ESOP · DOL Form 5500 · 2023
Pinnacle Eye Care, Inc. D/B/a Vision First ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 143
- Participants
- 66th
- Percentile by assets
- $99,449
- Avg per participant
Official DOL plan name: Vision First Employee Stock Ownership Plan · Sponsored by Pinnacle Eye Care, Inc. D/B/a Vision First · Kentucky · Healthcare & Social Assistance
$14M in assets, 143 participants
Pinnacle Eye Care, Inc. D/B/a Vision First's Vision First Employee Stock Ownership Plan reported $14M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #12,599 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Vision First Employee Stock Ownership Plan covers 143 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $14M.
- $14M
- total plan assets (2023 EOY)
- 143
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $99,449
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vision First Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Vision First Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Vision First Employee Stock Ownership Plan reported participants fell from 149 in the plan year 2022 filing to 143 in the plan year 2023 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Vision First Employee Stock Ownership Plan reports 143 participants - about 22% of that state average ($14M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 752993005 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pinnacle Eye Care, Inc. D/B/a Vision First)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 340 | $20M |
| 2023 | 2 | 329 | $22M |
| 2024 | 2 | 348 | $24M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Vision First Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Vision First Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Vision First Employee Stock Ownership Plan assets move in 2023? ▼
How have Pinnacle Eye Care, Inc. D/B/a Vision First plan assets changed over time? ▼
Which ESOP plans are similar in size to Vision First Employee Stock Ownership Plan? ▼
Next read for Vision First Employee Stock Ownership Pl…
Filing takeaways
Ways to act on Vision First Employee Stock Ownership Plan's numbers.
- By total assets, Vision First Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Pinnacle Eye Care, Inc. D/B/a Vision First's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans