Profit Sharing · DOL Form 5500 · 2024
VISIONCORPS Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $46,432
- Avg per participant Low balance/head
Official DOL plan name: Visioncorps Tax Shelter Annuity Plan · Sponsored by VISIONCORPS · Pennsylvania · Healthcare & Social Assistance
$8M in assets, 170 participants
VISIONCORPS's Visioncorps Tax Shelter Annuity Plan reported $8M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,405 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Visioncorps Tax Shelter Annuity Plan covers 170 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #9,405
- in Healthcare & Social Assistance (16,916 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $885K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Visioncorps Tax Shelter Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Visioncorps Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,893,369 Top 49% higher than 51% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Visioncorps Tax Shelter Annuity 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. Visioncorps Tax Shelter Annuity Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Visioncorps Tax Shelter Annuity Plan reported net income fell from $2M in the plan year 2023 filing to -$885K in the plan year 2024 filing.
- Visioncorps Tax Shelter Annuity Plan reported participants rose from 151 in the plan year 2023 filing to 170 in the plan year 2024 filing.
- Visioncorps Tax Shelter Annuity Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231352349 · VISIONCORPS PY 2024 · Profit Sharing
Visioncorps Tax Shelter Annuity Plan · $8M · 170 · 51st
- NET $8M
- NET 170
- NET 51st
- NET Profit Sharing
- NET near Regional Pathology Associates, Inc. Profit Sharing Plan
- NET ind #9405
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Visioncorps Tax Shelter Annuity Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$885K |
| Employer EIN | 231352349 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VISIONCORPS)
Sponsor-wide plan assets over time
All VISIONCORPS plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 10.971134092216877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $7M |
| 2023 | 1 | 151 | $9M |
| 2024 | 1 | 170 | $8M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Visioncorps Tax Shelter Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Regional Pathology Associates, Inc. Profit Sharing Plan in OH ($8M); by covered participants it is Alert Plating Company Profit Sharing Plan in CA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Alert Plating Company Profit Sharing Plan (CA) 170 · 0 off
- Ricoh Puerto Rico Savings Plan Rico Savings Plan (PR) 170 · 0 off
- Wehco Video Profit Sharing Plan (AR) 170 · 0 off
- Ohio Valley Residential Services 403b Plan (OH) 171 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.