401(k) · DOL Form 5500 · 2024
Virtus Investment Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $330M
- Total assets Above avg plan size
- 771
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $428,104
- Avg per participant High balance/head
Official DOL plan name: Virtus Investment Partners, Inc. Savings and Investment Plan · Sponsored by Virtus Investment Partners, Inc. · Connecticut · Finance & Insurance
$330M in assets, 771 participants
Virtus Investment Partners, Inc.'s Virtus Investment Partners, Inc. Savings and Investment Plan reported $330M in total assets and 771 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.
- #7,980 in Finance & Insurance (8,549 peers)
Where Virtus Investment Partners, Inc. Savings and Investment Plan sits by assets
Virtus Investment Partners, Inc. Savings and Investment Plan sits in the top 5% of all filed plans by assets, $330M for 771 participants (~$428,104/participant), up 19.2% in 2024.
- #7,980
- in Finance & Insurance (8,549 peers)
- +19.2%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Virtus Investment Partners, Inc. Savings and Investment Plan's outsized position by total assets
Virtus Investment Partners, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$330,068,353 Top 4% higher than 96% 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
Virtus Investment Partners, Inc. Savings and Investment 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. Virtus Investment Partners, Inc. Savings and Investment Plan sits mid-pack in the medium band (771 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Virtus Investment Partners, Inc. Savings and Investment Plan end-of-year assets rose from $277M in the plan year 2023 filing to $330M in the plan year 2024 filing.
- Virtus Investment Partners, Inc. Savings and Investment Plan reported net income fell from $61M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Virtus Investment Partners, Inc. Savings and Investment Plan reported participants rose from 718 in the plan year 2023 filing to 771 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 954191764 · Virtus Investment Partners, Inc. PY 2024 · 401(k)
Virtus Investment Partners, Inc. Savings and Investment Plan · $330M · 771 · 96th
- RANK $330M
- PHOTO 771
- IND 96th
- EOY 401(k)
- 5500 near Frost Brown Todd LLP Retirement Savings Plan
- ASSETS ind #7980
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 Connecticut →
Virtus Investment Partners, Inc. Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $277M |
|---|---|
| Net Assets (End of Year) | $330M |
| Net Income | $53M |
| Employer EIN | 954191764 |
| Plan Effective Date | 2008-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virtus Investment Partners, Inc.)
Sponsor-wide plan assets over time
All Virtus Investment Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $330M 52.902943363687996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 624 | $216M |
| 2023 | 1 | 718 | $277M |
| 2024 | 1 | 771 | $330M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Virtus Investment Partners, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Frost Brown Todd LLP Retirement Savings Plan in KY ($330M); by covered participants it is Ultratec, Inc. 401(k) Plan in WI (771 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($330M here).
- Frost Brown Todd LLP Retirement Savings Plan (KY) $330M · 645
- Clariant Retirement Savings Plan (NC) $330M · 1,033
- Nclc 401(k) Plan (FL) $330M · 4,683
- Stanley Retirement Plan (IA) $330M · 806
Similar participant headcount
Nearest other-state filings by covered participants (771 participants); asset peers above are excluded.
- Ultratec, Inc. 401(k) Plan (WI) 771 · 0 off
- Eci, Inc. 401(k) Plan (MO) 771 · 0 off
- Lymi Inc 401(k) Profit Sharing Plan & Trust (CA) 771 · 0 off
- Tristar Risk Management, Inc. 401(k) Plan (CA) 771 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.