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
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
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.
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 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
| 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 EIN | 582507799 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.