401(k) · DOL Form 5500 · 2023

Vista Equity Partners Management, LLC 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
489
Participants Below avg headcount
92nd
Percentile by assets National rank
$219,455
Avg per participant Above avg balance/head
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Official DOL plan name: Vista Equity Partners Management, LLC Retirement Plan · Sponsored by Vista Equity Partners Management, LLC · California · Finance & Insurance

$107M in assets, 489 participants

Vista Equity Partners Management, LLC's Vista Equity Partners Management, LLC Retirement Plan reported $107M in total assets and 489 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,749 in Finance & Insurance (8,869 peers)

Where Vista Equity Partners Management, LLC Retirement Plan sits by assets

Vista Equity Partners Management, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $107M for 489 participants (~$219,455/participant), up 47.1% in 2023.

#7,749
in Finance & Insurance (8,869 peers)
+47.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Vista Equity Partners Management, LLC Retirement Plan's outsized position by total assets

Vista Equity Partners Management, LLC Retirement Plan vs every filed plan by assets

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

$107,313,476 Top 8% higher than 92% 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

Vista Equity Partners Management, LLC 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. Vista Equity Partners Management, LLC Retirement Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vista Equity Partners Management, LLC Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Vista Equity Partners Management, LLC Retirement Plan end-of-year assets rose from $73M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Vista Equity Partners Management, LLC Retirement Plan reported participants rose from 377 in the plan year 2022 filing to 489 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260434499 · Vista Equity Partners Management, LLC PY 2023 · 401(k)

Vista Equity Partners Management, LLC Retirement Plan · $107M · 489 · 92nd

  • 5500 $107M
  • ASSETS 489
  • PCT 92nd
  • EIN 401(k)
  • RANK near Bemis Employees' Savings Plan
  • PHOTO ind #7749

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 Finance & Insurance retirement plans → · Plans in California →

Vista Equity Partners Management, LLC Retirement Plan in the asset neighbourhood

American Israel Public Affairs Committee 401(k) Profit Sharing PlanAmerican Israel Public Affai…$107MMidwest Physician Anesthesia Services, Inc. Profit Sharing PlanMidwest Physician Anesthesia…$107MVista Equity Partners Management, LLC Retirement PlanVista Equity Partners Manage…$107MBemis Employees' Savings Plan$107MRodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and TrustRodey Dickason Sloan Akin & …$107M
End-of-year total assets ($M) among Vista Equity Partners Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$107M
Net Income$34M
Employer EIN260434499
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Equity Partners Management, LLC)

Sponsor-wide plan assets over time

All Vista Equity Partners Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$141M 93.04326069310802% vs 2022
2024 filing year
$50M$100M$150M 202220232024 $73M $141M ▲ +93.1%
Year Plans Participants Total Assets
2022 1 377 $73M
2023 1 489 $107M
2024 1 591 $141M

Nearby 401(k) Plans in California

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

Vista Equity Partners Management, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vista Equity Partners Management, LLC Retirement Plan, Total assets ($B): 0.107313476 · Participants: 489Vista Equity Partners Management, LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Vista Equity Partners Management, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vista Equity Partners Management, LLC Retirement Plan side-by-side with 3 peers →

Vista Equity Partners Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bemis Employees' Savings Plan in WI ($107M); by covered participants it is Maine Employers' Mutual Insurance Company 401(k) Plan in ME (489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (489 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 Vista Equity Partners Management, LLC Retirement Plan assets move in 2023? ▼
Vista Equity Partners Management, LLC Retirement Plan surged - up 47.1% during 2023, from $73M to $107M. Reported net income was $34M.
How have Vista Equity Partners Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Equity Partners Management, LLC's sponsor-wide assets grew 93.0%, from $73M to $141M.
Where does Vista Equity Partners Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Vista Equity Partners Management, LLC Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Vista Equity Partners Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bemis Employees' Savings Plan in WI ($107M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Vista Equity Partners Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maine Employers' Mutual Insurance Company 401(k) Plan in ME (489 participants, $127M 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 260434499.

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.