Profit Sharing · DOL Form 5500 · 2022
VISIONCORPS Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $44,736
- Avg per participant Low balance/head
Official DOL plan name: Visioncorps Tax Shelter Annuity Plan · Sponsored by VISIONCORPS · Pennsylvania · Healthcare & Social Assistance
$7M in assets, 159 participants
VISIONCORPS's Visioncorps Tax Shelter Annuity Plan reported $7M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,773 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Visioncorps Tax Shelter Annuity Plan covers 159 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #12,773
- in Healthcare & Social Assistance (20,060 peers)
- -12.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Visioncorps Tax Shelter Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Visioncorps Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,112,993 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Visioncorps Tax Shelter Annuity 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. Visioncorps Tax Shelter Annuity Plan sits mid-pack in the medium band (159 participants).
Published 5500 schedule card
Filing strip 231352349 · VISIONCORPS PY 2022 · Profit Sharing
Visioncorps Tax Shelter Annuity Plan · $7M · 159 · 58th
- IND $7M
- EOY 159
- 5500 58th
- ASSETS Profit Sharing
- PCT near Ruland Family Dentistry PA Psp
- EIN ind #12773
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Visioncorps Tax Shelter Annuity Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 231352349 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VISIONCORPS)
Sponsor-wide plan assets over time
All VISIONCORPS plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 10.971134092216877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $7M |
| 2023 | 1 | 151 | $9M |
| 2024 | 1 | 170 | $8M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Visioncorps Tax Shelter Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Ruland Family Dentistry PA Psp in MD ($7M); by covered participants it is Concord Nh Boys & Girls Club 403(b) Plan in NH (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Concord Nh Boys & Girls Club 403(b) Plan (NH) 159 · 0 off
- Burr and Burton Academy 403(b)Plan (VT) 159 · 0 off
- The Santa Barbara Neighborhood Clinics 403(b) Plan (CA) 159 · 0 off
- Juniper Ring Acquisitions, LLC 401(k) Plan (NY) 159 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.