401(k) · DOL Form 5500 · 2024

Vitalize, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
47
Participants Small participant base
62nd
Percentile by assets National rank
$280,740
Avg per participant High balance/head
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Official DOL plan name: Vitalize, LLC 401(k) Plan · Sponsored by Vitalize, LLC · Idaho · Retail Trade

$13M in assets, 47 participants

Vitalize, LLC's Vitalize, LLC 401(k) Plan reported $13M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,861 in Retail Trade (8,048 peers)

What the 2024 filing shows

Vitalize, LLC 401(k) Plan holds $13M for 47 participants - about $280,740 per participant, above the median plan by assets.

#5,861
in Retail Trade (8,048 peers)
-3.7%
assets change YoY

Vitalize, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Vitalize, LLC 401(k) Plan vs every filed plan by assets

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

$13,194,802 Top 38% higher than 62% 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

Vitalize, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vitalize, LLC 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vitalize, LLC 401(k) Plan reported net income rose from $107K in the plan year 2023 filing to $481K in the plan year 2024 filing.
  • Vitalize, LLC 401(k) Plan reported participants fell from 57 in the plan year 2023 filing to 47 in the plan year 2024 filing.
  • Vitalize, LLC 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205044297 · Vitalize, LLC PY 2024 · 401(k)

Vitalize, LLC 401(k) Plan · $13M · 47 · 62nd

  • PHOTO $13M
  • IND 47
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan
  • PCT ind #5861

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 Retail Trade retirement plans → · Plans in Idaho →

Vitalize, LLC 401(k) Plan in the asset neighbourhood

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing PlanSpooner Risk Control Service…$13MPt-1 Intermediate Holdings, LLC 401(k) PlanPt-1 Intermediate Holdings, …$13MVitalize, LLC 401(k) Plan$13MHtna Retirement Savings Plan$13MElite Floor Design Inc.401(k) Profit Sharing Plan & TrustElite Floor Design Inc.401(k…$13M
End-of-year total assets ($M) among Vitalize, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income$481K
Employer EIN205044297
Plan Effective Date2016-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitalize, LLC)

Sponsor-wide plan assets over time

All Vitalize, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 2.9682312707307865% vs 2022
2024 filing year
$13M$13.2M$13.4M$13.6M$13.8M 202220232024 $13.6M $13.2M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 149 $14M
2023 1 57 $14M
2024 1 47 $13M

Nearby 401(k) Plans in Idaho

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

Vitalize, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Vitalize, LLC 401(k) Plan, Total assets ($B): 0.013194802 · Participants: 47Vitalize, LLC 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Vitalize, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Vitalize, LLC 401(k) Plan side-by-side with 3 peers →

Vitalize, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan in OH ($13M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Vitalize, LLC 401(k) Plan assets move in 2024? ▼
Vitalize, LLC 401(k) Plan edged down modestly - down 3.7% during 2024, from $14M to $13M. Reported net income was $481K.
How have Vitalize, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vitalize, LLC's sponsor-wide assets declined 3.0%, from $14M to $13M.
Which 401(k) plans are similar in size to Vitalize, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan in OH ($13M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Vitalize, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants, $35M 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 205044297.

Read our methodology - how this data is sourced, computed, and verified.

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