401(k) · DOL Form 5500 · 2023

Xojet Aviation, LLC 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
1,824
Participants Near avg headcount
92nd
Percentile by assets National rank
$60,059
Avg per participant Low balance/head
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Official DOL plan name: Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan · Sponsored by Xojet Aviation, LLC · Florida · Transportation & Warehousing

$110M in assets, 1,824 participants

Xojet Aviation, LLC's Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan reported $110M in total assets and 1,824 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,023 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan covers 1,824 participants in Florida, 2.9x the typical Florida plan (state average ~628 per filing). Assets: $110M.

#3,023
in Transportation & Warehousing (3,362 peers)
+36.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan's outsized position by total assets

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan vs every filed plan by assets

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

$109,547,821 Top 8% higher than 92% 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

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing 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. Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan lands in the large band (1,824 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan reported net income rose from $4M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan reported participants rose from 729 in the plan year 2022 filing to 1,824 in the plan year 2023 filing.
  • Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan end-of-year assets rose from $80M in the plan year 2022 filing to $110M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710994172 · Xojet Aviation, LLC PY 2023 · 401(k)

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan · $110M · 1,824 · 92nd

  • PHOTO $110M
  • IND 1,824
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near E. D. & F. Man Holdings, Inc. Savings & Investment Plan
  • PCT ind #3023

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan in the asset neighbourhood

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing PlanVista Family of Companies 40…$110ME. D. & F. Man Holdings, Inc. Savings & Investment PlanE. D. & F. Man Holdings, Inc…$110MRussel Metals Inc. U.S. Retirement Savings PlanRussel Metals Inc. U.S. Reti…$110MPatriot Growth Insurance Services, LLC 401(k) PlanPatriot Growth Insurance Ser…$110MSaginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing PlanSaginaw Chippewa Indian Trib…$110M
End-of-year total assets ($M) among Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$109M
Net Income$29M
Employer EIN710994172
Plan Effective Date2002-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Xojet Aviation, LLC)

Sponsor-wide plan assets over time

All Xojet Aviation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$133M 66.24807699830961% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $80.1M $133M ▲ +66.2%
Year Plans Participants Total Assets
2022 1 729 $80M
2023 1 1,824 $110M
2024 1 1,693 $133M

Nearby 401(k) Plans in Florida

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

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan, Total assets ($B): 0.109547821 · Participants: 1824Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan side-by-side with 3 peers →

Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is E. D. & F. Man Holdings, Inc. Savings & Investment Plan in LA ($110M); by covered participants it is The Azek Company 401(k) Plan in IL (1,824 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,824 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 Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan assets move in 2023? ▼
Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan surged - up 36.7% during 2023, from $80M to $110M. Reported net income was $29M.
How have Xojet Aviation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xojet Aviation, LLC's sponsor-wide assets grew 66.2%, from $80M to $133M.
Where does Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is E. D. & F. Man Holdings, Inc. Savings & Investment Plan in LA ($110M, 754 participants).
Which 401(k) plans cover a similar participant headcount to Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Azek Company 401(k) Plan in IL (1,824 participants, $92M 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 710994172.

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.