ESOP · DOL Form 5500 · 2022
Envision Management, LLC. ESOP
Data updated 2026-08-11
- $171M
- Total assets
- 932
- Participants
- 95th
- Percentile by assets
- $183,133
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $171M
- total plan assets (2022 EOY)
- 932
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $183,133
- avg assets per participant
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Envision Management Holding, Inc. Employee Stock Ownership Plan reports 932 participants - 2.5x that state average ($171M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $18M |
| Employer EIN | 841613233 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Envision Management, LLC.)
| 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
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
- Hercules Industries, Inc. Employee Stock Ownership Plan $101M · 395
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Envision Management Holding, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Envision Management Holding, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Envision Management Holding, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Envision Management, LLC.'s sponsor-wide assets have grown 61.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans