401(k) · DOL Form 5500 · 2024

Vitality Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
255
Participants Below avg headcount
82nd
Percentile by assets National rank
$160,401
Avg per participant Above avg balance/head
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Official DOL plan name: Vitality Management Company, LLC 401(k) Plan · Sponsored by Vitality Management Company, LLC · Illinois · Healthcare & Social Assistance

$41M in assets, 255 participants

Vitality Management Company, LLC's Vitality Management Company, LLC 401(k) Plan reported $41M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,257 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Vitality Management Company, LLC 401(k) Plan covers 255 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#14,257
in Healthcare & Social Assistance (16,916 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vitality Management Company, LLC 401(k) Plan's outsized position by total assets

Vitality Management Company, LLC 401(k) Plan vs every filed plan by assets

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

$40,902,170 Top 18% higher than 82% 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

Vitality Management Company, LLC 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. Vitality Management Company, LLC 401(k) Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vitality Management Company, LLC 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Vitality Management Company, LLC 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Vitality Management Company, LLC 401(k) Plan reported participants rose from 241 in the plan year 2023 filing to 255 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522213940 · Vitality Management Company, LLC PY 2024 · 401(k)

Vitality Management Company, LLC 401(k) Plan · $41M · 255 · 82nd

  • PHOTO $41M
  • PHOTO 255
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Dt Midstream 401(k) Plan
  • PHOTO ind #14257

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 Illinois →

Vitality Management Company, LLC 401(k) Plan in the asset neighbourhood

World Travel, Inc. 401(k) PlanWorld Travel, Inc. 401(k) Pl…$41MVitality Management Company, LLC 401(k) PlanVitality Management Company,…$41MDt Midstream 401(k) Plan$41MVeregy 401(k) Plan$41MDayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and TrustDayton-Phoenix Group, Inc. S…$41M
End-of-year total assets ($M) among Vitality Management Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN522213940
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitality Management Company, LLC)

Sponsor-wide plan assets over time

All Vitality Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.71987153025695% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.9M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 218 $28M
2023 1 241 $37M
2024 1 255 $41M

Nearby 401(k) Plans in Illinois

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

Vitality Management Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Vitality Management Company, LLC 401(k) Plan, Total assets ($B): 0.04090217 · Participants: 255Vitality Management Company, LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Vitality Management Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Vitality Management Company, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Dt Midstream 401(k) Plan in MI ($41M); by covered participants it is National Auto Care 401(k) Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Vitality Management Company, LLC 401(k) Plan assets move in 2024? ▼
Vitality Management Company, LLC 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $37M to $41M. Reported net income was $4M.
How have Vitality Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitality Management Company, LLC's sponsor-wide assets grew 47.7%, from $28M to $41M.
Where does Vitality Management Company, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Vitality Management Company, LLC 401(k) Plan ranks in the 82nd 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 Vitality Management Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dt Midstream 401(k) Plan in MI ($41M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Vitality Management Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Auto Care 401(k) Plan in OH (255 participants, N/A 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 522213940.

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.