401(k) · DOL Form 5500 · 2024
Visionary Integration Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 134
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $264,544
- Avg per participant High balance/head
Official DOL plan name: Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan · Sponsored by Visionary Integration Professionals, LLC · California · Professional & Technical Services
$35M in assets, 134 participants
Visionary Integration Professionals, LLC's Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan reported $35M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,166 in Professional & Technical Services (20,173 peers)
Coverage in California
Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $35M.
- #16,166
- in Professional & Technical Services (20,173 peers)
- +8.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,448,836 Top 20% higher than 80% 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
Visionary Integration Professionals, LLC 401(k) Profit Sharing 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. Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan reported participants fell from 159 in the plan year 2023 filing to 134 in the plan year 2024 filing.
- Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 202969301 · Visionary Integration Professionals, LLC PY 2024 · 401(k)
Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan · $35M · 134 · 80th
- ASSETS $35M
- PCT 134
- EIN 80th
- RANK 401(k)
- PHOTO near Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees
- IND ind #16166
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 Professional & Technical Services retirement plans → · Plans in California →
Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 202969301 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visionary Integration Professionals, LLC)
Sponsor-wide plan assets over time
All Visionary Integration Professionals, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 27.256694262950614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $28M |
| 2023 | 1 | 159 | $33M |
| 2024 | 1 | 134 | $35M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Visionary Integration Professionals, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees in KY ($35M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
- Delta Electronics Mfg Corp. 401(k) Savings Plan (MA) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.