Other
2024 plan-year Other DOL Form 5500

Vituity Retirement Plan for Cep Physicians

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cep America, LLC Dba Vituity · California · Healthcare & Social Assistance

What the 2023 filing shows

Vituity Retirement Plan for Cep Physicians holds $54M for 2,318 participants — about $23,485 per participant, up 118.7% over the 2024 plan year.

$54M
total plan assets (2024 EOY)
2,318
covered participants
$23,485
avg assets per participant
+118.7%
assets growth YoY
Total Assets (2023)
$54M
Participants
2,318
State
Industry
Healthcare & Social Assistance

What the Filing Says About Vituity Retirement Plan for Cep Physicians

Vituity Retirement Plan for Cep Physicians is a Other retirement plan sponsored by Cep America, LLC Dba Vituity, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $54M in total end-of-year assets and covers 2,318 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 942494000, and the plan has been effective since 2023-01-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2024 to $54M at year-end — a gain of 118.7%. Net assets (after liabilities) closed the year at $54M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Cep America, LLC Dba Vituity)

Year Plans Participants Total Assets
2023 2 2,119 $25M
2024 1 2,318 $54M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Vituity Retirement Plan for Cep Physicians?
As of the 2024 Form 5500 filing, Vituity Retirement Plan for Cep Physicians holds $54M in total assets with 2,318 participants. It is sponsored by Cep America, LLC Dba Vituity.
What type of plan is Vituity Retirement Plan for Cep Physicians?
Vituity Retirement Plan for Cep Physicians is a Other plan. It has been effective since 2023-01-31. The plan is filed with the U.S. Department of Labor under EIN 942494000.
Who sponsors the Vituity Retirement Plan for Cep Physicians?
Vituity Retirement Plan for Cep Physicians is sponsored by Cep America, LLC Dba Vituity, located in California. The sponsor's EIN is 942494000 and the plan operates in the Healthcare & Social Assistance industry.
How did Vituity Retirement Plan for Cep Physicians perform in 2024?
Vituity Retirement Plan for Cep Physicians grew by 118.7% during 2024, moving from $25M to $54M in total assets. Net income was $29M.
Where can I find official filings for Vituity Retirement Plan for Cep Physicians?
Official Form 5500 filings for Vituity Retirement Plan for Cep Physicians are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942494000 or plan name at efast.dol.gov.
How does Vituity Retirement Plan for Cep Physicians compare to other plans?
You can compare Vituity Retirement Plan for Cep Physicians against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942494000.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.