ESOP · DOL Form 5500 · 2024

Envision Management, LLC. ESOP

Data updated 2026-08-25

$284M
Total assets Near avg plan size
1,205
Participants Near avg headcount
96th
Percentile by assets National rank
$235,900
Avg per participant Above avg balance/head
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Official DOL plan name: Envision Management Holding, Inc. Employee Stock Ownership Plan · Sponsored by Envision Management, LLC. · Colorado · Healthcare & Social Assistance

$284M in assets, 1,205 participants

Envision Management, LLC.'s Envision Management Holding, Inc. Employee Stock Ownership Plan reported $284M in total assets and 1,205 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,217 in Healthcare & Social Assistance (16,916 peers)

Coverage in Colorado

Envision Management Holding, Inc. Employee Stock Ownership Plan covers 1,205 participants in Colorado, 3.2x the typical Colorado plan (state average ~376 per filing). Assets: $284M.

#16,217
in Healthcare & Social Assistance (16,916 peers)
+34.5%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Envision Management Holding, Inc. Employee Stock Ownership Plan's outsized position by total assets

Envision Management Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$284,259,000 Top 4% higher than 96% 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

Envision Management Holding, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envision Management Holding, Inc. Employee Stock Ownership Plan lands in the large band (1,205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Envision Management Holding, Inc. Employee Stock Ownership Plan reported net income rose from $44M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Envision Management Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $211M in the plan year 2023 filing to $284M in the plan year 2024 filing.
  • Envision Management Holding, Inc. Employee Stock Ownership Plan reported participants rose from 1,075 in the plan year 2023 filing to 1,205 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841613233 · Envision Management, LLC. PY 2024 · ESOP

Envision Management Holding, Inc. Employee Stock Ownership Plan · $284M · 1,205 · 96th

  • PHOTO $284M
  • IND 1,205
  • EOY 96th
  • 5500 ESOP
  • ASSETS near Lockheed Martin Corporation Capital Accumulation Plan
  • PCT ind #16217

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 Colorado →

Envision Management Holding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Envision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$284MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$284MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$282MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$282MAubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, I…$281M
End-of-year total assets ($M) among Envision Management Holding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$159M
Net Income$77M
Employer EIN841613233
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envision Management, LLC.)

Sponsor-wide plan assets over time

All Envision Management, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$338M 61.60500324707861% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $209M $338M ▲ +61.6%
Year Plans Participants Total Assets
2022 2 2,178 $209M
2023 2 2,544 $258M
2024 2 2,780 $338M

Nearby ESOP Plans in Colorado

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

Envision Management Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0200400600800 Total assets ($M) Participants Envision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership PlanBrown and Caldwell Employee Stock Ownership Plan, Total assets ($M): 90.560856 · Participants: 2256Brown and Caldwell Employee Stock Ownership Plan
Envision Management Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Envision Management Holding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Envision Management Holding, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Lockheed Martin Corporation Capital Accumulation Plan in MD ($284M); by covered participants it is Alvest S.a.S Employee Stock Ownership Plan in CT (1,205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,205 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 Envision Management Holding, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Envision Management Holding, Inc. Employee Stock Ownership Plan surged - up 34.5% during 2024, from $211M to $284M. Reported net income was $77M.
How have Envision Management, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envision Management, LLC.'s sponsor-wide assets grew 61.6%, from $209M to $338M.
Where does Envision Management Holding, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Envision Management Holding, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Envision Management Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lockheed Martin Corporation Capital Accumulation Plan in MD ($284M, 7,445 participants).
Which ESOP plans cover a similar participant headcount to Envision Management Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alvest S.a.S Employee Stock Ownership Plan in CT (1,205 participants, $9M 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 841613233.

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.