401(k) · DOL Form 5500 · 2023

Financial Vision Advisory Serv 401(k) Plan

Data updated 2026-08-25

$426K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$142,056
Avg per participant Near avg balance/head
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Official DOL plan name: Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust · Sponsored by Financial Vision Advisory Serv · Connecticut · Retail Trade

$426K in assets, 3 participants

Financial Vision Advisory Serv's Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust reported $426K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,266 in Retail Trade (8,414 peers)

Financial Vision Advisory Serv multi-year trail

Financial Vision Advisory Serv's plans moved +75.8% in assets from 2022 to 2024; this filing shows Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust at $426K / 3 participants.

#2,266
in Retail Trade (8,414 peers)
+32.1%
assets growth YoY

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$426,168 17th percentile higher than 17% 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

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust reported net income rose from -$22K in the plan year 2022 filing to $104K in the plan year 2023 filing.
  • Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $323K in the plan year 2022 filing to $426K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030467012 · Financial Vision Advisory Serv PY 2023 · 401(k)

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust · $426K · 3 · 17th

  • EBSA $426K
  • PART 3
  • TYPE 17th
  • NET 401(k)
  • BOOK near Law Office of Bradley J Walkon 401(k)
  • VS-ST ind #2266

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 Retail Trade retirement plans → · Plans in Connecticut →

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & TrustFinancial Vision Advisory Se…$426KLaw Office of Bradley J Walkon 401(k)Law Office of Bradley J Walk…$426KMtc Retirement Plan$426KDee Dee Investments, Inc. 401(k) Profit Sharing PlanDee Dee Investments, Inc. 40…$426KThe Dagino Group, Inc. 401(k) Profit Sharing PlanThe Dagino Group, Inc. 401(k…$426K
End-of-year total assets ($M) among Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Financial Vision Advisory Serv multi-year asset trail

Sponsor-wide plan assets over time

All Financial Vision Advisory Serv plans reported in each filing year

Latest sponsor-wide plan assets
$567K 75.76133358548358% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.32M $0.57M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 3 $323K
2023 1 3 $426K
2024 1 3 $567K

Financial Vision Advisory Serv filing trail (2023)

Total Assets (Beginning of Year)$323K
Net Assets (End of Year)$426K
Net Income$104K
Employer EIN030467012
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000426168 · Participants: 3Financial Vision Advisory Serv 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Law Office of Bradley J Walkon 401(k) in CA ($426K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($426K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust surged - up 32.1% during 2023, from $323K to $426K. Reported net income was $104K.
How have Financial Vision Advisory Serv plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Vision Advisory Serv's sponsor-wide assets grew 75.8%, from $323K to $567K.
Where does Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust ranks in the 17th 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 Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Law Office of Bradley J Walkon 401(k) in CA ($426K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Financial Vision Advisory Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 030467012.

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.