401(k) · DOL Form 5500 · 2023

Envision Financial Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
40
Participants Small participant base
68th
Percentile by assets National rank
$392,995
Avg per participant High balance/head
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Official DOL plan name: Envision Financial Systems, Inc. 401(k) Plan · Sponsored by Envision Financial Systems, Inc. · California · Finance & Insurance

$16M in assets, 40 participants

Envision Financial Systems, Inc.'s Envision Financial Systems, Inc. 401(k) Plan reported $16M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,745 in Finance & Insurance (8,869 peers)

Envision Financial Systems, Inc. multi-year trail

Envision Financial Systems, Inc.'s plans moved +48.8% in assets from 2022 to 2024; this filing shows Envision Financial Systems, Inc. 401(k) Plan at $16M / 40 participants.

#4,745
in Finance & Insurance (8,869 peers)
+31.0%
assets growth YoY

Envision Financial Systems, Inc. 401(k) Plan's outsized position by total assets

Envision Financial Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$15,719,790 Top 32% higher than 68% 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

Envision Financial Systems, Inc. 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. Envision Financial Systems, Inc. 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Envision Financial Systems, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Envision Financial Systems, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Envision Financial Systems, Inc. 401(k) Plan reported participants fell from 55 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330636057 · Envision Financial Systems, Inc. PY 2023 · 401(k)

Envision Financial Systems, Inc. 401(k) Plan · $16M · 40 · 68th

  • BOY $16M
  • SCH 40
  • EBSA 68th
  • PART 401(k)
  • TYPE near Davis Development, Inc. 401(k) Plan
  • NET ind #4745

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 Finance & Insurance retirement plans → · Plans in California →

Envision Financial Systems, Inc. 401(k) Plan in the asset neighbourhood

Envision Financial Systems, Inc. 401(k) PlanEnvision Financial Systems, …$16MDavis Development, Inc. 401(k) PlanDavis Development, Inc. 401(…$16MContinental Realty Corporation 401(k) Retirement PlanContinental Realty Corporati…$16MFaana Retirement Plan$16MDiehl Management, Inc. 401(k) Profit Sharing PlanDiehl Management, Inc. 401(k…$16M
End-of-year total assets ($M) among Envision Financial Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Envision Financial Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Envision Financial Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 48.80222898340223% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12M $17.9M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 55 $12M
2023 1 40 $16M
2024 1 38 $18M

Envision Financial Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN330636057
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Envision Financial Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Envision Financial Systems, Inc. 401(k) Plan, Total assets ($B): 0.01571979 · Participants: 40Envision Financial Systems, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Envision Financial Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Envision Financial Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Envision Financial Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Davis Development, Inc. 401(k) Plan in GA ($16M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Envision Financial Systems, Inc. 401(k) Plan assets move in 2023? ▼
Envision Financial Systems, Inc. 401(k) Plan surged - up 31.0% during 2023, from $12M to $16M. Reported net income was $4M.
How have Envision Financial Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envision Financial Systems, Inc.'s sponsor-wide assets grew 48.8%, from $12M to $18M.
Which 401(k) plans are similar in size to Envision Financial Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis Development, Inc. 401(k) Plan in GA ($16M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Envision Financial Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330636057.

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.