401(k) · DOL Form 5500 · 2024

Vision Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
4,256
Participants Above avg headcount
78th
Percentile by assets National rank
$7,293
Avg per participant Low balance/head
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Official DOL plan name: Vision Management Services, LLC 401(k) Plan · Sponsored by Vision Management Services, LLC · Illinois · Management of Enterprises

$31M in assets, 4,256 participants

Vision Management Services, LLC's Vision Management Services, LLC 401(k) Plan reported $31M in total assets and 4,256 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #678 in Management of Enterprises (1,133 peers)

Coverage in Illinois

Vision Management Services, LLC 401(k) Plan covers 4,256 participants in Illinois, 5.5x the typical Illinois plan (state average ~779 per filing). Assets: $31M.

#678
in Management of Enterprises (1,133 peers)
+32.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vision Management Services, LLC 401(k) Plan's outsized position by total assets

Vision Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$31,037,661 Top 22% higher than 78% 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

Vision Management Services, LLC 401(k) 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. Vision Management Services, LLC 401(k) Plan lands in the large band (4,256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vision Management Services, LLC 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Vision Management Services, LLC 401(k) Plan reported participants rose from 3,585 in the plan year 2023 filing to 4,256 in the plan year 2024 filing.
  • Vision Management Services, LLC 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 821291115 · Vision Management Services, LLC PY 2024 · 401(k)

Vision Management Services, LLC 401(k) Plan · $31M · 4,256 · 78th

  • NET $31M
  • BOOK 4,256
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Traditions Health, LLC 401(k) Plan
  • EBSA ind #678

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 Management of Enterprises retirement plans → · Plans in Illinois →

Vision Management Services, LLC 401(k) Plan in the asset neighbourhood

Vision Management Services, LLC 401(k) PlanVision Management Services, …$31MTraditions Health, LLC 401(k) PlanTraditions Health, LLC 401(k…$31MSmartlink, LLC 401(k) Plan$31MGreen Valley Corporation 401(k) Profit Sharing PlanGreen Valley Corporation 401…$31MRedwood Capital Management LLC Incentive Savings TrustRedwood Capital Management L…$31M
End-of-year total assets ($M) among Vision Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$31M
Net Income$8M
Employer EIN821291115
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vision Management Services, LLC)

Sponsor-wide plan assets over time

All Vision Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 135.4233126237744% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.2M $31M ▲ +135.5%
Year Plans Participants Total Assets
2022 1 3,496 $13M
2023 1 3,585 $23M
2024 1 4,256 $31M

Nearby 401(k) Plans in Illinois

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

Vision Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Vision Management Services, LLC 401(k) Plan, Total assets ($B): 0.031037661 · Participants: 4256Vision Management Services, LLC 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
Vision Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Vision Management Services, LLC 401(k) Plan side-by-side with 3 peers →

Vision Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Traditions Health, LLC 401(k) Plan in TN ($31M); by covered participants it is Holt Companies Retirement Plan in TX (4,257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,256 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 Vision Management Services, LLC 401(k) Plan assets move in 2024? ▼
Vision Management Services, LLC 401(k) Plan surged - up 32.8% during 2024, from $23M to $31M. Reported net income was $8M.
How have Vision Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vision Management Services, LLC's sponsor-wide assets grew 135.4%, from $13M to $31M.
Where does Vision Management Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Vision Management Services, LLC 401(k) Plan ranks in the 78th 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 Vision Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Traditions Health, LLC 401(k) Plan in TN ($31M, 2,448 participants).
Which 401(k) plans cover a similar participant headcount to Vision Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holt Companies Retirement Plan in TX (4,257 participants, $505M 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 821291115.

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.