401(k) · DOL Form 5500 · 2024

VITALANT 401(k) Plan

Data updated 2026-08-25

$429M
Total assets Above avg plan size
4,161
Participants Above avg headcount
97th
Percentile by assets National rank
$103,013
Avg per participant Below avg balance/head
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Official DOL plan name: Vitalant 401(k) Retirement Savings Plan · Sponsored by VITALANT · Arizona · Healthcare & Social Assistance

$429M in assets, 4,161 participants

VITALANT's Vitalant 401(k) Retirement Savings Plan reported $429M in total assets and 4,161 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,392 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Vitalant 401(k) Retirement Savings Plan covers 4,161 participants in Arizona, 7.4x the typical Arizona plan (state average ~564 per filing). Assets: $429M.

#16,392
in Healthcare & Social Assistance (16,916 peers)
+13.9%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Vitalant 401(k) Retirement Savings Plan's outsized position by total assets

Vitalant 401(k) Retirement Savings Plan vs every filed plan by assets

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

$428,635,980 Top 3% higher than 97% 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

Vitalant 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitalant 401(k) Retirement Savings Plan lands in the large band (4,161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vitalant 401(k) Retirement Savings Plan end-of-year assets rose from $376M in the plan year 2023 filing to $429M in the plan year 2024 filing.
  • Vitalant 401(k) Retirement Savings Plan reported net income fell from $55M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Vitalant 401(k) Retirement Savings Plan reported participants rose from 4,088 in the plan year 2023 filing to 4,161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860098929 · VITALANT PY 2024 · 401(k)

Vitalant 401(k) Retirement Savings Plan · $429M · 4,161 · 97th

  • IND $429M
  • IND 4,161
  • IND 97th
  • IND 401(k)
  • IND near I. B. E. W. Local 25 401(k) Fund
  • IND ind #16392

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 →

Vitalant 401(k) Retirement Savings Plan in the asset neighbourhood

Vitalant 401(k) Retirement Savings PlanVitalant 401(k) Retirement S…$429MI. B. E. W. Local 25 401(k) FundI. B. E. W. Local 25 401(k) …$429MFinastra USA Salary Savings 401(k) PlanFinastra USA Salary Savings …$428MSystems Planning and Analysis, Inc. Profit Sharing Plan and TrustSystems Planning and Analysi…$428MChart Industries, Inc. 401(k) Investment and Savings PlanChart Industries, Inc. 401(k…$428M
End-of-year total assets ($M) among Vitalant 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$376M
Net Assets (End of Year)$429M
Net Income$52M
Employer EIN860098929
Plan Effective Date2019-01-01
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 401(k) Plans in Arizona

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

Vitalant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 02468 Total assets ($B) Participants Vitalant 401(k) Retirement Savings Plan, Total assets ($B): 0.42863598 · Participants: 4161Vitalant 401(k) Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Vitalant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Vitalant 401(k) Retirement Savings Plan side-by-side with 3 peers →

Vitalant 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is I. B. E. W. Local 25 401(k) Fund in NY ($429M); by covered participants it is 10 Roads Express 401(k) Plan in IA (4,162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,161 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 Vitalant 401(k) Retirement Savings Plan assets move in 2024? ▼
Vitalant 401(k) Retirement Savings Plan grew at a solid clip - up 13.9% during 2024, from $376M to $429M. Reported net income was $52M.
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 Vitalant 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Vitalant 401(k) Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Vitalant 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is I. B. E. W. Local 25 401(k) Fund in NY ($429M, 2,403 participants).
Which 401(k) plans cover a similar participant headcount to Vitalant 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 10 Roads Express 401(k) Plan in IA (4,162 participants, $63M 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 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.