ESOP · DOL Form 5500 · 2023

Pinnacle Eye Care, Inc. D/B/a Vision First ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
143
Participants Small participant base
66th
Percentile by assets National rank
$99,449
Avg per participant Below avg balance/head
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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.

  • #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.

#12,599
in Healthcare & Social Assistance (17,684 peers)
+8.7%
assets growth YoY

Vision First Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Vision First Employee Stock Ownership Plan vs every filed plan by assets

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

$14,221,209 Top 34% higher than 66% 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

Vision First Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vision First Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752993005 · Pinnacle Eye Care, Inc. D/B/a Vision First PY 2023 · ESOP

Vision First Employee Stock Ownership Plan · $14M · 143 · 66th

  • PCT $14M
  • EIN 143
  • RANK 66th
  • PHOTO ESOP
  • IND near Foodpro Corporation Employee Stock Ownership Plan
  • EOY ind #12599

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 What is an ESOP? → · Plans in Kentucky →

Vision First Employee Stock Ownership Plan in the asset neighbourhood

The Motz Corporation Employee Stock Ownership PlanThe Motz Corporation Employe…$14MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$14MVision First Employee Stock Ownership PlanVision First Employee Stock …$14MFoodpro Corporation Employee Stock Ownership PlanFoodpro Corporation Employee…$14MVan Boerum & Frank Associates, Inc. Employee Stock Ownership PlanVan Boerum & Frank Associate…$14M
End-of-year total assets ($M) among Vision First Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN752993005
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Eye Care, Inc. D/B/a Vision First)

Sponsor-wide plan assets over time

All Pinnacle Eye Care, Inc. D/B/a Vision First plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.36682906149559% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $24.1M ▲ +18.4%
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 Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Vision First Employee Stock Ownership Plan, Total assets ($B): 0.014221209 · Participants: 143Vision First Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Vision First Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Vision First Employee Stock Ownership Plan side-by-side with 3 peers →

Vision First Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Foodpro Corporation Employee Stock Ownership Plan in MD ($14M); by covered participants it is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Vision First Employee Stock Ownership Plan assets move in 2023? ▼
Vision First Employee Stock Ownership Plan grew at a solid clip - up 8.7% during 2023, from $13M to $14M. Reported net income was $1M.
How have Pinnacle Eye Care, Inc. D/B/a Vision First plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Eye Care, Inc. D/B/a Vision First's sponsor-wide assets grew 18.4%, from $20M to $24M.
Which ESOP plans are similar in size to Vision First Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Foodpro Corporation Employee Stock Ownership Plan in MD ($14M, 53 participants).
Which ESOP plans cover a similar participant headcount to Vision First Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants, $10M 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 752993005.

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.