401(k) · DOL Form 5500 · 2023

Vision Partners LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
462
Participants Below avg headcount
83rd
Percentile by assets National rank
$87,878
Avg per participant Below avg balance/head
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Official DOL plan name: Vision Partners LLC 401(k) Profit Sharing Plan · Sponsored by Vision Partners LLC · California · Healthcare & Social Assistance

$41M in assets, 462 participants

Vision Partners LLC's Vision Partners LLC 401(k) Profit Sharing Plan reported $41M in total assets and 462 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,154 in Healthcare & Social Assistance (17,684 peers)

Where Vision Partners LLC 401(k) Profit Sharing Plan sits by assets

Vision Partners LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 462 participants (~$87,878/participant), up 71.8% in 2023.

#15,154
in Healthcare & Social Assistance (17,684 peers)
+71.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vision Partners LLC 401(k) Profit Sharing Plan's outsized position by total assets

Vision Partners LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,599,431 Top 17% higher than 83% 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 Partners LLC 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. Vision Partners LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (462 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vision Partners LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vision Partners LLC 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Vision Partners LLC 401(k) Profit Sharing Plan reported participants rose from 435 in the plan year 2022 filing to 462 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 371882078 · Vision Partners LLC PY 2023 · 401(k)

Vision Partners LLC 401(k) Profit Sharing Plan · $41M · 462 · 83rd

  • IND $41M
  • EOY 462
  • 5500 83rd
  • ASSETS 401(k)
  • PCT near Republic Bank 401(k) & Profit Sharing Plan
  • EIN ind #15154

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 California →

Vision Partners LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Vision Partners LLC 401(k) Profit Sharing PlanVision Partners LLC 401(k) P…$41MRepublic Bank 401(k) & Profit Sharing PlanRepublic Bank 401(k) & Profi…$41MGreenheart Intermediate LLC 401(k) PlanGreenheart Intermediate LLC …$41MComet Technologies USA Inc. 401(k) PlanComet Technologies USA Inc. …$41MAllsup, LLC Retirement Savings PlanAllsup, LLC Retirement Savin…$41M
End-of-year total assets ($M) among Vision Partners LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN371882078
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vision Partners LLC)

Sponsor-wide plan assets over time

All Vision Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 115.26074343114425% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $23.6M $50.9M ▲ +115.2%
Year Plans Participants Total Assets
2022 1 435 $24M
2023 1 462 $41M
2024 1 642 $51M

Nearby 401(k) Plans in California

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

Vision Partners LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vision Partners LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.040599431 · Participants: 462Vision Partners LLC 401(k) Profit Sharing 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
Vision Partners LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vision Partners LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Vision Partners LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Republic Bank 401(k) & Profit Sharing Plan in TX ($41M); by covered participants it is Prp Logistics 401(k) Plan in FL (462 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (462 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 Partners LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Vision Partners LLC 401(k) Profit Sharing Plan surged - up 71.8% during 2023, from $24M to $41M. Reported net income was $4M.
How have Vision Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vision Partners LLC's sponsor-wide assets grew 115.3%, from $24M to $51M.
Where does Vision Partners LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Vision Partners LLC 401(k) Profit Sharing Plan ranks in the 83rd 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 Partners LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Republic Bank 401(k) & Profit Sharing Plan in TX ($41M, 571 participants).
Which 401(k) plans cover a similar participant headcount to Vision Partners LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prp Logistics 401(k) Plan in FL (462 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 371882078.

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.