Defined Benefit (Pension) · DOL Form 5500 · 2023

Vista Capital LLC Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1
Participants Small participant base
76th
Percentile by assets National rank
$24.3M
Avg per participant High balance/head
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Official DOL plan name: American Optical Corporation Retirement Plan · Sponsored by Vista Capital LLC · Connecticut · Manufacturing

$24M in assets, 1 participants

Vista Capital LLC's American Optical Corporation Retirement Plan reported $24M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,508 in Manufacturing (18,722 peers)

Where American Optical Corporation Retirement Plan sits by assets

American Optical Corporation Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 1 participant (~$24.3M/participant), down 4.7% in 2023.

#12,508
in Manufacturing (18,722 peers)
-4.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Optical Corporation Retirement Plan's outsized position by total assets

American Optical Corporation Retirement Plan vs every filed plan by assets

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

$24,299,870 Top 24% higher than 76% 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

American Optical Corporation Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Optical Corporation Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Optical Corporation Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • American Optical Corporation Retirement Plan end-of-year assets fell from $25M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510529512 · Vista Capital LLC PY 2023 · Defined Benefit (Pension)

American Optical Corporation Retirement Plan · $24M · 1 · 76th

  • PART $24M
  • TYPE 1
  • NET 76th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Sbera Pension Plan as Adopted by Eagle Bank
  • BOY ind #12508

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 Manufacturing retirement plans → · Plans in Connecticut →

American Optical Corporation Retirement Plan in the asset neighbourhood

Pima Federal Credit Union Defined Benefit Plan and TrustPima Federal Credit Union De…$24MCalifornia Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$24MAmerican Optical Corporation Retirement PlanAmerican Optical Corporation…$24MSbera Pension Plan as Adopted by Eagle BankSbera Pension Plan as Adopte…$24MSouthern Illinois Bricklayers Pension FundSouthern Illinois Bricklayer…$24M
End-of-year total assets ($M) among American Optical Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$1M
Employer EIN510529512
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Capital LLC)

Sponsor-wide plan assets over time

All Vista Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $39.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 37 $40M
2023 1 1 $24M
2024 1 1 N/A

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Optical Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants American Optical Corporation Retirement Plan, Total assets ($B): 0.02429987 · Participants: 1American Optical Corporation Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
American Optical Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

American Optical Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Eagle Bank in MA ($24M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

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 American Optical Corporation Retirement Plan assets move in 2023?
American Optical Corporation Retirement Plan edged down modestly - down 4.7% during 2023, from $25M to $24M. Reported net income was -$1M.
Where does American Optical Corporation Retirement Plan rank by assets among Form 5500 filers?
American Optical Corporation Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Optical Corporation Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Eagle Bank in MA ($24M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Optical Corporation Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, N/A in assets).