ESOP · DOL Form 5500 · 2022

Pinnacle Eye Care, Inc. D/B/a Vision First ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
149
Participants Small participant base
70th
Percentile by assets National rank
$87,770
Avg per participant Below avg balance/head
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Official DOL plan name: Vision First Employee Stock Ownership Plan · Sponsored by Pinnacle Eye Care, Inc. D/B/a Vision First · Kentucky · Healthcare & Social Assistance

$13M in assets, 149 participants

Pinnacle Eye Care, Inc. D/B/a Vision First's Vision First Employee Stock Ownership Plan reported $13M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,038 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Vision First Employee Stock Ownership Plan covers 149 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $13M.

#15,038
in Healthcare & Social Assistance (20,060 peers)
+16.5%
assets growth YoY

Vision First Employee Stock Ownership Plan's outsized position by total assets

Vision First Employee Stock Ownership Plan vs every filed plan by assets

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

$13,077,759 Top 30% higher than 70% 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

Vision First 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. Vision First Employee Stock Ownership Plan sits mid-pack in the medium band (149 participants).

Form 5500 schedule snapshot

Filing strip 752993005 · Pinnacle Eye Care, Inc. D/B/a Vision First PY 2022 · ESOP

Vision First Employee Stock Ownership Plan · $13M · 149 · 70th

  • VS-ST $13M
  • VS-ST 149
  • VS-ST 70th
  • VS-ST ESOP
  • VS-ST near Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust
  • VS-ST ind #15038

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 Kentucky →

Vision First Employee Stock Ownership Plan in the asset neighbourhood

Hci Supply Employee Stock Ownership PlanHci Supply Employee Stock Ow…$13MVision First Employee Stock Ownership PlanVision First Employee Stock …$13MImagine One Technology & Management, Ltd. Employee Stock Ownership Plan and TrustImagine One Technology & Man…$13MRettew Employee Stock Ownership Plan TrustRettew Employee Stock Owners…$13MWayfield Foods, Inc. Employee Stock Ownership PlanWayfield Foods, Inc. Employe…$13M
End-of-year total assets ($M) among Vision First Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN752993005
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Eye Care, Inc. D/B/a Vision First)

Sponsor-wide plan assets over time

All Pinnacle Eye Care, Inc. D/B/a Vision First plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.36682906149559% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $24.1M ▲ +18.4%
Year Plans Participants Total Assets
2022 2 340 $20M
2023 2 329 $22M
2024 2 348 $24M

Nearby ESOP Plans in Kentucky

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

Vision First Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Vision First Employee Stock Ownership Plan, Total assets ($B): 0.013077759 · Participants: 149Vision First Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Vision First Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Vision First Employee Stock Ownership Plan side-by-side with 3 peers →

Vision First Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($13M); by covered participants it is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Vision First Employee Stock Ownership Plan assets move in 2022? ▼
Vision First Employee Stock Ownership Plan grew sharply - up 16.5% during 2022, from $11M to $13M. Reported net income was $2M.
How have Pinnacle Eye Care, Inc. D/B/a Vision First plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Eye Care, Inc. D/B/a Vision First's sponsor-wide assets grew 18.4%, from $20M to $24M.
Which ESOP plans are similar in size to Vision First Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($13M, 235 participants).
Which ESOP plans cover a similar participant headcount to Vision First Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT (149 participants, $4M 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 752993005.

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.