401(k) · DOL Form 5500 · 2022
Vista Tax Group, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $583,150
- Avg per participant High balance/head
Official DOL plan name: Vista Tax Group 401(k) Profit Sharing Plan · Sponsored by Vista Tax Group, LLC · New Jersey · Professional & Technical Services
$3M in assets, 5 participants
Vista Tax Group, LLC's Vista Tax Group 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #8,013 in Professional & Technical Services (21,562 peers)
2022 asset change
Vista Tax Group 401(k) Profit Sharing Plan pulled back noticeably 14.0% in 2022 ($3M → $3M) for 5 participants.
- #8,013
- in Professional & Technical Services (21,562 peers)
- -14.0%
- assets change YoY
The plan reported a net loss of $475K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vista Tax Group 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Vista Tax Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,915,750 40th percentile higher than 40% 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 401(k) Profit Sharing 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 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 202863739 · Vista Tax Group, LLC PY 2022 · 401(k)
Vista Tax Group 401(k) Profit Sharing Plan · $3M · 5 · 40th
- PHOTO $3M
- IND 5
- EOY 40th
- 5500 401(k)
- ASSETS near Peddler's Village Retirement Plan
- PCT ind #8013
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 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$475K |
| Employer EIN | 202863739 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Vista Tax Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Peddler's Village Retirement Plan in PA ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M 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.