401(k) · DOL Form 5500 · 2022

Financial Vision Advisory Serv 401(k) Plan

Data updated 2026-08-25

$323K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$107,520
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust · Sponsored by Financial Vision Advisory Serv · Connecticut · Retail Trade

$323K in assets, 3 participants

Financial Vision Advisory Serv's Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust reported $323K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,094 in Retail Trade (9,519 peers)

Financial Vision Advisory Serv multi-year trail

Financial Vision Advisory Serv's plans moved +75.8% in assets from 2022 to 2024; this filing shows Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust at $323K / 3 participants.

#2,094
in Retail Trade (9,519 peers)
-6.3%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$322,559 14th percentile higher than 14% of 139,123 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 2022

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 030467012 · Financial Vision Advisory Serv PY 2022 · 401(k)

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust · $323K · 3 · 14th

  • RANK $323K
  • RANK 3
  • RANK 14th
  • RANK 401(k)
  • RANK near Renaissance Sound 401(k)
  • RANK ind #2094

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 Connecticut →

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & TrustFinancial Vision Advisory Se…$323KRenaissance Sound 401(k)$323KAmity Concerns, Inc. 401(k) PlanAmity Concerns, Inc. 401(k) …$323KMj Sexton 401(k) Plan$322KSawbrooke Holdings Retirement PlanSawbrooke Holdings Retiremen…$322K
End-of-year total assets ($M) among Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Financial Vision Advisory Serv multi-year asset trail

Sponsor-wide plan assets over time

All Financial Vision Advisory Serv plans reported in each filing year

Latest sponsor-wide plan assets
$567K 75.76133358548358% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.32M $0.57M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 3 $323K
2023 1 3 $426K
2024 1 3 $567K

Financial Vision Advisory Serv filing trail (2022)

Total Assets (Beginning of Year)$344K
Net Assets (End of Year)$323K
Net Income-$22K
Employer EIN030467012
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000322559 · Participants: 3Financial Vision Advisory Serv 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Renaissance Sound 401(k) in TX ($323K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.3% during 2022, from $344K to $323K. Reported net income was -$22K.
How have Financial Vision Advisory Serv plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Vision Advisory Serv's sponsor-wide assets grew 75.8%, from $323K to $567K.
Where does Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Renaissance Sound 401(k) in TX ($323K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030467012.

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.