ESOP · DOL Form 5500 · 2023

Vistula Management Company ESOP

Data updated 2026-08-25

$916K
Total assets Small plan by assets
40
Participants Small participant base
23rd
Percentile by assets National rank
$22,899
Avg per participant Low balance/head
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Official DOL plan name: Vistula Management Company Employee Stock Ownership Plan · Sponsored by Vistula Management Company · Ohio · Real Estate

$916K in assets, 40 participants

Vistula Management Company's Vistula Management Company Employee Stock Ownership Plan reported $916K in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,876 in Real Estate (4,727 peers)

What the 2023 filing shows

Vistula Management Company Employee Stock Ownership Plan holds $916K for 40 participants - about $22,899 per participant, among the smaller plans by assets on file.

#1,876
in Real Estate (4,727 peers)
+6.7%
assets growth YoY

Vistula Management Company Employee Stock Ownership Plan among the smaller filed plans by assets

Vistula Management Company Employee Stock Ownership Plan vs every filed plan by assets

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

$915,944 23rd percentile higher than 23% 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

Vistula Management Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vistula Management Company Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vistula Management Company Employee Stock Ownership Plan reported net income rose from -$97K in the plan year 2022 filing to $57K in the plan year 2023 filing.
  • Vistula Management Company Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • Vistula Management Company Employee Stock Ownership Plan end-of-year assets rose from $859K in the plan year 2022 filing to $916K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341313054 · Vistula Management Company PY 2023 · ESOP

Vistula Management Company Employee Stock Ownership Plan · $916K · 40 · 23rd

  • RANK $916K
  • PHOTO 40
  • IND 23rd
  • EOY ESOP
  • 5500 near Community Bancshares, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #1876

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 Ohio →

Vistula Management Company Employee Stock Ownership Plan in the asset neighbourhood

Vistula Management Company Employee Stock Ownership PlanVistula Management Company E…$916KHunter's Ambulance Service, Inc. Employee Stock Ownership PlanHunter's Ambulance Service, …$919KAssociated Building Supply, Inc. Employee Stock Ownership PlanAssociated Building Supply, …$920KCommunity Bancshares, Inc. Employee Stock Ownership Plan and TrustCommunity Bancshares, Inc. E…$913KPyramid Painting, Inc. Employee Stock Ownership PlanPyramid Painting, Inc. Emplo…$912K
End-of-year total assets ($M) among Vistula Management Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$859K
Net Assets (End of Year)$916K
Net Income$57K
Employer EIN341313054
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistula Management Company)

Sponsor-wide plan assets over time

All Vistula Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$872K 1.6044829565899903% vs 2022
2024 filing year
$0.84M$0.86M$0.88M$0.9M$0.92M$0.94M 202220232024 $0.86M $0.87M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 44 $859K
2023 1 40 $916K
2024 1 48 $872K

Nearby ESOP Plans in Ohio

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

Vistula Management Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Vistula Management Company Employee Stock Ownership Plan, Total assets ($B): 0.000915944 · Participants: 40Vistula Management Company Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Vistula Management Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Vistula Management Company Employee Stock Ownership Plan side-by-side with 3 peers →

Vistula Management Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA ($913K); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Vistula Management Company Employee Stock Ownership Plan assets move in 2023? ▼
Vistula Management Company Employee Stock Ownership Plan grew at a solid clip - up 6.7% during 2023, from $859K to $916K. Reported net income was $57K.
How have Vistula Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vistula Management Company's sponsor-wide assets grew 1.6%, from $859K to $872K.
Where does Vistula Management Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Vistula Management Company Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Vistula Management Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA ($913K, 98 participants).
Which ESOP plans cover a similar participant headcount to Vistula Management Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 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 341313054.

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.