401(k) · DOL Form 5500 · 2024

Visio Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
153
Participants Small participant base
56th
Percentile by assets National rank
$65,269
Avg per participant Low balance/head
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Official DOL plan name: Visio Financial Services, Inc. 401(k) Retirement Plan · Sponsored by Visio Financial Services, Inc. · Texas · Real Estate

$10M in assets, 153 participants

Visio Financial Services, Inc.'s Visio Financial Services, Inc. 401(k) Retirement Plan reported $10M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,384 in Real Estate (4,605 peers)

Coverage in Texas

Visio Financial Services, Inc. 401(k) Retirement Plan covers 153 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,384
in Real Estate (4,605 peers)
+27.1%
assets growth YoY

Visio Financial Services, Inc. 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Visio Financial Services, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,986,172 Top 44% higher than 56% of 123,620 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 2024

Visio Financial Services, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Visio Financial Services, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Visio Financial Services, Inc. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Visio Financial Services, Inc. 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Visio Financial Services, Inc. 401(k) Retirement Plan reported participants rose from 149 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371739594 · Visio Financial Services, Inc. PY 2024 · 401(k)

Visio Financial Services, Inc. 401(k) Retirement Plan · $10M · 153 · 56th

  • TYPE $10M
  • TYPE 153
  • TYPE 56th
  • TYPE 401(k)
  • TYPE near Thames Batre Insurance 401(k) Plan
  • TYPE ind #3384

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 Real Estate retirement plans → · Plans in Texas →

Visio Financial Services, Inc. 401(k) Retirement Plan in the asset neighbourhood

Visio Financial Services, Inc. 401(k) Retirement PlanVisio Financial Services, In…$10MThames Batre Insurance 401(k) PlanThames Batre Insurance 401(k…$10MMueller Companies Profit Sharing Plan & TrustMueller Companies Profit Sha…$10MPortland Art Museum 401(k) Retirement PlanPortland Art Museum 401(k) R…$10MAeronet, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Visio Financial Services, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN371739594
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visio Financial Services, Inc.)

Sponsor-wide plan assets over time

All Visio Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 70.82392643305052% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.85M $9.99M ▲ +70.8%
Year Plans Participants Total Assets
2022 1 168 $6M
2023 1 149 $8M
2024 1 153 $10M

Nearby 401(k) Plans in Texas

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

Visio Financial Services, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Visio Financial Services, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009986172 · Participants: 153Visio Financial Services, Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Visio Financial Services, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Visio Financial Services, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Visio Financial Services, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Thames Batre Insurance 401(k) Plan in AL ($10M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Visio Financial Services, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Visio Financial Services, Inc. 401(k) Retirement Plan grew sharply - up 27.1% during 2024, from $8M to $10M. Reported net income was $2M.
How have Visio Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Visio Financial Services, Inc.'s sponsor-wide assets grew 70.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Visio Financial Services, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thames Batre Insurance 401(k) Plan in AL ($10M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Visio Financial Services, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371739594.

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.