Other · DOL Form 5500 · 2024
Vesta Inc Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $86,511
- Avg per participant Below avg balance/head
Official DOL plan name: Vesta, Inc. 403(b) Plan · Sponsored by Vesta Inc · Maryland · Healthcare & Social Assistance
$15M in assets, 168 participants
Vesta Inc's Vesta, Inc. 403(b) Plan reported $15M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,637 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Vesta, Inc. 403(b) Plan covers 168 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $15M.
- #11,637
- in Healthcare & Social Assistance (16,916 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vesta, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Vesta, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,533,895 Top 36% higher than 64% 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
Vesta, Inc. 403(b) 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. Vesta, Inc. 403(b) Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vesta, Inc. 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Vesta, Inc. 403(b) Plan reported participants fell from 214 in the plan year 2023 filing to 168 in the plan year 2024 filing.
- Vesta, Inc. 403(b) Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521275072 · Vesta Inc PY 2024 · Other
Vesta, Inc. 403(b) Plan · $15M · 168 · 64th
- EOY $15M
- EOY 168
- EOY 64th
- EOY Other
- EOY near Threefold Educational Foundation and School Defined Contribution Retirement Plan
- EOY ind #11637
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 Maryland →
Vesta, Inc. 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 521275072 |
| Plan Effective Date | 1995-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vesta Inc)
Sponsor-wide plan assets over time
All Vesta Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 6.573062470274964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $14M |
| 2023 | 1 | 214 | $16M |
| 2024 | 1 | 168 | $15M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Vesta, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Threefold Educational Foundation and School Defined Contribution Retirement Plan in NY ($15M); by covered participants it is Pomfret School 403(b) Retirement Plan in CT (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Pomfret School 403(b) Retirement Plan (CT) 168 · 0 off
- Easter Seals Southern Georgia 403b) Retirement (GA) 168 · 0 off
- Manson Western, LLC 401(k) Profit Sharing Plan (CA) 168 · 0 off
- Randolph School Defined Contribution Retirement Plan (AL) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.