401(k) · DOL Form 5500 · 2023

Envision Business Management G 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
31st
Percentile by assets National rank
$160,635
Avg per participant Above avg balance/head
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Official DOL plan name: Envision Business Management G 401(k) Profit Sharing Plan & Trust · Sponsored by Envision Business Management G · Georgia · Finance & Insurance

$2M in assets, 13 participants

Envision Business Management G's Envision Business Management G 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,874 in Finance & Insurance (8,869 peers)

Envision Business Management G multi-year trail

Envision Business Management G's plans moved +43.3% in assets from 2022 to 2024; this filing shows Envision Business Management G 401(k) Profit Sharing Plan & Trust at $2M / 13 participants.

#1,874
in Finance & Insurance (8,869 peers)
+25.4%
assets growth YoY

Envision Business Management G 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Envision Business Management G 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,088,253 31st percentile higher than 31% 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 Business Management G 401(k) Profit Sharing Plan & Trust 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 Business Management G 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Envision Business Management G 401(k) Profit Sharing Plan & Trust reported net income rose from -$102K in the plan year 2022 filing to $423K in the plan year 2023 filing.
  • Envision Business Management G 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582507799 · Envision Business Management G PY 2023 · 401(k)

Envision Business Management G 401(k) Profit Sharing Plan & Trust · $2M · 13 · 31st

  • 5500 $2M
  • ASSETS 13
  • PCT 31st
  • EIN 401(k)
  • RANK near Central Vermont Eyecare 401(k) Plan
  • PHOTO ind #1874

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 Georgia →

Envision Business Management G 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Envision Business Management G 401(k) Profit Sharing Plan & TrustEnvision Business Management…$2MCentral Vermont Eyecare 401(k) PlanCentral Vermont Eyecare 401(…$2MEagle Comtronics Employee Retirement Savings PlanEagle Comtronics Employee Re…$2MQuality Pork International Inc. 401(k) PlanQuality Pork International I…$2MOriental Unlimited Inc 401(k) Profit Sharing Plan & TrustOriental Unlimited Inc 401(k…$2M
End-of-year total assets ($M) among Envision Business Management G 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Envision Business Management G multi-year asset trail

Sponsor-wide plan assets over time

All Envision Business Management G plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.314152265857395% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.67M $2.39M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 13 $2M
2024 1 14 $2M

Envision Business Management G filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$423K
Employer EIN582507799
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Envision Business Management G 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Envision Business Management G 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002088253 · Participants: 13Envision Business Management G 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Envision Business Management G 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

Envision Business Management G 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Central Vermont Eyecare 401(k) Plan in VT ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Business Management G 401(k) Profit Sharing Plan & Trust assets move in 2023?
Envision Business Management G 401(k) Profit Sharing Plan & Trust grew sharply - up 25.4% during 2023, from $2M to $2M. Reported net income was $423K.
How have Envision Business Management G plan assets changed over time?
Across 3 plan years on file (2022-2024), Envision Business Management G's sponsor-wide assets grew 43.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Envision Business Management G 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Central Vermont Eyecare 401(k) Plan in VT ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Envision Business Management G 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 in assets).