401(k) · DOL Form 5500 · 2023

Vistage Worldwide, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
220
Participants Below avg headcount
79th
Percentile by assets National rank
$130,023
Avg per participant Near avg balance/head
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Official DOL plan name: Vistage Worldwide, Inc. 401(k) Plan · Sponsored by Vistage Worldwide, Inc. · California · Professional & Technical Services

$29M in assets, 220 participants

Vistage Worldwide, Inc.'s Vistage Worldwide, Inc. 401(k) Plan reported $29M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,050 in Professional & Technical Services (20,321 peers)

Coverage in California

Vistage Worldwide, Inc. 401(k) Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $29M.

#16,050
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vistage Worldwide, Inc. 401(k) Plan's outsized position by total assets

Vistage Worldwide, Inc. 401(k) Plan vs every filed plan by assets

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

$28,605,143 Top 21% higher than 79% 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

Vistage Worldwide, Inc. 401(k) 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. Vistage Worldwide, Inc. 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vistage Worldwide, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Vistage Worldwide, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Vistage Worldwide, Inc. 401(k) Plan reported participants rose from 211 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954666411 · Vistage Worldwide, Inc. PY 2023 · 401(k)

Vistage Worldwide, Inc. 401(k) Plan · $29M · 220 · 79th

  • PHOTO $29M
  • PHOTO 220
  • PHOTO 79th
  • PHOTO 401(k)
  • PHOTO near Marshalltown Company 401(k) Savings Plan
  • PHOTO ind #16050

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 Professional & Technical Services retirement plans → · Plans in California →

Vistage Worldwide, Inc. 401(k) Plan in the asset neighbourhood

Vistage Worldwide, Inc. 401(k) PlanVistage Worldwide, Inc. 401(…$29MDutton-Lainson Company 401(k) Profit Sharing PlanDutton-Lainson Company 401(k…$29MMarshalltown Company 401(k) Savings PlanMarshalltown Company 401(k) …$29MTmi 401(k) Profit Sharing TrustTmi 401(k) Profit Sharing Tr…$29MThe Stephens Group, LLC 401(k) PlanThe Stephens Group, LLC 401(…$29M
End-of-year total assets ($M) among Vistage Worldwide, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN954666411
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistage Worldwide, Inc.)

Sponsor-wide plan assets over time

All Vistage Worldwide, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 23.529397539279064% vs 2022
2023 filing year
$22M$24M$26M$28M$30M 20222023 $23.2M $28.6M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 211 $23M
2023 1 220 $29M

Nearby 401(k) Plans in California

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

Vistage Worldwide, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vistage Worldwide, Inc. 401(k) Plan, Total assets ($B): 0.028605143 · Participants: 220Vistage Worldwide, Inc. 401(k) 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
Vistage Worldwide, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vistage Worldwide, Inc. 401(k) Plan side-by-side with 3 peers →

Vistage Worldwide, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Marshalltown Company 401(k) Savings Plan in IA ($29M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Vistage Worldwide, Inc. 401(k) Plan assets move in 2023? ▼
Vistage Worldwide, Inc. 401(k) Plan grew sharply - up 23.5% during 2023, from $23M to $29M. Reported net income was $5M.
How have Vistage Worldwide, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Vistage Worldwide, Inc.'s sponsor-wide assets grew 23.5%, from $23M to $29M.
Where does Vistage Worldwide, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vistage Worldwide, Inc. 401(k) Plan ranks in the 79th 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 Vistage Worldwide, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marshalltown Company 401(k) Savings Plan in IA ($29M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Vistage Worldwide, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 954666411.

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.