ESOP · DOL Form 5500 · 2022

Visionist, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
103
Participants Small participant base
72nd
Percentile by assets National rank
$145,219
Avg per participant Above avg balance/head
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Official DOL plan name: Visionist, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Visionist, Inc. · Maryland · Professional & Technical Services

$15M in assets, 103 participants

Visionist, Inc.'s Visionist, Inc. Employee Stock Ownership Plan and Trust reported $15M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,540 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Visionist, Inc. Employee Stock Ownership Plan and Trust covers 103 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $15M.

#15,540
in Professional & Technical Services (21,562 peers)
+39.3%
assets growth YoY

Visionist, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Visionist, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$14,957,521 Top 28% higher than 72% 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

Visionist, Inc. Employee Stock Ownership Plan and Trust 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. Visionist, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (103 participants).

Plan-year Form 5500 strip

Filing strip 272668011 · Visionist, Inc. PY 2022 · ESOP

Visionist, Inc. Employee Stock Ownership Plan and Trust · $15M · 103 · 72nd

  • SCH $15M
  • SCH 103
  • SCH 72nd
  • SCH ESOP
  • SCH near Cgp Foods Inc. Employee Stock Ownership Plan
  • SCH ind #15540

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 What is an ESOP? → · Plans in Maryland →

Visionist, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Dfa New York Employee Stock Ownership PlanDfa New York Employee Stock …$15MVisionist, Inc. Employee Stock Ownership Plan and TrustVisionist, Inc. Employee Sto…$15MCgp Foods Inc. Employee Stock Ownership PlanCgp Foods Inc. Employee Stoc…$15MGotham Drywall, Inc. Employee Stock Ownership PlanGotham Drywall, Inc. Employe…$15MMckinney Communications Corporation Employee Stock Ownership PlanMckinney Communications Corp…$15M
End-of-year total assets ($M) among Visionist, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN272668011
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visionist, Inc.)

Sponsor-wide plan assets over time

All Visionist, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 81.05944997679534% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.9M $83M ▲ +81.0%
Year Plans Participants Total Assets
2022 2 206 $46M
2023 2 228 $65M
2024 2 255 $83M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Visionist, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Visionist, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 14.957521 · Participants: 103Visionist, Inc. Employee Stock Ownership Plan and TrustEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Visionist, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Visionist, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Visionist, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Cgp Foods Inc. Employee Stock Ownership Plan in WV ($15M); by covered participants it is Raulli & Sons, Inc. Employee Stock Ownership Plan in NY (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Visionist, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Visionist, Inc. Employee Stock Ownership Plan and Trust surged - up 39.3% during 2022, from $11M to $15M. Reported net income was $4M.
How have Visionist, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Visionist, Inc.'s sponsor-wide assets grew 81.1%, from $46M to $83M.
Which ESOP plans are similar in size to Visionist, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cgp Foods Inc. Employee Stock Ownership Plan in WV ($15M, 283 participants).
Which ESOP plans cover a similar participant headcount to Visionist, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Raulli & Sons, Inc. Employee Stock Ownership Plan in NY (103 participants, $7M 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 272668011.

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.