401(k) · DOL Form 5500 · 2022

Vista Equity Partners Management, LLC 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
377
Participants Below avg headcount
91st
Percentile by assets National rank
$193,509
Avg per participant Above avg balance/head
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Official DOL plan name: Vista Equity Partners Management, LLC Retirement Plan · Sponsored by Vista Equity Partners Management, LLC · California · Finance & Insurance

$73M in assets, 377 participants

Vista Equity Partners Management, LLC's Vista Equity Partners Management, LLC Retirement Plan reported $73M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,893 in Finance & Insurance (9,261 peers)

Where Vista Equity Partners Management, LLC Retirement Plan sits by assets

Vista Equity Partners Management, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $73M for 377 participants (~$193,509/participant), down 10.6% in 2022.

#7,893
in Finance & Insurance (9,261 peers)
-10.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vista Equity Partners Management, LLC Retirement Plan's outsized position by total assets

Vista Equity Partners Management, LLC Retirement Plan vs every filed plan by assets

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

$72,952,784 Top 9% higher than 91% 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

Vista Equity Partners Management, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vista Equity Partners Management, LLC Retirement Plan sits mid-pack in the medium band (377 participants).

DOL schedule card

Filing strip 260434499 · Vista Equity Partners Management, LLC PY 2022 · 401(k)

Vista Equity Partners Management, LLC Retirement Plan · $73M · 377 · 91st

  • BOY $73M
  • BOY 377
  • BOY 91st
  • BOY 401(k)
  • BOY near First Federal Bank 401(k) Profit Sharing Plan
  • BOY ind #7893

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 Finance & Insurance retirement plans → · Plans in California →

Vista Equity Partners Management, LLC Retirement Plan in the asset neighbourhood

Freed Maxick Cpas, P. C. 401(k) PlanFreed Maxick Cpas, P. C. 401…$73MVista Equity Partners Management, LLC Retirement PlanVista Equity Partners Manage…$73MFirst Federal Bank 401(k) Profit Sharing PlanFirst Federal Bank 401(k) Pr…$73M401(k) Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP401(k) Plan for Non-Secretar…$73MAludyne Inc. 401(k) Plan$73M
End-of-year total assets ($M) among Vista Equity Partners Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$73M
Net Income-$9M
Employer EIN260434499
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Equity Partners Management, LLC)

Sponsor-wide plan assets over time

All Vista Equity Partners Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$141M 93.04326069310802% vs 2022
2024 filing year
$50M$100M$150M 202220232024 $73M $141M ▲ +93.1%
Year Plans Participants Total Assets
2022 1 377 $73M
2023 1 489 $107M
2024 1 591 $141M

Nearby 401(k) Plans in California

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

Vista Equity Partners Management, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vista Equity Partners Management, LLC Retirement Plan, Total assets ($B): 0.072952784 · Participants: 377Vista Equity Partners Management, LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Vista Equity Partners Management, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vista Equity Partners Management, LLC Retirement Plan side-by-side with 3 peers →

Vista Equity Partners Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Federal Bank 401(k) Profit Sharing Plan in FL ($73M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Vista Equity Partners Management, LLC Retirement Plan assets move in 2022? ▼
Vista Equity Partners Management, LLC Retirement Plan pulled back noticeably - down 10.6% during 2022, from $82M to $73M. Reported net income was -$9M.
How have Vista Equity Partners Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Equity Partners Management, LLC's sponsor-wide assets grew 93.0%, from $73M to $141M.
Where does Vista Equity Partners Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Vista Equity Partners Management, LLC Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Vista Equity Partners Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Federal Bank 401(k) Profit Sharing Plan in FL ($73M, 716 participants).
Which 401(k) plans cover a similar participant headcount to Vista Equity Partners Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (377 participants, $16M 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 260434499.

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.