401(k) · DOL Form 5500 · 2023

Visio Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
149
Participants Small participant base
53rd
Percentile by assets National rank
$52,733
Avg per participant Low balance/head
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Official DOL plan name: Visio Financial Services, Inc. 401(k) Retirement Plan · Sponsored by Visio Financial Services, Inc. · Texas · Real Estate

$8M in assets, 149 participants

Visio Financial Services, Inc.'s Visio Financial Services, Inc. 401(k) Retirement Plan reported $8M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,400 in Real Estate (4,727 peers)

Coverage in Texas

Visio Financial Services, Inc. 401(k) Retirement Plan covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#3,400
in Real Estate (4,727 peers)
+34.4%
assets growth YoY

Visio Financial Services, Inc. 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Visio Financial Services, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$7,857,213 Top 47% higher than 53% 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

Visio Financial Services, Inc. 401(k) Retirement 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. Visio Financial Services, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visio Financial Services, Inc. 401(k) Retirement Plan reported net income rose from $267K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Visio Financial Services, Inc. 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Visio Financial Services, Inc. 401(k) Retirement Plan reported participants fell from 168 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371739594 · Visio Financial Services, Inc. PY 2023 · 401(k)

Visio Financial Services, Inc. 401(k) Retirement Plan · $8M · 149 · 53rd

  • BOOK $8M
  • VS-ST 149
  • BOY 53rd
  • SCH 401(k)
  • EBSA near Longview Capital Corporation 401(k) Plan
  • PART ind #3400

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 Real Estate retirement plans → · Plans in Texas →

Visio Financial Services, Inc. 401(k) Retirement Plan in the asset neighbourhood

Visio Financial Services, Inc. 401(k) Retirement PlanVisio Financial Services, In…$8MLongview Capital Corporation 401(k) PlanLongview Capital Corporation…$8MWendy's Employee Investment PlanWendy's Employee Investment …$8MOld Shell Road Management, Inc. 401(k) PlanOld Shell Road Management, I…$8MMid-Atlantic Infrastructure Systems, Inc. 401(k) Profit Sharing PlanMid-Atlantic Infrastructure …$8M
End-of-year total assets ($M) among Visio Financial Services, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN371739594
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visio Financial Services, Inc.)

Sponsor-wide plan assets over time

All Visio Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 70.82392643305052% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.85M $9.99M ▲ +70.8%
Year Plans Participants Total Assets
2022 1 168 $6M
2023 1 149 $8M
2024 1 153 $10M

Nearby 401(k) Plans in Texas

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

Visio Financial Services, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Visio Financial Services, Inc. 401(k) Retirement Plan, Total assets ($B): 0.007857213 · Participants: 149Visio Financial Services, Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Visio Financial Services, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Visio Financial Services, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Visio Financial Services, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Longview Capital Corporation 401(k) Plan in IL ($8M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Visio Financial Services, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Visio Financial Services, Inc. 401(k) Retirement Plan surged - up 34.4% during 2023, from $6M to $8M. Reported net income was $2M.
How have Visio Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Visio Financial Services, Inc.'s sponsor-wide assets grew 70.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Visio Financial Services, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Longview Capital Corporation 401(k) Plan in IL ($8M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Visio Financial Services, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 371739594.

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.