401(k) · DOL Form 5500 · 2024

Vital Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
324
Participants Below avg headcount
87th
Percentile by assets National rank
$198,553
Avg per participant Above avg balance/head
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Official DOL plan name: Vital Energy, Inc. 401(k) Plan · Sponsored by Vital Energy, Inc. · Oklahoma · Mining & Oil Extraction

$64M in assets, 324 participants

Vital Energy, Inc.'s Vital Energy, Inc. 401(k) Plan reported $64M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #594 in Mining & Oil Extraction (785 peers)

Coverage in Oklahoma

Vital Energy, Inc. 401(k) Plan covers 324 participants in Oklahoma, about 43% of the average Oklahoma filer (state average ~760 per filing). Assets: $64M.

#594
in Mining & Oil Extraction (785 peers)
+19.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Vital Energy, Inc. 401(k) Plan's outsized position by total assets

Vital Energy, Inc. 401(k) Plan vs every filed plan by assets

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

$64,331,190 Top 13% higher than 87% 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

Vital Energy, Inc. 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. Vital Energy, Inc. 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vital Energy, Inc. 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Vital Energy, Inc. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Vital Energy, Inc. 401(k) Plan reported participants rose from 290 in the plan year 2023 filing to 324 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 453007926 · Vital Energy, Inc. PY 2024 · 401(k)

Vital Energy, Inc. 401(k) Plan · $64M · 324 · 87th

  • PART $64M
  • TYPE 324
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Erdman, Anthony Holding Company, Inc. 401(k) Plan
  • BOY ind #594

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

Vital Energy, Inc. 401(k) Plan in the asset neighbourhood

Vital Energy, Inc. 401(k) PlanVital Energy, Inc. 401(k) Pl…$64MErdman, Anthony Holding Company, Inc. 401(k) PlanErdman, Anthony Holding Comp…$64MTexas Pipe & Supply Company 401(k) PlanTexas Pipe & Supply Company …$64MGeorge Harms Construction Co., Inc. Profit Sharing PlanGeorge Harms Construction Co…$64MConnectamerica.Com 401(k) Savings PlanConnectamerica.Com 401(k) Sa…$64M
End-of-year total assets ($M) among Vital Energy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$64M
Net Income$10M
Employer EIN453007926
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vital Energy, Inc.)

Sponsor-wide plan assets over time

All Vital Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 53.868090438799854% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $41.8M $64.3M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 264 $42M
2023 1 290 $54M
2024 1 324 $64M

Nearby 401(k) Plans in Oklahoma

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

Vital Energy, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Vital Energy, Inc. 401(k) Plan, Total assets ($B): 0.06433119 · Participants: 324Vital Energy, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Vital Energy, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Vital Energy, Inc. 401(k) Plan side-by-side with 3 peers →

Vital Energy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Erdman, Anthony Holding Company, Inc. 401(k) Plan in NY ($64M); by covered participants it is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Vital Energy, Inc. 401(k) Plan assets move in 2024? ▼
Vital Energy, Inc. 401(k) Plan grew sharply - up 19.2% during 2024, from $54M to $64M. Reported net income was $10M.
How have Vital Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vital Energy, Inc.'s sponsor-wide assets grew 53.9%, from $42M to $64M.
Where does Vital Energy, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vital Energy, Inc. 401(k) Plan ranks in the 87th 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 Vital Energy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erdman, Anthony Holding Company, Inc. 401(k) Plan in NY ($64M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Vital Energy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 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 453007926.

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.