401(k) · DOL Form 5500 · 2024

Vestwell Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 358
Participants Below avg headcount: 73rd
Percentile by assets National rank: $66,409
Avg per participant Below avg balance/head

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Official DOL plan name: Vestwell Holdings, Inc. 401(k) Plan · Sponsored by Vestwell Holdings, Inc. · New York · Finance & Insurance

$24M in assets, 358 participants

Vestwell Holdings, Inc.'s Vestwell Holdings, Inc. 401(k) Plan reported $24M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#5,095 in Finance & Insurance (8,549 peers)

Coverage in New York

Vestwell Holdings, Inc. 401(k) Plan covers 358 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $24M.

#5,095
in Finance & Insurance (8,549 peers): +60.1%
assets growth YoY

Vestwell Holdings, Inc. 401(k) Plan's outsized position by total assets

Vestwell Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$23,774,331 Top 27% higher than 73% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Vestwell Holdings, 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. Vestwell Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (358 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Vestwell Holdings, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Vestwell Holdings, Inc. 401(k) Plan reported participants rose from 259 in the plan year 2023 filing to 358 in the plan year 2024 filing.
Vestwell Holdings, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 813062212 · Vestwell Holdings, Inc. PY 2024 · 401(k)

Vestwell Holdings, Inc. 401(k) Plan · $24M · 358 · 73rd

EIN $24M
RANK 358
PHOTO 73rd
IND 401(k)
EOY near Bernard Egan & Company 401(k) Plan
5500 ind #5095

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 Finance & Insurance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Vestwell Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$24M
Net Income	$9M
Employer EIN	813062212
Plan Effective Date	2016-08-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Vestwell Holdings, Inc.)

Latest sponsor-wide plan assets: $24M 216.76263079067377% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	72	$8M
2023	1	259	$15M
2024	1	358	$24M

Nearby 401(k) Plans in New York

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

Vestwell Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Vestwell Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Bernard Egan & Company 401(k) Plan in FL ($24M); by covered participants it is Load Trail 401(k) Plan in TX (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Bernard Egan & Company 401(k) Plan (FL) $24M · 192
Matrix 401(k) Plan (NJ) $24M · 92
Rhd Investors Choice 403(b) Plan (PA) $24M · 3,908
Treasure Coast Hospice Retirement Plan (FL) $24M · 631

Similar participant headcount

Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.

Load Trail 401(k) Plan (TX) 358 · 0 off
American Spraytech 401(k) (NJ) 358 · 0 off
403(b) Thrift Plan for Employees of Depelchin Children's Center (TX) 358 · 0 off
Amerisafe, Inc. 401(k) Plan (LA) 358 · 0 off

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 Vestwell Holdings, Inc. 401(k) Plan assets move in 2024? ▼

Vestwell Holdings, Inc. 401(k) Plan surged - up 60.1% during 2024, from $15M to $24M. Reported net income was $9M.

How have Vestwell Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Vestwell Holdings, Inc.'s sponsor-wide assets grew 216.8%, from $8M to $24M.

Which 401(k) plans are similar in size to Vestwell Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bernard Egan & Company 401(k) Plan in FL ($24M, 192 participants).

Which 401(k) plans cover a similar participant headcount to Vestwell Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Load Trail 401(k) Plan in TX (358 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 813062212.