401(k) · DOL Form 5500 · 2024
Vista Equity Partners Management, LLC 401(k) Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 591
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $238,292
- Avg per participant Above avg balance/head
Official DOL plan name: Vista Equity Partners Management, LLC Retirement Plan · Sponsored by Vista Equity Partners Management, LLC · California · Finance & Insurance
$141M in assets, 591 participants
Vista Equity Partners Management, LLC's Vista Equity Partners Management, LLC Retirement Plan reported $141M in total assets and 591 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,545 in Finance & Insurance (8,549 peers)
Where Vista Equity Partners Management, LLC Retirement Plan sits by assets
Vista Equity Partners Management, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $141M for 591 participants (~$238,292/participant), up 31.2% in 2024.
- #7,545
- in Finance & Insurance (8,549 peers)
- +31.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Vista Equity Partners Management, LLC Retirement Plan's outsized position by total assets
Vista Equity Partners Management, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$140,830,433 Top 7% higher than 93% 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
Vista Equity Partners Management, LLC 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. Vista Equity Partners Management, LLC Retirement Plan sits mid-pack in the medium band (591 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vista Equity Partners Management, LLC Retirement Plan end-of-year assets rose from $107M in the plan year 2023 filing to $141M in the plan year 2024 filing.
- Vista Equity Partners Management, LLC Retirement Plan reported participants rose from 489 in the plan year 2023 filing to 591 in the plan year 2024 filing.
- Vista Equity Partners Management, LLC Retirement Plan reported net income fell from $34M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 260434499 · Vista Equity Partners Management, LLC PY 2024 · 401(k)
Vista Equity Partners Management, LLC Retirement Plan · $141M · 591 · 93rd
- PHOTO $141M
- PHOTO 591
- PHOTO 93rd
- PHOTO 401(k)
- PHOTO near The Shurtape Technologies Profit Sharing and Retirement Savings Plan
- PHOTO ind #7545
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 California →
Vista Equity Partners Management, LLC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $34M |
| Employer EIN | 260434499 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vista Equity Partners Management, LLC)
Sponsor-wide plan assets over time
All Vista Equity Partners Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 93.04326069310802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $73M |
| 2023 | 1 | 489 | $107M |
| 2024 | 1 | 591 | $141M |
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
Vista Equity Partners Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Shurtape Technologies Profit Sharing and Retirement Savings Plan in NC ($141M); by covered participants it is Dallasnews Corporation Savings Plan in TX (591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan (NC) $141M · 1,262
- Metallus Inc. Voluntary Investment Pension Plan (OH) $141M · 1,145
- Kaleida Health Savings/Investment (401(k)) Plan (NY) $141M · 9,305
- Emergency Physicians of Tidewater, PLC 401(k) & Profit Sharing Plan (VA) $141M · 216
Similar participant headcount
Nearest other-state filings by covered participants (591 participants); asset peers above are excluded.
- Dallasnews Corporation Savings Plan (TX) 591 · 0 off
- Acme Tools 401(k) Plan (ND) 591 · 0 off
- Big Sandy Superstores 401(k) Plan (OH) 591 · 0 off
- Koch Automotive Group 401(k) Plan (PA) 591 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.