ESOP · DOL Form 5500 · 2024

Vistula Management Company ESOP

Data updated 2026-08-25

$872K
Total assets Small plan by assets
48
Participants Small participant base
22nd
Percentile by assets National rank
$18,177
Avg per participant Low balance/head
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Official DOL plan name: Vistula Management Company Employee Stock Ownership Plan · Sponsored by Vistula Management Company · Ohio · Real Estate

$872K in assets, 48 participants

Vistula Management Company's Vistula Management Company Employee Stock Ownership Plan reported $872K in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,770 in Real Estate (4,605 peers)

What the 2024 filing shows

Vistula Management Company Employee Stock Ownership Plan holds $872K for 48 participants - about $18,177 per participant, among the smaller plans by assets on file.

#1,770
in Real Estate (4,605 peers)
-4.7%
assets change YoY

The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vistula Management Company Employee Stock Ownership Plan among the smaller filed plans by assets

Vistula Management Company Employee Stock Ownership Plan vs every filed plan by assets

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

$872,497 22nd percentile higher than 22% 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

Vistula Management Company Employee Stock Ownership 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. Vistula Management Company Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vistula Management Company Employee Stock Ownership Plan reported net income fell from $57K in the plan year 2023 filing to -$44K in the plan year 2024 filing.
  • Vistula Management Company Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Vistula Management Company Employee Stock Ownership Plan end-of-year assets fell from $916K in the plan year 2023 filing to $872K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341313054 · Vistula Management Company PY 2024 · ESOP

Vistula Management Company Employee Stock Ownership Plan · $872K · 48 · 22nd

  • EBSA $872K
  • EBSA 48
  • EBSA 22nd
  • EBSA ESOP
  • EBSA near Citizen Auto Stage Company Employee Stock Ownership Plan and Trust
  • EBSA ind #1770

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 Ohio →

Vistula Management Company Employee Stock Ownership Plan in the asset neighbourhood

Horizon, Inc. Employee Stock Ownership PlanHorizon, Inc. Employee Stock…$880KCt3 Employee Stock Ownership PlanCt3 Employee Stock Ownership…$882KVistula Management Company Employee Stock Ownership PlanVistula Management Company E…$872KCitizen Auto Stage Company Employee Stock Ownership Plan and TrustCitizen Auto Stage Company E…$872KC-Forward, Inc. Employee Stock Ownership PlanC-Forward, Inc. Employee Sto…$875K
End-of-year total assets ($M) among Vistula Management Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$916K
Net Assets (End of Year)$872K
Net Income-$44K
Employer EIN341313054
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistula Management Company)

Sponsor-wide plan assets over time

All Vistula Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$872K 1.6044829565899903% vs 2022
2024 filing year
$0.84M$0.86M$0.88M$0.9M$0.92M$0.94M 202220232024 $0.86M $0.87M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 44 $859K
2023 1 40 $916K
2024 1 48 $872K

Nearby ESOP Plans in Ohio

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

Vistula Management Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Vistula Management Company Employee Stock Ownership Plan, Total assets ($B): 0.000872497 · Participants: 48Vistula Management Company Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Vistula Management Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Vistula Management Company Employee Stock Ownership Plan side-by-side with 3 peers →

Vistula Management Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Citizen Auto Stage Company Employee Stock Ownership Plan and Trust in AZ ($872K); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Vistula Management Company Employee Stock Ownership Plan assets move in 2024? ▼
Vistula Management Company Employee Stock Ownership Plan edged down modestly - down 4.7% during 2024, from $916K to $872K. Reported net income was -$44K.
How have Vistula Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vistula Management Company's sponsor-wide assets grew 1.6%, from $859K to $872K.
Where does Vistula Management Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Vistula Management Company Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Vistula Management Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Citizen Auto Stage Company Employee Stock Ownership Plan and Trust in AZ ($872K, 32 participants).
Which ESOP plans cover a similar participant headcount to Vistula Management Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 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 341313054.

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.