401(k) · DOL Form 5500 · 2024

Vizo Financial Corporate Credit Union 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
150
Participants Small participant base
81st
Percentile by assets National rank
$268,032
Avg per participant High balance/head
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Official DOL plan name: Vizo Financial Corporate Credit Union 401(k) Plan · Sponsored by Vizo Financial Corporate Credit Union · Pennsylvania · Finance & Insurance

$40M in assets, 150 participants

Vizo Financial Corporate Credit Union's Vizo Financial Corporate Credit Union 401(k) Plan reported $40M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,105 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Vizo Financial Corporate Credit Union 401(k) Plan covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $40M.

#6,105
in Finance & Insurance (8,549 peers)
+15.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vizo Financial Corporate Credit Union 401(k) Plan's outsized position by total assets

Vizo Financial Corporate Credit Union 401(k) Plan vs every filed plan by assets

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

$40,204,840 Top 19% higher than 81% 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

Vizo Financial Corporate Credit Union 401(k) 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. Vizo Financial Corporate Credit Union 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vizo Financial Corporate Credit Union 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Vizo Financial Corporate Credit Union 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561295697 · Vizo Financial Corporate Credit Union PY 2024 · 401(k)

Vizo Financial Corporate Credit Union 401(k) Plan · $40M · 150 · 81st

  • EBSA $40M
  • PART 150
  • TYPE 81st
  • NET 401(k)
  • BOOK near Oncourse Home Solutions 401(k) Plan
  • VS-ST ind #6105

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 Pennsylvania →

Vizo Financial Corporate Credit Union 401(k) Plan in the asset neighbourhood

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing PlanShepley Bulfinch Richardson …$40MVizo Financial Corporate Credit Union 401(k) PlanVizo Financial Corporate Cre…$40MOncourse Home Solutions 401(k) PlanOncourse Home Solutions 401(…$40MCoface U. S. Group 401(k) PlanCoface U. S. Group 401(k) Pl…$40MFdh 401(k) Profit Sharing PlanFdh 401(k) Profit Sharing Pl…$40M
End-of-year total assets ($M) among Vizo Financial Corporate Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN561295697
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vizo Financial Corporate Credit Union)

Sponsor-wide plan assets over time

All Vizo Financial Corporate Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 36.34881614978712% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.5M $40.2M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 150 $29M
2023 1 149 $35M
2024 1 150 $40M

Nearby 401(k) Plans in Pennsylvania

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

Vizo Financial Corporate Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Vizo Financial Corporate Credit Union 401(k) Plan, Total assets ($B): 0.04020484 · Participants: 150Vizo Financial Corporate Credit Union 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Vizo Financial Corporate Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Vizo Financial Corporate Credit Union 401(k) Plan side-by-side with 3 peers →

Vizo Financial Corporate Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Oncourse Home Solutions 401(k) Plan in IL ($40M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Vizo Financial Corporate Credit Union 401(k) Plan assets move in 2024? ▼
Vizo Financial Corporate Credit Union 401(k) Plan grew sharply - up 15.6% during 2024, from $35M to $40M. Reported net income was $5M.
How have Vizo Financial Corporate Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vizo Financial Corporate Credit Union's sponsor-wide assets grew 36.3%, from $29M to $40M.
Where does Vizo Financial Corporate Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Vizo Financial Corporate Credit Union 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vizo Financial Corporate Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oncourse Home Solutions 401(k) Plan in IL ($40M, 575 participants).
Which 401(k) plans cover a similar participant headcount to Vizo Financial Corporate Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 561295697.

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.