401(k) · DOL Form 5500 · 2022

Vistage Worldwide, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
211
Participants Below avg headcount
79th
Percentile by assets National rank
$109,747
Avg per participant Below avg balance/head
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Official DOL plan name: Vistage Worldwide, Inc. 401(k) Plan · Sponsored by Vistage Worldwide, Inc. · California · Professional & Technical Services

$23M in assets, 211 participants

Vistage Worldwide, Inc.'s Vistage Worldwide, Inc. 401(k) Plan reported $23M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,184 in Professional & Technical Services (21,562 peers)

Coverage in California

Vistage Worldwide, Inc. 401(k) Plan covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $23M.

#17,184
in Professional & Technical Services (21,562 peers)
-11.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vistage Worldwide, Inc. 401(k) Plan's outsized position by total assets

Vistage Worldwide, Inc. 401(k) Plan vs every filed plan by assets

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

$23,156,547 Top 21% higher than 79% 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

Vistage Worldwide, Inc. 401(k) 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. Vistage Worldwide, Inc. 401(k) Plan sits mid-pack in the medium band (211 participants).

Plan-year Form 5500 strip

Filing strip 954666411 · Vistage Worldwide, Inc. PY 2022 · 401(k)

Vistage Worldwide, Inc. 401(k) Plan · $23M · 211 · 79th

  • EBSA $23M
  • EBSA 211
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Principle Business Enterprises, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #17184

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 Professional & Technical Services retirement plans → · Plans in California →

Vistage Worldwide, Inc. 401(k) Plan in the asset neighbourhood

Vistage Worldwide, Inc. 401(k) PlanVistage Worldwide, Inc. 401(…$23MPrinciple Business Enterprises, Inc. 401(k) Profit Sharing PlanPrinciple Business Enterpris…$23MColony Bankcorp, Inc. 401(k) PlanColony Bankcorp, Inc. 401(k)…$23MGachassin Law Firm, LLC Profit Sharing 401(k) TrustGachassin Law Firm, LLC Prof…$23MEf Johnson Company 401(k) Profit Sharing PlanEf Johnson Company 401(k) Pr…$23M
End-of-year total assets ($M) among Vistage Worldwide, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN954666411
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistage Worldwide, Inc.)

Sponsor-wide plan assets over time

All Vistage Worldwide, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 23.529397539279064% vs 2022
2023 filing year
$22M$24M$26M$28M$30M 20222023 $23.2M $28.6M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 211 $23M
2023 1 220 $29M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vistage Worldwide, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vistage Worldwide, Inc. 401(k) Plan, Total assets ($B): 0.023156547 · Participants: 211Vistage Worldwide, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Vistage Worldwide, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vistage Worldwide, Inc. 401(k) Plan side-by-side with 3 peers →

Vistage Worldwide, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Principle Business Enterprises, Inc. 401(k) Profit Sharing Plan in OH ($23M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Vistage Worldwide, Inc. 401(k) Plan assets move in 2022? ▼
Vistage Worldwide, Inc. 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Vistage Worldwide, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Vistage Worldwide, Inc.'s sponsor-wide assets grew 23.5%, from $23M to $29M.
Where does Vistage Worldwide, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vistage Worldwide, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vistage Worldwide, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Principle Business Enterprises, Inc. 401(k) Profit Sharing Plan in OH ($23M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Vistage Worldwide, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (211 participants, $87K 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 954666411.

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.