants

Vivent Health's Vivent Health 401(k) Plan reported $35M in total assets and 548 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,965 in Healthcare & Social Assistance (16,916 peers)

Where Vivent Health 401(k) Plan sits by assets

Vivent Health 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 548 participants (~$63,446/participant), up 19.0% in 2024.

#13,965
in Healthcare & Social Assistance (16,916 peers)
+19.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vivent Health 401(k) Plan's outsized position by total assets

Vivent Health 401(k) Plan vs every filed plan by assets

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

$34,768,487 Top 21% higher than 79% 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

Vivent Health 401(k) 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. Vivent Health 401(k) Plan sits mid-pack in the medium band (548 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vivent Health 401(k) Plan reported participants rose from 422 in the plan year 2023 filing to 548 in the plan year 2024 filing.
  • Vivent Health 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Vivent Health 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391534049 · Vivent Health PY 2024 · 401(k)

Vivent Health 401(k) Plan · $35M · 548 · 79th

  • EOY $35M
  • 5500 548
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan
  • RANK ind #13965

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 →

Vivent Health 401(k) Plan in the asset neighbourhood

Vivent Health 401(k) Plan$35MPeter Basso Associates, Inc. 401(k) and Profit Sharing PlanPeter Basso Associates, Inc.…$35MBarghausen Consulting Engineers, Inc. 401(k) Profit Sharing Plan & TrustBarghausen Consulting Engine…$35MWilliam Raveis Employees Savings & RetirementWilliam Raveis Employees Sav…$35MHubbell Realty Company Select Savings PlanHubbell Realty Company Selec…$35M
End-of-year total assets ($M) among Vivent Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN391534049
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vivent Health)

Sponsor-wide plan assets over time

All Vivent Health plans reported in each filing year

Latest sponsor-wide plan assets
$35M 63.703229901222905% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21.2M $34.8M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 422 $21M
2023 1 422 $29M
2024 1 548 $35M

Nearby 401(k) Plans in Wisconsin

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

Vivent Health 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Vivent Health 401(k) Plan, Total assets ($B): 0.034768487 · Participants: 548Vivent Health 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Vivent Health 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Vivent Health 401(k) Plan side-by-side with 3 peers →

Vivent Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan in MI ($35M); by covered participants it is Efi 401(k) Savings Plan in NH (548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (548 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 Vivent Health 401(k) Plan assets move in 2024? ▼
Vivent Health 401(k) Plan grew sharply - up 19.0% during 2024, from $29M to $35M. Reported net income was $6M.
How have Vivent Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vivent Health's sponsor-wide assets grew 63.7%, from $21M to $35M.
Where does Vivent Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Vivent Health 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vivent Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan in MI ($35M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Vivent Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Efi 401(k) Savings Plan in NH (548 participants, $265M 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 391534049.

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.