401(k) · DOL Form 5500 · 2024
Vistra USA Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $156,901
- Avg per participant Above avg balance/head
Official DOL plan name: Vistra USA Inc., 401(k) Plan · Sponsored by Vistra USA Inc. · Massachusetts · Professional & Technical Services
$19M in assets, 122 participants
Vistra USA Inc.'s Vistra USA Inc., 401(k) Plan reported $19M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #13,827 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Vistra USA Inc., 401(k) Plan covers 122 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.
- #13,827
- in Professional & Technical Services (20,173 peers)
- +16.4%
- assets growth YoY
Vistra USA Inc., 401(k) Plan's outsized position by total assets
Vistra USA Inc., 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,141,901 Top 31% higher than 69% 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
Vistra USA 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. Vistra USA Inc., 401(k) Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vistra USA Inc., 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Vistra USA Inc., 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Vistra USA Inc., 401(k) Plan reported participants rose from 113 in the plan year 2023 filing to 122 in the plan year 2024 filing.
DOL schedule card
Filing strip 331226448 · Vistra USA Inc. PY 2024 · 401(k)
Vistra USA Inc., 401(k) Plan · $19M · 122 · 69th
- PCT $19M
- PCT 122
- PCT 69th
- PCT 401(k)
- PCT near Cummings, Mcclorey, Davis & Acho, PLC 401(k) Profit Sharing Plan
- PCT ind #13827
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Vistra USA Inc., 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 331226448 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vistra USA Inc.)
Sponsor-wide plan assets over time
All Vistra USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 53.9648816369748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $12M |
| 2023 | 1 | 113 | $16M |
| 2024 | 1 | 122 | $19M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Vistra USA Inc., 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Cummings, Mcclorey, Davis & Acho, PLC 401(k) Profit Sharing Plan in MI ($19M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Cummings, Mcclorey, Davis & Acho, PLC 401(k) Profit Sharing Plan (MI) $19M · 89
- Dolphin Entertainment Inc 401(k) Profit Sharing Plan and Trust (FL) $19M · 204
- 401(k) Plan (CA) $19M · 6,486
- Nassau Candy Retirement Savings Plan (NY) $19M · 1,019
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.