401(k) · DOL Form 5500 · 2022

Blue Vista Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
59
Participants Small participant base
70th
Percentile by assets National rank
$224,890
Avg per participant Above avg balance/head
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Official DOL plan name: Blue Vista Capital Management 401(k) Plan · Sponsored by Blue Vista Capital Management, LLC · Illinois · Finance & Insurance

$13M in assets, 59 participants

Blue Vista Capital Management, LLC's Blue Vista Capital Management 401(k) Plan reported $13M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,049 in Finance & Insurance (9,261 peers)

Blue Vista Capital Management, LLC multi-year trail

Blue Vista Capital Management, LLC's plans moved +51.3% in assets from 2022 to 2024; this filing shows Blue Vista Capital Management 401(k) Plan at $13M / 59 participants.

#5,049
in Finance & Insurance (9,261 peers)
-9.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Vista Capital Management 401(k) Plan's outsized position by total assets

Blue Vista Capital Management 401(k) Plan vs every filed plan by assets

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

$13,268,488 Top 30% higher than 70% 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

Blue Vista Capital Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Vista Capital Management 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 205320876 · Blue Vista Capital Management, LLC PY 2022 · 401(k)

Blue Vista Capital Management 401(k) Plan · $13M · 59 · 70th

  • 5500 $13M
  • ASSETS 59
  • PCT 70th
  • EIN 401(k)
  • RANK near Canus Corporation 401(k) Profit Sharing Plan
  • PHOTO ind #5049

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 Illinois →

Blue Vista Capital Management 401(k) Plan in the asset neighbourhood

Blue Vista Capital Management 401(k) PlanBlue Vista Capital Managemen…$13MCanus Corporation 401(k) Profit Sharing PlanCanus Corporation 401(k) Pro…$13MNew Road Schools of New Jersey, Inc. 401(k) Savings PlanNew Road Schools of New Jers…$13MOwen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)Owen-Adams, Inc. Dba Overhea…$13MPittsburgh Logistics Systems, Inc. 401(k) PlanPittsburgh Logistics Systems…$13M
End-of-year total assets ($M) among Blue Vista Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Blue Vista Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blue Vista Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 51.29523424221358% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.3M $20.1M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 59 $13M
2023 1 71 $17M
2024 1 80 $20M

Blue Vista Capital Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN205320876
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Blue Vista Capital Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Blue Vista Capital Management 401(k) Plan, Total assets ($B): 0.013268488 · Participants: 59Blue Vista Capital Management 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Blue Vista Capital Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Blue Vista Capital Management 401(k) Plan side-by-side with 3 peers →

Blue Vista Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Canus Corporation 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Cai Inc Prodiac Pension Plan in MA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Blue Vista Capital Management 401(k) Plan assets move in 2022? ▼
Blue Vista Capital Management 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $15M to $13M. Reported net income was -$1M.
How have Blue Vista Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Vista Capital Management, LLC's sponsor-wide assets grew 51.3%, from $13M to $20M.
Which 401(k) plans are similar in size to Blue Vista Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canus Corporation 401(k) Profit Sharing Plan in CA ($13M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Blue Vista Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cai Inc Prodiac Pension Plan in MA (59 participants, $12M 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 205320876.

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.