401(k) · DOL Form 5500 · 2023

Visionary Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
145
Participants Small participant base
55th
Percentile by assets National rank
$58,729
Avg per participant Low balance/head
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Official DOL plan name: Visionary Holding Company, Inc. 401(k) Retirement Savings Plan · Sponsored by Visionary Holding Company, Inc. · Ohio · Management of Enterprises

$9M in assets, 145 participants

Visionary Holding Company, Inc.'s Visionary Holding Company, Inc. 401(k) Retirement Savings Plan reported $9M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #398 in Management of Enterprises (1,137 peers)

Coverage in Ohio

Visionary Holding Company, Inc. 401(k) Retirement Savings Plan covers 145 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#398
in Management of Enterprises (1,137 peers)
+26.5%
assets growth YoY

Visionary Holding Company, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Management of Enterprises and all filers

Visionary Holding Company, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$8,515,723 Top 45% higher than 55% 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

Visionary Holding Company, Inc. 401(k) Retirement Savings 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. Visionary Holding Company, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visionary Holding Company, Inc. 401(k) Retirement Savings Plan reported net income rose from -$624K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Visionary Holding Company, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Visionary Holding Company, Inc. 401(k) Retirement Savings Plan reported participants rose from 133 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261854466 · Visionary Holding Company, Inc. PY 2023 · 401(k)

Visionary Holding Company, Inc. 401(k) Retirement Savings Plan · $9M · 145 · 55th

  • ASSETS $9M
  • PCT 145
  • EIN 55th
  • RANK 401(k)
  • PHOTO near American Technology Components, Inc. 401(k) Plan
  • IND ind #398

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 Management of Enterprises retirement plans → · Plans in Ohio →

Visionary Holding Company, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Visionary Holding Company, Inc. 401(k) Retirement Savings PlanVisionary Holding Company, I…$9MAmerican Technology Components, Inc. 401(k) PlanAmerican Technology Componen…$9MKatecho, LLC 401(k) Plan$9MMortgage Equity Partners Retirement PlanMortgage Equity Partners Ret…$9MSternberg, Inc. 401(k) Profit Sharing PlanSternberg, Inc. 401(k) Profi…$9M
End-of-year total assets ($M) among Visionary Holding Company, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN261854466
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visionary Holding Company, Inc.)

Sponsor-wide plan assets over time

All Visionary Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 51.36089769558756% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.73M $10.2M ▲ +51.4%
Year Plans Participants Total Assets
2022 1 133 $7M
2023 1 145 $9M
2024 1 129 $10M

Nearby 401(k) Plans in Ohio

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

Visionary Holding Company, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Visionary Holding Company, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.008515723 · Participants: 145Visionary Holding Company, Inc. 401(k) Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Visionary Holding Company, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Visionary Holding Company, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is American Technology Components, Inc. 401(k) Plan in IN ($9M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Visionary Holding Company, Inc. 401(k) Retirement Savings Plan assets move in 2023?
Visionary Holding Company, Inc. 401(k) Retirement Savings Plan grew sharply - up 26.5% during 2023, from $7M to $9M. Reported net income was $2M.
How have Visionary Holding Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Visionary Holding Company, Inc.'s sponsor-wide assets grew 51.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Visionary Holding Company, Inc. 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is American Technology Components, Inc. 401(k) Plan in IN ($9M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Visionary Holding Company, Inc. 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A in assets).