ESOP · DOL Form 5500 · 2023

Visionist, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
115
Participants Small participant base
76th
Percentile by assets National rank
$206,691
Avg per participant Above avg balance/head
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Official DOL plan name: Visionist, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Visionist, Inc. · Maryland · Professional & Technical Services

$24M in assets, 115 participants

Visionist, Inc.'s Visionist, Inc. Employee Stock Ownership Plan and Trust reported $24M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,426 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Visionist, Inc. Employee Stock Ownership Plan and Trust covers 115 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $24M.

#15,426
in Professional & Technical Services (20,321 peers)
+58.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Visionist, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Visionist, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$23,769,409 Top 24% higher than 76% 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

Visionist, Inc. Employee Stock Ownership Plan and Trust 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. Visionist, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visionist, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Visionist, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Visionist, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 103 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272668011 · Visionist, Inc. PY 2023 · ESOP

Visionist, Inc. Employee Stock Ownership Plan and Trust · $24M · 115 · 76th

  • EOY $24M
  • EOY 115
  • EOY 76th
  • EOY ESOP
  • EOY near Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan
  • EOY ind #15426

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 What is an ESOP? → · Plans in Maryland →

Visionist, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Polar Field Services, Inc. Employee Stock Ownership PlanPolar Field Services, Inc. E…$24MVisionist, Inc. Employee Stock Ownership Plan and TrustVisionist, Inc. Employee Sto…$24MMarx/Okubo Associates, Ltd. Employee Stock Ownership PlanMarx/Okubo Associates, Ltd. …$24MA. J. Kirkwood & Associates, Inc. Employee Stock Ownership PlanA. J. Kirkwood & Associates,…$24MZimmerman Associates, Inc. Employee Stock Ownership PlanZimmerman Associates, Inc. E…$24M
End-of-year total assets ($M) among Visionist, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$24M
Net Income$9M
Employer EIN272668011
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visionist, Inc.)

Sponsor-wide plan assets over time

All Visionist, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 81.05944997679534% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.9M $83M ▲ +81.0%
Year Plans Participants Total Assets
2022 2 206 $46M
2023 2 228 $65M
2024 2 255 $83M

Nearby ESOP Plans in Maryland

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

Visionist, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Visionist, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.023769409 · Participants: 115Visionist, Inc. Employee Stock Ownership Plan and TrustEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Visionist, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Visionist, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Visionist, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan in CO ($24M); by covered participants it is Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Visionist, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Visionist, Inc. Employee Stock Ownership Plan and Trust surged - up 58.9% during 2023, from $15M to $24M. Reported net income was $9M.
How have Visionist, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Visionist, Inc.'s sponsor-wide assets grew 81.1%, from $46M to $83M.
Where does Visionist, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Visionist, Inc. Employee Stock Ownership Plan and Trust ranks in the 76th 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 ESOP plans are similar in size to Visionist, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan in CO ($24M, 178 participants).
Which ESOP plans cover a similar participant headcount to Visionist, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 participants, $2M 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 272668011.

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.