401(k) · DOL Form 5500 · 2024

Visionist, Inc 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
128
Participants Small participant base
84th
Percentile by assets National rank
$391,324
Avg per participant High balance/head
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Official DOL plan name: Visionist, Inc. 401(k) Plan · Sponsored by Visionist, Inc · Maryland · Professional & Technical Services

$50M in assets, 128 participants

Visionist, Inc's Visionist, Inc. 401(k) Plan reported $50M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,144 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Visionist, Inc. 401(k) Plan covers 128 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $50M.

#17,144
in Professional & Technical Services (20,173 peers)
+22.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Visionist, Inc. 401(k) Plan's outsized position by total assets

Visionist, Inc. 401(k) Plan vs every filed plan by assets

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

$50,089,446 Top 16% higher than 84% 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

Visionist, Inc. 401(k) 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. Visionist, Inc. 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Visionist, Inc. 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Visionist, Inc. 401(k) Plan reported participants rose from 113 in the plan year 2023 filing to 128 in the plan year 2024 filing.
  • Visionist, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 272668011 · Visionist, Inc PY 2024 · 401(k)

Visionist, Inc. 401(k) Plan · $50M · 128 · 84th

  • PART $50M
  • PART 128
  • PART 84th
  • PART 401(k)
  • PART near Everbrite, LLC Profit Sharing Plan
  • PART ind #17144

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 Maryland →

Visionist, Inc. 401(k) Plan in the asset neighbourhood

Visionist, Inc. 401(k) Plan$50MEverbrite, LLC Profit Sharing PlanEverbrite, LLC Profit Sharin…$50MNorth Georgia Electric Membership Corporation 401(k) PlanNorth Georgia Electric Membe…$50MRetirement Plan of Goodsill Anderson Quinn & StifelRetirement Plan of Goodsill …$50MThe J.G. Wentworth Company 401(k) PlanThe J.G. Wentworth Company 4…$50M
End-of-year total assets ($M) among Visionist, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$50M
Net Income$9M
Employer EIN272668011
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visionist, Inc)

Sponsor-wide plan assets over time

All Visionist, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$83M 81.05944997679534% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.9M $83M ▲ +81.0%
Year Plans Participants Total Assets
2022 2 206 $46M
2023 2 228 $65M
2024 2 255 $83M

Nearby 401(k) Plans in Maryland

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

Visionist, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Visionist, Inc. 401(k) Plan, Total assets ($B): 0.050089446 · Participants: 128Visionist, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Visionist, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Visionist, Inc. 401(k) Plan side-by-side with 3 peers →

Visionist, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Everbrite, LLC Profit Sharing Plan in WI ($50M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Visionist, Inc. 401(k) Plan assets move in 2024? ▼
Visionist, Inc. 401(k) Plan grew sharply - up 22.8% during 2024, from $41M to $50M. Reported net income was $9M.
How have Visionist, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Visionist, Inc's sponsor-wide assets grew 81.1%, from $46M to $83M.
Where does Visionist, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Visionist, Inc. 401(k) Plan ranks in the 84th 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 Visionist, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Everbrite, LLC Profit Sharing Plan in WI ($50M, 563 participants).
Which 401(k) plans cover a similar participant headcount to Visionist, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 272668011.

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.