Defined Benefit (Pension) · DOL Form 5500 · 2023

Visa Inc. Pension Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
3,769
Participants Above avg headcount
99th
Percentile by assets National rank
$413,043
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Visa Retirement Plan · Sponsored by Visa Inc. · California · Finance & Insurance

$1.6B in assets, 3,769 participants

Visa Inc.'s Visa Retirement Plan reported $1.6B in total assets and 3,769 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,716 in Finance & Insurance (8,869 peers)

Coverage in California

Visa Retirement Plan covers 3,769 participants in California, 6.0x the typical California plan (state average ~630 per filing). Assets: $1.6B.

#8,716
in Finance & Insurance (8,869 peers)
+34.4%
assets growth YoY
16×
vs typical plan assets (national mean)

Visa Retirement Plan's outsized position by total assets

Visa Retirement Plan vs every filed plan by assets

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

$1,556,759,181 Top 1% higher than 99% 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

Visa Retirement 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. Visa Retirement Plan lands in the large band (3,769 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visa Retirement Plan reported net income rose from $53M in the plan year 2022 filing to $187M in the plan year 2023 filing.
  • Visa Retirement Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
  • Visa Retirement Plan reported participants fell from 3,990 in the plan year 2022 filing to 3,769 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260267673 · Visa Inc. PY 2023 · Defined Benefit (Pension)

Visa Retirement Plan · $1.6B · 3,769 · 99th

  • SCH $1.6B
  • SCH 3,769
  • SCH 99th
  • SCH Defined Benefit (Pension)
  • SCH near S.E.I.U. National Industry Pension Fund
  • SCH ind #8716

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 Finance & Insurance retirement plans → · Plans in California →

Visa Retirement Plan in the asset neighbourhood

Visa Retirement Plan$1.6BS.E.I.U. National Industry Pension FundS.E.I.U. National Industry P…$1.6BMain Line Health, Inc. Retirement Income PlanMain Line Health, Inc. Retir…$1.6BBosch Pension Plan$1.6BAon Retirement Pension Plan$1.6B
End-of-year total assets ($B) among Visa Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.2B
Net Income$187M
Employer EIN260267673
Plan Effective Date1971-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Visa Inc.)

Sponsor-wide plan assets over time

All Visa Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6.8B 50.68360531831819% vs 2022
2024 filing year
$4B$5B$6B$7B$8B 202220232024 $4.51B $6.8B ▲ +50.8%
Year Plans Participants Total Assets
2022 2 14,723 $4.5B
2023 2 16,250 $5.9B
2024 2 16,611 $6.8B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Visa Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Visa Retirement Plan, Total assets ($B): 1.556759181 · Participants: 3769Visa Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Visa Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Visa Retirement Plan side-by-side with 3 peers →

Visa Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is S.E.I.U. National Industry Pension Fund in DC ($1.6B); by covered participants it is Intermountain Retail Store Employees Pension Plan in WA (3,762 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,769 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 Visa Retirement Plan assets move in 2023? ▼
Visa Retirement Plan surged - up 34.4% during 2023, from $1.2B to $1.6B. Reported net income was $187M.
How have Visa Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Visa Inc.'s sponsor-wide assets grew 50.7%, from $4.5B to $6.8B.
Where does Visa Retirement Plan rank by assets among Form 5500 filers? ▼
Visa Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Visa Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is S.E.I.U. National Industry Pension Fund in DC ($1.6B, 89,257 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Visa Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Intermountain Retail Store Employees Pension Plan in WA (3,762 participants, $207M 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 260267673.

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.