Profit Sharing · DOL Form 5500 · 2023

Vista Business Strategies Inc. Profit Sharing Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$114,414
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vista Business Strategies Inc. Retirement Plan · Sponsored by Vista Business Strategies Inc. · California · Other Services

$686K in assets, 6 participants

Vista Business Strategies Inc.'s Vista Business Strategies Inc. Retirement Plan reported $686K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,390 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Vista Business Strategies Inc. Retirement Plan ranks #3,390 of 7,857 2023 filers by assets (2924% of the sector average)-$686K for 6 participants.

#3,390
in Other Services (7,857 peers)
+103.5%
assets growth YoY

Vista Business Strategies Inc. Retirement Plan among the smaller filed plans by assets

Vista Business Strategies Inc. Retirement Plan vs every filed plan by assets

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

$686,485 21st percentile higher than 21% 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 Business Strategies Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vista Business Strategies Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vista Business Strategies Inc. Retirement Plan reported net income rose from $112K in the plan year 2022 filing to $349K in the plan year 2023 filing.
  • Vista Business Strategies Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Vista Business Strategies Inc. Retirement Plan end-of-year assets rose from $337K in the plan year 2022 filing to $686K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 861597033 · Vista Business Strategies Inc. PY 2023 · Profit Sharing

Vista Business Strategies Inc. Retirement Plan · $686K · 6 · 21st

  • IND $686K
  • EOY 6
  • 5500 21st
  • ASSETS Profit Sharing
  • PCT near Nautical Boat Club,Knoxville,Inc. Retirement Plan
  • EIN ind #3390

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 Other Services retirement plans → · Plans in California →

Vista Business Strategies Inc. Retirement Plan in the asset neighbourhood

Vista Business Strategies Inc. Retirement PlanVista Business Strategies In…$686KNautical Boat Club,Knoxville,Inc. Retirement PlanNautical Boat Club,Knoxville…$687KWilde Education Corporation Retirement PlanWilde Education Corporation …$686KRego & Sons, Inc. Profit Sharing PlanRego & Sons, Inc. Profit Sha…$686KMyt Clinical Services Retirement PlanMyt Clinical Services Retire…$687K
End-of-year total assets ($M) among Vista Business Strategies Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$337K
Net Assets (End of Year)$686K
Net Income$349K
Employer EIN861597033
Plan Effective Date2021-01-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Business Strategies Inc.)

Sponsor-wide plan assets over time

All Vista Business Strategies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$895K 165.40384655283304% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.34M $0.9M ▲ +164.7%
Year Plans Participants Total Assets
2022 1 2 $337K
2023 1 6 $686K
2024 1 5 $895K

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Vista Business Strategies Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Vista Business Strategies Inc. Retirement Plan, Total assets ($B): 0.000686485 · Participants: 6Vista Business Strategies Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Vista Business Strategies Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Vista Business Strategies Inc. Retirement Plan side-by-side with 3 peers →

Vista Business Strategies Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Nautical Boat Club,Knoxville,Inc. Retirement Plan in TN ($687K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Business Strategies Inc. Retirement Plan assets move in 2023? ▼
Vista Business Strategies Inc. Retirement Plan surged - up 103.5% during 2023, from $337K to $686K. Reported net income was $349K.
How have Vista Business Strategies Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Business Strategies Inc.'s sponsor-wide assets grew 165.4%, from $337K to $895K.
Where does Vista Business Strategies Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Vista Business Strategies Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Vista Business Strategies Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nautical Boat Club,Knoxville,Inc. Retirement Plan in TN ($687K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Vista Business Strategies Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 861597033.

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.