401(k) · DOL Form 5500 · 2023

Vision Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
3,585
Participants Above avg headcount
75th
Percentile by assets National rank
$6,518
Avg per participant Low balance/head
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Official DOL plan name: Vision Management Services, LLC 401(k) Plan · Sponsored by Vision Management Services, LLC · Illinois · Management of Enterprises

$23M in assets, 3,585 participants

Vision Management Services, LLC's Vision Management Services, LLC 401(k) Plan reported $23M in total assets and 3,585 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #623 in Management of Enterprises (1,137 peers)

Coverage in Illinois

Vision Management Services, LLC 401(k) Plan covers 3,585 participants in Illinois, 4.6x the typical Illinois plan (state average ~779 per filing). Assets: $23M.

#623
in Management of Enterprises (1,137 peers)
+77.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Vision Management Services, LLC 401(k) Plan's outsized position by total assets

Vision Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$23,368,703 Top 25% higher than 75% 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

Vision Management Services, LLC 401(k) 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. Vision Management Services, LLC 401(k) Plan lands in the large band (3,585 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vision Management Services, LLC 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Vision Management Services, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Vision Management Services, LLC 401(k) Plan reported participants rose from 3,496 in the plan year 2022 filing to 3,585 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821291115 · Vision Management Services, LLC PY 2023 · 401(k)

Vision Management Services, LLC 401(k) Plan · $23M · 3,585 · 75th

  • PART $23M
  • TYPE 3,585
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Benchmark Bank Employees 401(k) Plan and Trust
  • BOY ind #623

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 Management of Enterprises retirement plans → · Plans in Illinois →

Vision Management Services, LLC 401(k) Plan in the asset neighbourhood

Vision Management Services, LLC 401(k) PlanVision Management Services, …$23MBenchmark Bank Employees 401(k) Plan and TrustBenchmark Bank Employees 401…$23MAltimetrik, Corp. 401(k) Plan$23MCombined Wellness 401(k) Profit Sharing PlanCombined Wellness 401(k) Pro…$23MMccabe Heidrich & Wong, P.C. 401(k) Profit Sharing PlanMccabe Heidrich & Wong, P.C.…$23M
End-of-year total assets ($M) among Vision Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$23M
Net Income$9M
Employer EIN821291115
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vision Management Services, LLC)

Sponsor-wide plan assets over time

All Vision Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 135.4233126237744% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.2M $31M ▲ +135.5%
Year Plans Participants Total Assets
2022 1 3,496 $13M
2023 1 3,585 $23M
2024 1 4,256 $31M

Nearby 401(k) Plans in Illinois

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

Vision Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Vision Management Services, LLC 401(k) Plan, Total assets ($B): 0.023368703 · Participants: 3585Vision Management Services, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Vision Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Vision Management Services, LLC 401(k) Plan side-by-side with 3 peers →

Vision Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Benchmark Bank Employees 401(k) Plan and Trust in TX ($23M); by covered participants it is Gilbane 401(k) & Retirement Plan in RI (3,582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,585 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 Vision Management Services, LLC 401(k) Plan assets move in 2023? ▼
Vision Management Services, LLC 401(k) Plan surged - up 77.3% during 2023, from $13M to $23M. Reported net income was $9M.
How have Vision Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vision Management Services, LLC's sponsor-wide assets grew 135.4%, from $13M to $31M.
Where does Vision Management Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Vision Management Services, LLC 401(k) Plan ranks in the 75th 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 Vision Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benchmark Bank Employees 401(k) Plan and Trust in TX ($23M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Vision Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilbane 401(k) & Retirement Plan in RI (3,582 participants, $906M 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 821291115.

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.