ESOP · DOL Form 5500 · 2022

Envision Management, LLC. ESOP

Data updated 2026-08-25

$171M
Total assets Near avg plan size
932
Participants Near avg headcount
95th
Percentile by assets National rank
$183,133
Avg per participant Above avg balance/head
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Official DOL plan name: Envision Management Holding, Inc. Employee Stock Ownership Plan · Sponsored by Envision Management, LLC. · Colorado · Healthcare & Social Assistance

$171M in assets, 932 participants

Envision Management, LLC.'s Envision Management Holding, Inc. Employee Stock Ownership Plan reported $171M in total assets and 932 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,197 in Healthcare & Social Assistance (20,060 peers)

Coverage in Colorado

Envision Management Holding, Inc. Employee Stock Ownership Plan covers 932 participants in Colorado, 2.5x the typical Colorado plan (state average ~376 per filing). Assets: $171M.

#19,197
in Healthcare & Social Assistance (20,060 peers)
+9.0%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Envision Management Holding, Inc. Employee Stock Ownership Plan's outsized position by total assets

Envision Management Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$170,680,000 Top 5% higher than 95% 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

Envision Management Holding, Inc. Employee Stock Ownership Plan 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. Envision Management Holding, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (932 participants).

EBSA filing schedule strip

Filing strip 841613233 · Envision Management, LLC. PY 2022 · ESOP

Envision Management Holding, Inc. Employee Stock Ownership Plan · $171M · 932 · 95th

  • 5500 $171M
  • ASSETS 932
  • PCT 95th
  • EIN ESOP
  • RANK near Employee Stock Ownership Plan of the Bank of New York Company, Inc.
  • PHOTO ind #19197

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 Colorado →

Envision Management Holding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

National Nail Corp. Employee Stock Ownership PlanNational Nail Corp. Employee…$174MTaylor-Listug, Inc. Employee Stock Ownership PlanTaylor-Listug, Inc. Employee…$172MEmployee Stock Ownership Plan of the Bank of New York Company, Inc.Employee Stock Ownership Pla…$171MEnvision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$171ME.C. Barton & Company Employee Stock Ownership Plan & TrustE.C. Barton & Company Employ…$167M
End-of-year total assets ($M) among Envision Management Holding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$38M
Net Income$18M
Employer EIN841613233
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envision Management, LLC.)

Sponsor-wide plan assets over time

All Envision Management, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$338M 61.60500324707861% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $209M $338M ▲ +61.6%
Year Plans Participants Total Assets
2022 2 2,178 $209M
2023 2 2,544 $258M
2024 2 2,780 $338M

Nearby ESOP Plans in Colorado

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

Envision Management Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 50100150200250300 Total assets ($M) Participants Envision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 101.300148 · Participants: 395Hercules Industries, Inc. Employee Stock Ownership Plan
Envision Management Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Envision Management Holding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Envision Management Holding, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Employee Stock Ownership Plan of the Bank of New York Company, Inc. in PA ($171M); by covered participants it is Tompkins Financial Corporation Employee Stock Ownership Plan in NY (932 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (932 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 Envision Management Holding, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Envision Management Holding, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.0% during 2022, from $157M to $171M. Reported net income was $18M.
How have Envision Management, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envision Management, LLC.'s sponsor-wide assets grew 61.6%, from $209M to $338M.
Where does Envision Management Holding, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Envision Management Holding, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Envision Management Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of the Bank of New York Company, Inc. in PA ($171M, 2,732 participants).
Which ESOP plans cover a similar participant headcount to Envision Management Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tompkins Financial Corporation Employee Stock Ownership Plan in NY (932 participants, $50M 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 841613233.

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.