401(k) · DOL Form 5500 · 2023

Vista Management Company 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
25
Participants Small participant base
24th
Percentile by assets National rank
$42,134
Avg per participant Low balance/head
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Official DOL plan name: Vista Management Company 401(k) Plan · Sponsored by Vista Management Company · Texas · Real Estate

$1M in assets, 25 participants

Vista Management Company's Vista Management Company 401(k) Plan reported $1M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,961 in Real Estate (4,727 peers)

Vista Management Company multi-year trail

Vista Management Company's plans moved +52.3% in assets from 2022 to 2024; this filing shows Vista Management Company 401(k) Plan at $1M / 25 participants.

#1,961
in Real Estate (4,727 peers)
+26.9%
assets growth YoY

Vista Management Company 401(k) Plan among the smaller filed plans by assets

Vista Management Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,053,342 24th percentile higher than 24% of 127,068 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 2023

Vista Management Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vista Management Company 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vista Management Company 401(k) Plan reported net income rose from -$84K in the plan year 2022 filing to $223K in the plan year 2023 filing.
  • Vista Management Company 401(k) Plan end-of-year assets rose from $830K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Vista Management Company 401(k) Plan reported participants fell from 28 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760163534 · Vista Management Company PY 2023 · 401(k)

Vista Management Company 401(k) Plan · $1M · 25 · 24th

  • PCT $1M
  • PCT 25
  • PCT 24th
  • PCT 401(k)
  • PCT near Msb.Inspired Enterprise Retirement Plan
  • PCT ind #1961

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 Real Estate retirement plans → · Plans in Texas →

Vista Management Company 401(k) Plan in the asset neighbourhood

Vista Management Company 401(k) PlanVista Management Company 401…$1MMsb.Inspired Enterprise Retirement PlanMsb.Inspired Enterprise Reti…$1MStryker Standard LLC 401(k) PlanStryker Standard LLC 401(k) …$1MCw Conveyor 401(k) Profit Sharing PlanCw Conveyor 401(k) Profit Sh…$1MFedelta Home Care LLC 401(k) Profit Sharing Plan & TrustFedelta Home Care LLC 401(k)…$1M
End-of-year total assets ($M) among Vista Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vista Management Company multi-year asset trail

Sponsor-wide plan assets over time

All Vista Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.307645963743276% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.83M $1.26M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 28 $830K
2023 1 25 $1M
2024 1 25 $1M

Vista Management Company filing trail (2023)

Total Assets (Beginning of Year)$830K
Net Assets (End of Year)$1M
Net Income$223K
Employer EIN760163534
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Vista Management Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vista Management Company 401(k) Plan, Total assets ($B): 0.001053342 · Participants: 25Vista Management Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Vista Management Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Vista Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Msb.Inspired Enterprise Retirement Plan in CA ($1M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vista Management Company 401(k) Plan assets move in 2023?
Vista Management Company 401(k) Plan grew sharply - up 26.9% during 2023, from $830K to $1M. Reported net income was $223K.
How have Vista Management Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Vista Management Company's sponsor-wide assets grew 52.3%, from $830K to $1M.
Where does Vista Management Company 401(k) Plan rank by assets among Form 5500 filers?
Vista Management Company 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Vista Management Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Msb.Inspired Enterprise Retirement Plan in CA ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Vista Management Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 participants, N/A in assets).