401(k) · DOL Form 5500 · 2024

Vision Hr II, Inc 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
633
Participants Below avg headcount
76th
Percentile by assets National rank
$42,769
Avg per participant Low balance/head
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Official DOL plan name: Vision H.R. Retirement Savings Plan · Sponsored by Vision Hr II, Inc · Florida · Administrative & Support Services

$27M in assets, 633 participants

Vision Hr II, Inc's Vision H.R. Retirement Savings Plan reported $27M in total assets and 633 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,822 in Administrative & Support Services (4,368 peers)

Where Vision H.R. Retirement Savings Plan sits by assets

Vision H.R. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 633 participants (~$42,769/participant), up 6.4% in 2024.

#3,822
in Administrative & Support Services (4,368 peers)
+6.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vision H.R. Retirement Savings Plan's outsized position by total assets

Vision H.R. Retirement Savings Plan vs every filed plan by assets

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

$27,072,954 Top 24% higher than 76% 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

Vision H.R. Retirement Savings 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. Vision H.R. Retirement Savings Plan sits mid-pack in the medium band (633 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vision H.R. Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Vision H.R. Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Vision H.R. Retirement Savings Plan reported participants rose from 612 in the plan year 2023 filing to 633 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 593507322 · Vision Hr II, Inc PY 2024 · 401(k)

Vision H.R. Retirement Savings Plan · $27M · 633 · 76th

  • EIN $27M
  • EIN 633
  • EIN 76th
  • EIN 401(k)
  • EIN near Neurological Surgery, P.C. Retirement Trust
  • EIN ind #3822

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 Administrative & Support Services retirement plans → · Plans in Florida →

Vision H.R. Retirement Savings Plan in the asset neighbourhood

Vision H.R. Retirement Savings PlanVision H.R. Retirement Savin…$27MNeurological Surgery, P.C. Retirement TrustNeurological Surgery, P.C. R…$27MStrategic America, Inc. 401(k) Profit Sharing PlanStrategic America, Inc. 401(…$27MOcean State Veterinary Specialists 401(k) Profit Sharing PlanOcean State Veterinary Speci…$27MIsola USA Corp. 401(k) Savings PlanIsola USA Corp. 401(k) Savin…$27M
End-of-year total assets ($M) among Vision H.R. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN593507322
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vision Hr II, Inc)

Sponsor-wide plan assets over time

All Vision Hr II, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27M 28.961336684406163% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21M $27.1M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 654 $21M
2023 1 612 $25M
2024 1 633 $27M

Nearby 401(k) Plans in Florida

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

Vision H.R. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vision H.R. Retirement Savings Plan, Total assets ($B): 0.027072954 · Participants: 633Vision H.R. Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Vision H.R. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vision H.R. Retirement Savings Plan side-by-side with 3 peers →

Vision H.R. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Neurological Surgery, P.C. Retirement Trust in NY ($27M); by covered participants it is Spiegelworld 401(k) Plan in NV (633 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (633 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 Vision H.R. Retirement Savings Plan assets move in 2024? ▼
Vision H.R. Retirement Savings Plan grew at a solid clip - up 6.4% during 2024, from $25M to $27M. Reported net income was $2M.
How have Vision Hr II, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vision Hr II, Inc's sponsor-wide assets grew 29.0%, from $21M to $27M.
Where does Vision H.R. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Vision H.R. Retirement Savings Plan ranks in the 76th 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 Vision H.R. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neurological Surgery, P.C. Retirement Trust in NY ($27M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Vision H.R. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spiegelworld 401(k) Plan in NV (633 participants, $6M 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 593507322.

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.