401(k) · DOL Form 5500 · 2024

Vita-Mix Holdings Company 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
701
Participants Below avg headcount
88th
Percentile by assets National rank
$109,436
Avg per participant Below avg balance/head
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Official DOL plan name: Vita-Mix Companies 401(k) Plan · Sponsored by Vita-Mix Holdings Company · Ohio · Manufacturing

$77M in assets, 701 participants

Vita-Mix Holdings Company's Vita-Mix Companies 401(k) Plan reported $77M in total assets and 701 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,749 in Manufacturing (17,777 peers)

Where Vita-Mix Companies 401(k) Plan sits by assets

Vita-Mix Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 701 participants (~$109,436/participant), up 4.9% in 2024.

#14,749
in Manufacturing (17,777 peers)
+4.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Vita-Mix Companies 401(k) Plan's outsized position by total assets

Vita-Mix Companies 401(k) Plan vs every filed plan by assets

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

$76,714,666 Top 12% higher than 88% 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

Vita-Mix Companies 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. Vita-Mix Companies 401(k) Plan sits mid-pack in the medium band (701 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vita-Mix Companies 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Vita-Mix Companies 401(k) Plan reported participants fell from 752 in the plan year 2023 filing to 701 in the plan year 2024 filing.
  • Vita-Mix Companies 401(k) Plan end-of-year assets rose from $73M in the plan year 2023 filing to $77M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340084909 · Vita-Mix Holdings Company PY 2024 · 401(k)

Vita-Mix Companies 401(k) Plan · $77M · 701 · 88th

  • IND $77M
  • EOY 701
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Tista Science and Technology Corporation 401(k)
  • EIN ind #14749

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 Manufacturing retirement plans → · Plans in Ohio →

Vita-Mix Companies 401(k) Plan in the asset neighbourhood

Addepar 401(k) Plan$77MTista Science and Technology Corporation 401(k)Tista Science and Technology…$77MMarketwise Solutions LLC Savings and Retirement PlanMarketwise Solutions LLC Sav…$77MVita-Mix Companies 401(k) PlanVita-Mix Companies 401(k) Pl…$77MSynagro Technologies Inc. 401(k) PlanSynagro Technologies Inc. 40…$77M
End-of-year total assets ($M) among Vita-Mix Companies 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)$73M
Net Assets (End of Year)$77M
Net Income$4M
Employer EIN340084909
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vita-Mix Holdings Company)

Sponsor-wide plan assets over time

All Vita-Mix Holdings Company plans reported in each filing year

Latest sponsor-wide plan assets
$77M 26.743703735620684% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.5M $76.7M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 833 $61M
2023 1 752 $73M
2024 1 701 $77M

Nearby 401(k) Plans in Ohio

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

Vita-Mix Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Vita-Mix Companies 401(k) Plan, Total assets ($B): 0.076714666 · Participants: 701Vita-Mix Companies 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Vita-Mix Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Vita-Mix Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Tista Science and Technology Corporation 401(k) in MD ($77M); by covered participants it is Lereta, LLC 401(k) Plan in CA (701 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (701 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 Vita-Mix Companies 401(k) Plan assets move in 2024? ▼
Vita-Mix Companies 401(k) Plan edged up modestly - up 4.9% during 2024, from $73M to $77M. Reported net income was $4M.
How have Vita-Mix Holdings Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vita-Mix Holdings Company's sponsor-wide assets grew 26.7%, from $61M to $77M.
Where does Vita-Mix Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Vita-Mix Companies 401(k) Plan ranks in the 88th 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 Vita-Mix Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tista Science and Technology Corporation 401(k) in MD ($77M, 1,270 participants).
Which 401(k) plans cover a similar participant headcount to Vita-Mix Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lereta, LLC 401(k) Plan in CA (701 participants, $35M 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 340084909.

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.