401(k) · DOL Form 5500 · 2024

Vytalogy Wellness LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
704
Participants Below avg headcount
80th
Percentile by assets National rank
$50,013
Avg per participant Low balance/head
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Official DOL plan name: Vytalogy Wellness 401(k) Plan · Sponsored by Vytalogy Wellness LLC · California · Wholesale Trade

$35M in assets, 704 participants

Vytalogy Wellness LLC's Vytalogy Wellness 401(k) Plan reported $35M in total assets and 704 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,816 in Wholesale Trade (6,080 peers)

Where Vytalogy Wellness 401(k) Plan sits by assets

Vytalogy Wellness 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 704 participants (~$50,013/participant), up 17.1% in 2024.

#4,816
in Wholesale Trade (6,080 peers)
+17.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Vytalogy Wellness 401(k) Plan vs every filed plan by assets

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

$35,209,148 Top 20% higher than 80% 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

Vytalogy Wellness 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. Vytalogy Wellness 401(k) Plan sits mid-pack in the medium band (704 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vytalogy Wellness 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Vytalogy Wellness 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Vytalogy Wellness 401(k) Plan reported participants rose from 689 in the plan year 2023 filing to 704 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 872880197 · Vytalogy Wellness LLC PY 2024 · 401(k)

Vytalogy Wellness 401(k) Plan · $35M · 704 · 80th

  • EBSA $35M
  • PART 704
  • TYPE 80th
  • NET 401(k)
  • BOOK near Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan
  • VS-ST ind #4816

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 Wholesale Trade retirement plans → · Plans in California →

Vytalogy Wellness 401(k) Plan in the asset neighbourhood

Vytalogy Wellness 401(k) Plan$35MArtiflex Manufacturing Gerstco Division Deferred Profit Sharing PlanArtiflex Manufacturing Gerst…$35MLavazza Professional North America, LLC 401(k) PlanLavazza Professional North A…$35MAccess Intelligence LLC 401(k) PlanAccess Intelligence LLC 401(…$35MBlue Ridge Capital, LLC, 401(k) Profit Sharing PlanBlue Ridge Capital, LLC, 401…$35M
End-of-year total assets ($M) among Vytalogy Wellness 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)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN872880197
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vytalogy Wellness LLC)

Sponsor-wide plan assets over time

All Vytalogy Wellness LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 56.747958098088844% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.5M $35.2M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 192 $22M
2023 1 689 $30M
2024 1 704 $35M

Nearby 401(k) Plans in California

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

Vytalogy Wellness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Vytalogy Wellness 401(k) Plan, Total assets ($B): 0.035209148 · Participants: 704Vytalogy Wellness 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Vytalogy Wellness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan in OH ($35M); by covered participants it is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Vytalogy Wellness 401(k) Plan assets move in 2024?
Vytalogy Wellness 401(k) Plan grew sharply - up 17.1% during 2024, from $30M to $35M. Reported net income was $5M.
How have Vytalogy Wellness LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Vytalogy Wellness LLC's sponsor-wide assets grew 56.7%, from $22M to $35M.
Where does Vytalogy Wellness 401(k) Plan rank by assets among Form 5500 filers?
Vytalogy Wellness 401(k) Plan ranks in the 80th 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 Vytalogy Wellness 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan in OH ($35M, 481 participants).
Which 401(k) plans cover a similar participant headcount to Vytalogy Wellness 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants, $35M in assets).