401(k) · DOL Form 5500 · 2023
Wisconsin Vision Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 313
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $74,076
- Avg per participant Below avg balance/head
Official DOL plan name: Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Wisconsin Vision Associates, Inc. · Wisconsin · Healthcare & Social Assistance
$23M in assets, 313 participants
Wisconsin Vision Associates, Inc.'s Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 313 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.
- #13,999 in Healthcare & Social Assistance (17,684 peers)
Where Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan sits by assets
Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 313 participants (~$74,076/participant), up 30.5% in 2023.
- #13,999
- in Healthcare & Social Assistance (17,684 peers)
- +30.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,185,834 Top 25% higher than 75% 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
Wisconsin Vision Associates, Inc. 401(k) Profit Sharing 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. Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (313 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 287 in the plan year 2022 filing to 313 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391418138 · Wisconsin Vision Associates, Inc. PY 2023 · 401(k)
Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan · $23M · 313 · 75th
- TYPE $23M
- NET 313
- BOOK 75th
- VS-ST 401(k)
- BOY near Sojern, Inc. 401(k) Plan
- SCH ind #13999
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 391418138 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Vision Associates, Inc.)
Sponsor-wide plan assets over time
All Wisconsin Vision Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 58.45672139849653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $18M |
| 2023 | 1 | 313 | $23M |
| 2024 | 1 | 338 | $28M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Sojern, Inc. 401(k) Plan in NE ($23M); by covered participants it is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Sojern, Inc. 401(k) Plan (NE) $23M · 276
- Carroll Daniel Construction Company Retirement Plan (GA) $23M · 323
- Kcc Retirement Plan (CA) $23M · 279
- Trevipay 401(k) Plan (KS) $23M · 492
Similar participant headcount
Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.
- Five Star Transportation, Inc. 401(k) Plan (MA) 313 · 0 off
- Onin Group 401(k) Plan (AL) 313 · 0 off
- Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust (PA) 313 · 0 off
- Captive Resources 401(k) Plan (IL) 313 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.