Defined Benefit (Pension) · DOL Form 5500 · 2024

Cep America, LLC Dba Vituity Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
2,318
Participants Above avg headcount
85th
Percentile by assets National rank
$23,485
Avg per participant Low balance/head
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Official DOL plan name: Vituity Retirement Plan for Cep Physicians · Sponsored by Cep America, LLC Dba Vituity · California · Healthcare & Social Assistance

$54M in assets, 2,318 participants

Cep America, LLC Dba Vituity's Vituity Retirement Plan for Cep Physicians reported $54M in total assets and 2,318 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,765 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Vituity Retirement Plan for Cep Physicians covers 2,318 participants in California, 3.7x the typical California plan (state average ~630 per filing). Assets: $54M.

#14,765
in Healthcare & Social Assistance (16,916 peers)
+118.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Vituity Retirement Plan for Cep Physicians's outsized position by total assets

Vituity Retirement Plan for Cep Physicians vs every filed plan by assets

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

$54,438,269 Top 15% higher than 85% 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

Vituity Retirement Plan for Cep Physicians's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vituity Retirement Plan for Cep Physicians lands in the large band (2,318 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vituity Retirement Plan for Cep Physicians reported participants rose from N/A in the plan year 2023 filing to 2,318 in the plan year 2024 filing.
  • Vituity Retirement Plan for Cep Physicians end-of-year assets rose from $25M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Vituity Retirement Plan for Cep Physicians reported net income rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942494000 · Cep America, LLC Dba Vituity PY 2024 · Defined Benefit (Pension)

Vituity Retirement Plan for Cep Physicians · $54M · 2,318 · 85th

  • 5500 $54M
  • ASSETS 2,318
  • PCT 85th
  • EIN Defined Benefit (Pension)
  • RANK near Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc
  • PHOTO ind #14765

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Vituity Retirement Plan for Cep Physicians in the asset neighbourhood

Sheet Metal Workers Local No. 4 Pension PlanSheet Metal Workers Local No…$55MLennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg IncLennox Industries Inc Pensio…$54MVituity Retirement Plan for Cep PhysiciansVituity Retirement Plan for …$54MSouth County Hospital Retirement PlanSouth County Hospital Retire…$54MGorton's Retirement Plan$54M
End-of-year total assets ($M) among Vituity Retirement Plan for Cep Physicians and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$54M
Net Income$29M
Employer EIN942494000
Plan Effective Date2023-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cep America, LLC Dba Vituity)

Sponsor-wide plan assets over time

All Cep America, LLC Dba Vituity plans reported in each filing year

Latest sponsor-wide plan assets
$54M 118.67639772765341% vs 2023
2024 filing year
$20M$30M$40M$50M$60M 20232024 $24.9M $54.4M ▲ +118.7%
Year Plans Participants Total Assets
2023 2 2,119 $25M
2024 1 2,318 $54M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Vituity Retirement Plan for Cep Physicians vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vituity Retirement Plan for Cep Physicians, Total assets ($B): 0.054438269 · Participants: 2318Vituity Retirement Plan for Cep PhysiciansKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Vituity Retirement Plan for Cep Physicians vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Vituity Retirement Plan for Cep Physicians's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc in TX ($54M); by covered participants it is Entergy Corporation Retirement Plan for Bargaining Employees in LA (2,317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,318 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 Vituity Retirement Plan for Cep Physicians assets move in 2024?
Vituity Retirement Plan for Cep Physicians surged - up 118.7% during 2024, from $25M to $54M. Reported net income was $29M.
How have Cep America, LLC Dba Vituity plan assets changed over time?
Across 2 plan years on file (2023-2024), Cep America, LLC Dba Vituity's sponsor-wide assets grew 118.7%, from $25M to $54M.
Where does Vituity Retirement Plan for Cep Physicians rank by assets among Form 5500 filers?
Vituity Retirement Plan for Cep Physicians ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to Vituity Retirement Plan for Cep Physicians?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc in TX ($54M, 361 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vituity Retirement Plan for Cep Physicians?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Entergy Corporation Retirement Plan for Bargaining Employees in LA (2,317 participants, $916M in assets).