ESOP · DOL Form 5500 · 2022
Visionist, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 103
- Participants
- 72nd
- Percentile by assets
- $145,219
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 103
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $145,219
- avg assets per participant
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Visionist, Inc. Employee Stock Ownership Plan and Trust reports 103 participants - about 11% of that state average ($15M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 272668011 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visionist, Inc.)
| 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
- Evapco, Inc. Employee Stock Ownership Plan $876M · 1,522
- Westat, Inc. Employee Stock Ownership Plan $371M · 2,842
- Brown Capital Management ESOP $368M · 34
- Kci Technologies, Inc. Employee Stock Ownership Plan $289M · 1,580
- Lockheed Martin Corporation Capital Accumulation Plan $247M · 4,213
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Visionist, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Visionist, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
How have Visionist, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Visionist, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Visionist, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Visionist, Inc.'s sponsor-wide assets have grown 81.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans