Profit Sharing · DOL Form 5500 · 2023

VISIONCORPS Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
151
Participants Small participant base
56th
Percentile by assets National rank
$58,138
Avg per participant Low balance/head
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Official DOL plan name: Visioncorps Tax Shelter Annuity Plan · Sponsored by VISIONCORPS · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 151 participants

VISIONCORPS's Visioncorps Tax Shelter Annuity Plan reported $9M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,853 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Visioncorps Tax Shelter Annuity Plan covers 151 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#10,853
in Healthcare & Social Assistance (17,684 peers)
+23.4%
assets growth YoY

Visioncorps Tax Shelter Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Visioncorps Tax Shelter Annuity Plan vs every filed plan by assets

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

$8,778,789 Top 44% higher than 56% 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

Visioncorps Tax Shelter Annuity 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. Visioncorps Tax Shelter Annuity Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visioncorps Tax Shelter Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Visioncorps Tax Shelter Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Visioncorps Tax Shelter Annuity Plan reported participants fell from 159 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231352349 · VISIONCORPS PY 2023 · Profit Sharing

Visioncorps Tax Shelter Annuity Plan · $9M · 151 · 56th

  • EIN $9M
  • RANK 151
  • PHOTO 56th
  • IND Profit Sharing
  • EOY near Gaurang S. Pandya, M.D. Profit Sharing Plan
  • 5500 ind #10853

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Visioncorps Tax Shelter Annuity Plan in the asset neighbourhood

Gaurang S. Pandya, M.D. Profit Sharing PlanGaurang S. Pandya, M.D. Prof…$9MGateway-Longview, Inc. Employee Savings PlanGateway-Longview, Inc. Emplo…$9MVisioncorps Tax Shelter Annuity PlanVisioncorps Tax Shelter Annu…$9MFarmers & Merchants Bank Eatonton Georgia Profit Sharing PlanFarmers & Merchants Bank Eat…$9MMarine Towing & Salvage of S.W. Fl, Inc Profit Sharing PlanMarine Towing & Salvage of S…$9M
End-of-year total assets ($M) among Visioncorps Tax Shelter Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN231352349
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VISIONCORPS)

Sponsor-wide plan assets over time

All VISIONCORPS plans reported in each filing year

Latest sponsor-wide plan assets
$8M 10.971134092216877% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $7.11M $7.89M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 159 $7M
2023 1 151 $9M
2024 1 170 $8M

Nearby Profit Sharing Plans in Pennsylvania

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

Visioncorps Tax Shelter Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Visioncorps Tax Shelter Annuity Plan, Total assets ($B): 0.008778789 · Participants: 151Visioncorps Tax Shelter Annuity PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Visioncorps Tax Shelter Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Visioncorps Tax Shelter Annuity Plan side-by-side with 3 peers →

Visioncorps Tax Shelter Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Gaurang S. Pandya, M.D. Profit Sharing Plan in CA ($9M); by covered participants it is Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees in NY (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Visioncorps Tax Shelter Annuity Plan assets move in 2023? ▼
Visioncorps Tax Shelter Annuity Plan grew sharply - up 23.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have VISIONCORPS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), VISIONCORPS's sponsor-wide assets grew 11.0%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Visioncorps Tax Shelter Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gaurang S. Pandya, M.D. Profit Sharing Plan in CA ($9M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Visioncorps Tax Shelter Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees in NY (151 participants, $4M 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 231352349.

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.