ESOP · DOL Form 5500 · 2024

Pinnacle Eye Care, Inc. D/B/a Vision First ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
157
Participants Small participant base
65th
Percentile by assets National rank
$100,375
Avg per participant Below avg balance/head
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Official DOL plan name: Vision First Employee Stock Ownership Plan · Sponsored by Pinnacle Eye Care, Inc. D/B/a Vision First · Kentucky · Healthcare & Social Assistance

$16M in assets, 157 participants

Pinnacle Eye Care, Inc. D/B/a Vision First's Vision First Employee Stock Ownership Plan reported $16M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,921 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Vision First Employee Stock Ownership Plan covers 157 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $16M.

#11,921
in Healthcare & Social Assistance (16,916 peers)
+10.8%
assets growth YoY

Vision First Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Vision First Employee Stock Ownership Plan vs every filed plan by assets

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

$15,758,820 Top 35% higher than 65% 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 First Employee Stock Ownership 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 First Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vision First Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Vision First Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Vision First Employee Stock Ownership Plan reported participants rose from 143 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752993005 · Pinnacle Eye Care, Inc. D/B/a Vision First PY 2024 · ESOP

Vision First Employee Stock Ownership Plan · $16M · 157 · 65th

  • PHOTO $16M
  • PHOTO 157
  • PHOTO 65th
  • PHOTO ESOP
  • PHOTO near Mbog Acquisition, Inc. Employee Stock Ownership Plan
  • PHOTO ind #11921

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 What is an ESOP? → · Plans in Kentucky →

Vision First Employee Stock Ownership Plan in the asset neighbourhood

Vision First Employee Stock Ownership PlanVision First Employee Stock …$16MMbog Acquisition, Inc. Employee Stock Ownership PlanMbog Acquisition, Inc. Emplo…$16MSports Turf Company, Inc. Employee Stock Ownership PlanSports Turf Company, Inc. Em…$16MDon Hoban Co., Inc. Employee Stock Ownership PlanDon Hoban Co., Inc. Employee…$16MCapital Forest Products, Inc. Employee Stock Ownership PlanCapital Forest Products, Inc…$16M
End-of-year total assets ($M) among Vision First Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN752993005
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Eye Care, Inc. D/B/a Vision First)

Sponsor-wide plan assets over time

All Pinnacle Eye Care, Inc. D/B/a Vision First plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.36682906149559% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $24.1M ▲ +18.4%
Year Plans Participants Total Assets
2022 2 340 $20M
2023 2 329 $22M
2024 2 348 $24M

Nearby ESOP Plans in Kentucky

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

Vision First Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Vision First Employee Stock Ownership Plan, Total assets ($B): 0.01575882 · Participants: 157Vision First Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Vision First Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Vision First Employee Stock Ownership Plan side-by-side with 3 peers →

Vision First Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Mbog Acquisition, Inc. Employee Stock Ownership Plan in NY ($16M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 First Employee Stock Ownership Plan assets move in 2024? ▼
Vision First Employee Stock Ownership Plan grew at a solid clip - up 10.8% during 2024, from $14M to $16M. Reported net income was $2M.
How have Pinnacle Eye Care, Inc. D/B/a Vision First plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Eye Care, Inc. D/B/a Vision First's sponsor-wide assets grew 18.4%, from $20M to $24M.
Which ESOP plans are similar in size to Vision First Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mbog Acquisition, Inc. Employee Stock Ownership Plan in NY ($16M, 83 participants).
Which ESOP plans cover a similar participant headcount to Vision First Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants, $8M 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 752993005.

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.