401(k) · DOL Form 5500 · 2024

Vitalmd Group Holding. LLC 401(k) Plan

Data updated 2026-08-25

$372M
Total assets Above avg plan size
2,622
Participants Above avg headcount
96th
Percentile by assets National rank
$141,843
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vitalmd 401(k) Plan · Sponsored by Vitalmd Group Holding. LLC · Florida · Healthcare & Social Assistance

$372M in assets, 2,622 participants

Vitalmd Group Holding. LLC's Vitalmd 401(k) Plan reported $372M in total assets and 2,622 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,335 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Vitalmd 401(k) Plan covers 2,622 participants in Florida, 4.2x the typical Florida plan (state average ~628 per filing). Assets: $372M.

#16,335
in Healthcare & Social Assistance (16,916 peers)
+17.8%
assets growth YoY
3.7×
vs typical plan assets (national mean)

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

Vitalmd 401(k) Plan vs every filed plan by assets

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

$371,912,537 Top 4% higher than 96% 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

Vitalmd 401(k) 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. Vitalmd 401(k) Plan lands in the large band (2,622 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vitalmd 401(k) Plan end-of-year assets rose from $316M in the plan year 2023 filing to $372M in the plan year 2024 filing.
  • Vitalmd 401(k) Plan reported participants rose from 2,462 in the plan year 2023 filing to 2,622 in the plan year 2024 filing.
  • Vitalmd 401(k) Plan reported net income fell from $57M in the plan year 2023 filing to $56M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 542129332 · Vitalmd Group Holding. LLC PY 2024 · 401(k)

Vitalmd 401(k) Plan · $372M · 2,622 · 96th

  • EBSA $372M
  • PART 2,622
  • TYPE 96th
  • NET 401(k)
  • BOOK near Carepoint Health, LLC 401(k) Profit Sharing Plan
  • VS-ST ind #16335

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 Florida →

Vitalmd 401(k) Plan in the asset neighbourhood

The Infirmary 401(k) Plan$372MCarepoint Health, LLC 401(k) Profit Sharing PlanCarepoint Health, LLC 401(k)…$372MVitalmd 401(k) Plan$372MPohlad Companies Retirement Savings PlanPohlad Companies Retirement …$371MHinshaw & Culbertson LLP Retirement Savings and 401(k) PlanHinshaw & Culbertson LLP Ret…$371M
End-of-year total assets ($M) among Vitalmd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$372M
Net Income$56M
Employer EIN542129332
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalmd Group Holding. LLC)

Sponsor-wide plan assets over time

All Vitalmd Group Holding. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$372M 43.51762632827038% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $259M $372M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 2,417 $259M
2023 1 2,462 $316M
2024 1 2,622 $372M

Nearby 401(k) Plans in Florida

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

Vitalmd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vitalmd 401(k) Plan, Total assets ($B): 0.371912537 · Participants: 2622Vitalmd 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Vitalmd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vitalmd 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO ($372M); by covered participants it is Roehl Transport, Inc. 401(k) Profit Sharing Plan in WI (2,622 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($372M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,622 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 Vitalmd 401(k) Plan assets move in 2024? ▼
Vitalmd 401(k) Plan grew sharply - up 17.8% during 2024, from $316M to $372M. Reported net income was $56M.
How have Vitalmd Group Holding. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalmd Group Holding. LLC's sponsor-wide assets grew 43.5%, from $259M to $372M.
Where does Vitalmd 401(k) Plan rank by assets among Form 5500 filers? ▼
Vitalmd 401(k) Plan ranks in the 96th 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 Vitalmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO ($372M, 848 participants).
Which 401(k) plans cover a similar participant headcount to Vitalmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roehl Transport, Inc. 401(k) Profit Sharing Plan in WI (2,622 participants, $139M 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 542129332.

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.