ESOP · DOL Form 5500 · 2023

Envision Management, LLC. ESOP

Data updated 2026-08-11

$211M
Total assets: 1,075
Participants: 95th
Percentile by assets: $196,569
Avg per participant

Official DOL plan name: Envision Management Holding, Inc. Employee Stock Ownership Plan · Sponsored by Envision Management, LLC. · Colorado · Healthcare & Social Assistance

$211M in assets, 1,075 participants

Envision Management, LLC.'s Envision Management Holding, Inc. Employee Stock Ownership Plan reported $211M in total assets and 1,075 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#16,893 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Envision Management Holding, Inc. Employee Stock Ownership Plan covers 1,075 participants in Colorado, 2.9x the typical Colorado plan (state average ~376 per filing). Assets: $211M.

$211M
total plan assets (2023 EOY): 1,075
covered participants: 95th
percentile by assets (of 127,072 plans): $196,569
avg assets per participant

Envision Management Holding, Inc. Employee Stock Ownership Plan reported net income rose from $18M in the plan year 2022 filing to $44M in the plan year 2023 filing.
Envision Management Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $171M in the plan year 2022 filing to $211M in the plan year 2023 filing.
Envision Management Holding, Inc. Employee Stock Ownership Plan reported participants rose from 932 in the plan year 2022 filing to 1,075 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Colorado

Industry

Healthcare & Social Assistance

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Envision Management Holding, Inc. Employee Stock Ownership Plan reports 1,075 participants - 2.9x that state average ($211M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)	$171M
Net Assets (End of Year)	$83M
Net Income	$44M
Employer EIN	841613233
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Envision Management, LLC.)

Total plan assets by year, all Envision Management, LLC. plans on file

Year	Plans	Participants	Total Assets
2022	2	2,178	$209M
2023	2	2,544	$258M
2024	2	2,780	$338M

Nearby ESOP Plans in Colorado

Peer ESOP plans, same state, same plan type, ranked by total assets.

Envision Management Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants

Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
Tuff Shed, Inc. Employee Stock Ownership Plan $92M · 1,490

Compare Envision Management Holding, Inc. Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Envision Management Holding, Inc. Employee Stock Ownership Plan by total assets, not by location.

Bi-Mart Corporation Employee Stock Ownership Plan (OR) $210M · 1,981
Eastern Bank Employee Stock Ownership Plan (MA) $213M · 1,778
David Clark Employee Stock Ownership Plan (MA) $209M · 221
Murray Plumbing & Heating Corporation Employee Stock Ownership Plan (CA) $209M · 367

Frequently Asked Questions

How did Envision Management Holding, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Envision Management Holding, Inc. Employee Stock Ownership Plan grew sharply - up 23.8% during 2023, from $171M to $211M. Reported net income was $44M.

How have Envision Management, LLC. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Envision Management, LLC.'s sponsor-wide assets grew 61.6%, from $209M to $338M.

Where does Envision Management Holding, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Envision Management Holding, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Envision Management Holding, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Bi-Mart Corporation Employee Stock Ownership Plan in OR ($210M, 1,981 participants).

Next read for Envision Management Holding, Inc. Employ…

Filing takeaways

Ways to act on Envision Management Holding, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Envision Management Holding, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
Envision Management, LLC.'s sponsor-wide assets have grown 61.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 841613233.