401(k) · DOL Form 5500 · 2023

Envision Management, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,469
Participants Near avg headcount
85th
Percentile by assets National rank
$32,107
Avg per participant Low balance/head
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Official DOL plan name: Envision Management, LLC 401(k) Profit Sharing Plan · Sponsored by Envision Management, LLC · Colorado · Healthcare & Social Assistance

$47M in assets, 1,469 participants

Envision Management, LLC's Envision Management, LLC 401(k) Profit Sharing Plan reported $47M in total assets and 1,469 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,420 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Envision Management, LLC 401(k) Profit Sharing Plan covers 1,469 participants in Colorado, 3.9x the typical Colorado plan (state average ~376 per filing). Assets: $47M.

#15,420
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Envision Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Envision Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,165,353 Top 15% higher than 85% 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

Envision Management, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envision Management, LLC 401(k) Profit Sharing Plan lands in the large band (1,469 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Envision Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Envision Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Envision Management, LLC 401(k) Profit Sharing Plan reported participants rose from 1,246 in the plan year 2022 filing to 1,469 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841613233 · Envision Management, LLC PY 2023 · 401(k)

Envision Management, LLC 401(k) Profit Sharing Plan · $47M · 1,469 · 85th

  • EOY $47M
  • 5500 1,469
  • ASSETS 85th
  • PCT 401(k)
  • EIN near The Hilliard Corporation Savings & Investment Plan
  • RANK ind #15420

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 Colorado →

Envision Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Envision Management, LLC 401(k) Profit Sharing PlanEnvision Management, LLC 401…$47MThe Hilliard Corporation Savings & Investment PlanThe Hilliard Corporation Sav…$47MBarrett Mcnagny LLP Profit Sharing Plan & TrustBarrett Mcnagny LLP Profit S…$47MDarcars Employees 401(k) Plan$47MMuscogee Nation Gaming Enterprises 401(k) PlanMuscogee Nation Gaming Enter…$47M
End-of-year total assets ($M) among Envision Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$9M
Employer EIN841613233
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envision Management, LLC)

Sponsor-wide plan assets over time

All Envision Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$338M 61.60500324707861% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $209M $338M ▲ +61.6%
Year Plans Participants Total Assets
2022 2 2,178 $209M
2023 2 2,544 $258M
2024 2 2,780 $338M

Nearby 401(k) Plans in Colorado

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

Envision Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Envision Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.047165353 · Participants: 1469Envision Management, LLC 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Envision Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Envision Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Envision Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Hilliard Corporation Savings & Investment Plan in NY ($47M); by covered participants it is Cue 401(k) Plan in NJ (1,470 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,469 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 Envision Management, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Envision Management, LLC 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $39M to $47M. Reported net income was $9M.
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, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Envision Management, LLC 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Envision Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hilliard Corporation Savings & Investment Plan in NY ($47M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Envision Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cue 401(k) Plan in NJ (1,470 participants, $30M 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 841613233.

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.