401(k) · DOL Form 5500 · 2024

Blue Vista Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
80
Participants Small participant base
70th
Percentile by assets National rank
$250,932
Avg per participant Above avg balance/head
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Official DOL plan name: Blue Vista Capital Management 401(k) Plan · Sponsored by Blue Vista Capital Management, LLC · Illinois · Finance & Insurance

$20M in assets, 80 participants

Blue Vista Capital Management, LLC's Blue Vista Capital Management 401(k) Plan reported $20M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,740 in Finance & Insurance (8,549 peers)

Blue Vista Capital Management, LLC multi-year trail

Blue Vista Capital Management, LLC's plans moved +51.3% in assets from 2022 to 2024; this filing shows Blue Vista Capital Management 401(k) Plan at $20M / 80 participants.

#4,740
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY

Blue Vista Capital Management 401(k) Plan's outsized position by total assets

Blue Vista Capital Management 401(k) Plan vs every filed plan by assets

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

$20,074,590 Top 30% higher than 70% 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

Blue Vista Capital Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Vista Capital Management 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Vista Capital Management 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Blue Vista Capital Management 401(k) Plan reported participants rose from 71 in the plan year 2023 filing to 80 in the plan year 2024 filing.
  • Blue Vista Capital Management 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205320876 · Blue Vista Capital Management, LLC PY 2024 · 401(k)

Blue Vista Capital Management 401(k) Plan · $20M · 80 · 70th

  • NET $20M
  • BOOK 80
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Softheon 401(k) Plan
  • EBSA ind #4740

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 Illinois →

Blue Vista Capital Management 401(k) Plan in the asset neighbourhood

Austin Ear, Nose & Throat Clinic 401(k) Profit Sharing PlanAustin Ear, Nose & Throat Cl…$20MBlue Vista Capital Management 401(k) PlanBlue Vista Capital Managemen…$20MSoftheon 401(k) Plan$20MFemg Holdings, LLC 401(k) PlanFemg Holdings, LLC 401(k) Pl…$20MOrange County Urology Associates 401(k) Profit Sharing PlanOrange County Urology Associ…$20M
End-of-year total assets ($M) among Blue Vista Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Blue Vista Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blue Vista Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 51.29523424221358% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.3M $20.1M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 59 $13M
2023 1 71 $17M
2024 1 80 $20M

Blue Vista Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN205320876
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Blue Vista Capital Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Blue Vista Capital Management 401(k) Plan, Total assets ($B): 0.02007459 · Participants: 80Blue Vista Capital Management 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Blue Vista Capital Management 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Blue Vista Capital Management 401(k) Plan side-by-side with 3 peers →

Blue Vista Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Softheon 401(k) Plan in NY ($20M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Blue Vista Capital Management 401(k) Plan assets move in 2024? ▼
Blue Vista Capital Management 401(k) Plan grew sharply - up 19.4% during 2024, from $17M to $20M. Reported net income was $3M.
How have Blue Vista Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Vista Capital Management, LLC's sponsor-wide assets grew 51.3%, from $13M to $20M.
Which 401(k) plans are similar in size to Blue Vista Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Softheon 401(k) Plan in NY ($20M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Blue Vista Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A 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 205320876.

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.