401(k) · DOL Form 5500 · 2024

Vista Managing Services, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
227
Participants Below avg headcount
47th
Percentile by assets National rank
$28,857
Avg per participant Low balance/head
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Official DOL plan name: Vista Managing Services 401(k) Plan · Sponsored by Vista Managing Services, LLC · Texas · Transportation & Warehousing

$7M in assets, 227 participants

Vista Managing Services, LLC's Vista Managing Services 401(k) Plan reported $7M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,588 in Transportation & Warehousing (3,299 peers)

Coverage in Texas

Vista Managing Services 401(k) Plan covers 227 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#1,588
in Transportation & Warehousing (3,299 peers)
+12.6%
assets growth YoY

Vista Managing Services 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Vista Managing Services 401(k) Plan vs every filed plan by assets

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

$6,550,443 47th percentile higher than 47% 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

Vista Managing Services 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. Vista Managing Services 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vista Managing Services 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $731K in the plan year 2024 filing.
  • Vista Managing Services 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Vista Managing Services 401(k) Plan reported participants fell from 239 in the plan year 2023 filing to 227 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 880742465 · Vista Managing Services, LLC PY 2024 · 401(k)

Vista Managing Services 401(k) Plan · $7M · 227 · 47th

  • EIN $7M
  • EIN 227
  • EIN 47th
  • EIN 401(k)
  • EIN near Bates Electric, Inc. Retirement Plan
  • EIN ind #1588

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Vista Managing Services 401(k) Plan in the asset neighbourhood

Vista Managing Services 401(k) PlanVista Managing Services 401(…$7MBates Electric, Inc. Retirement PlanBates Electric, Inc. Retirem…$7MUpstack 401(k) Plan$7MLauth Group, Inc. 401(k) Savings PlanLauth Group, Inc. 401(k) Sav…$7MAviation Security Management, LLC 401(k) PlanAviation Security Management…$7M
End-of-year total assets ($M) among Vista Managing Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$731K
Employer EIN880742465
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Managing Services, LLC)

Sponsor-wide plan assets over time

All Vista Managing Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.56375747123632% vs 2023
2024 filing year
$5.5M$6M$6.5M$7M 20232024 $5.82M $6.55M ▲ +12.5%
Year Plans Participants Total Assets
2023 1 239 $6M
2024 1 227 $7M

Nearby 401(k) Plans in Texas

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

Vista Managing Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vista Managing Services 401(k) Plan, Total assets ($B): 0.006550443 · Participants: 227Vista Managing Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Vista Managing Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Vista Managing Services 401(k) Plan side-by-side with 3 peers →

Vista Managing Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bates Electric, Inc. Retirement Plan in FL ($7M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Vista Managing Services 401(k) Plan assets move in 2024? ▼
Vista Managing Services 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $6M to $7M. Reported net income was $731K.
How have Vista Managing Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Vista Managing Services, LLC's sponsor-wide assets grew 12.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Vista Managing Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bates Electric, Inc. Retirement Plan in FL ($7M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Vista Managing Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 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 880742465.

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.