Defined Benefit (Pension) · DOL Form 5500 · 2022
Vista Tax Group, LLC Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $295,581
- Avg per participant High balance/head
Official DOL plan name: Vista Tax Group, LLC Cash Balance Plan · Sponsored by Vista Tax Group, LLC · New Jersey · Professional & Technical Services
$1M in assets, 5 participants
Vista Tax Group, LLC's Vista Tax Group, LLC Cash Balance Plan reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,580 in Professional & Technical Services (21,562 peers)
2022 asset change
Vista Tax Group, LLC Cash Balance Plan pulled back noticeably 8.1% in 2022 ($2M → $1M) for 5 participants.
- #5,580
- in Professional & Technical Services (21,562 peers)
- -8.1%
- assets change YoY
The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vista Tax Group, LLC Cash Balance Plan among the smaller filed plans by assets
Vista Tax Group, LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,477,906 29th percentile higher than 29% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Vista Tax Group, LLC Cash Balance Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vista Tax Group, LLC Cash Balance Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 202863739 · Vista Tax Group, LLC PY 2022 · Defined Benefit (Pension)
Vista Tax Group, LLC Cash Balance Plan · $1M · 5 · 29th
- PART $1M
- PART 5
- PART 29th
- PART Defined Benefit (Pension)
- PART near Edward K. Holly, D.D.S. Cash Balance Plan
- PART ind #5580
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Vista Tax Group, LLC Cash Balance Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$130K |
| Employer EIN | 202863739 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Vista Tax Group, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Edward K. Holly, D.D.S. Cash Balance Plan in CA ($1M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.