2023 Form 5500 filing — Vital Energy, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927082937NAL0001080979001) for Vital Energy, Inc. 401(K) Plan, reported by Vital Energy, Inc. under EIN 45-3007926 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$54MReported net assets$53,986,425

Participants416

Provider compensation$19.5K1 Schedule C row(s)$19,540

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240927082937NAL0001080979001
Plan sponsor: Vital Energy, Inc.
EIN: 45-3007926
Plan number: 001
Location: Tulsa, OK
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$54M total assets

Net assets$54MLiabilities$0

Money in vs. money out

Total income / additions$15.7M

Total expenses$3.5M

Benefits paid / distributions$3.5M

Contributions

Employer$2.7M

Participant$3.6M

Full reported line items

Total assets (EOY): $53,986,425
Total liabilities (EOY): $0
Net assets (EOY): $53,986,425
Employer contributions: $2,655,283
Participant contributions: $3,622,528
Total income / additions: $15,680,330
Benefits paid: $3,483,677
Administrative expenses: $19,540
Total expenses: $3,503,217
Net increase / (decrease): $12,177,113

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Milliman, Inc.$19.5K
NONE · Direct $19.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927082937NAL0001080979001 cover?: It is the 2023 Form 5500 filing for Vital Energy, Inc. 401(K) Plan, reported by Vital Energy, Inc. (EIN 45-3007926).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).