ESOP · DOL Form 5500 · 2023
Visionist, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 115
- Participants
- 76th
- Percentile by assets
- $206,691
- Avg per participant
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.
- 76th percentile by assets (of 127,072 plans)
- #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.
- $24M
- total plan assets (2023 EOY)
- 115
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $206,691
- avg assets per participant
Where Visionist, Inc. Employee Stock Ownership Plan and Trust sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Visionist, Inc. Employee Stock Ownership Plan and Trust reports 115 participants - about 12% of that state average ($24M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $9M |
| Employer EIN | 272668011 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visionist, Inc.)
| 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
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
- Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
- Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
- Brown Capital Management ESOP $320M · 35
- Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Visionist, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Visionist, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
How have Visionist, Inc. plan assets changed over time? ▼
Where does Visionist, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Visionist, Inc. Employee Stock Ownership Plan and Trust? ▼
Next read for Visionist, Inc. Employee Stock Ownership…
Filing takeaways
Ways to act on Visionist, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Visionist, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Visionist, Inc.'s sponsor-wide assets have grown 81.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans