401(k) · DOL Form 5500 · 2024
The Finway Group - Vista 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $142,246
- Avg per participant Near avg balance/head
Official DOL plan name: Vista Plan Pep · Sponsored by The Finway Group - Vista · Iowa · Finance & Insurance
$24M in assets, 168 participants
The Finway Group - Vista's Vista Plan Pep reported $24M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #5,102 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Vista Plan Pep covers 168 participants in Iowa, about 28% of the average Iowa filer (state average ~609 per filing). Assets: $24M.
- #5,102
- in Finance & Insurance (8,549 peers)
- +114.7%
- assets growth YoY
Vista Plan Pep's outsized position by total assets
Vista Plan Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,897,249 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vista Plan Pep 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 Plan Pep sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vista Plan Pep reported net income rose from $385K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Vista Plan Pep end-of-year assets rose from $11M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Vista Plan Pep reported participants rose from 160 in the plan year 2023 filing to 168 in the plan year 2024 filing.
DOL schedule card
Filing strip 421468222 · The Finway Group - Vista PY 2024 · 401(k)
Vista Plan Pep · $24M · 168 · 74th
- PCT $24M
- EIN 168
- RANK 74th
- PHOTO 401(k)
- IND near Andersen Material Handling 401(k) Plan
- EOY ind #5102
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 Iowa →
Vista Plan Pep in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 421468222 |
| Plan Effective Date | 2023-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Finway Group - Vista)
Sponsor-wide plan assets over time
All The Finway Group - Vista plans reported in each filing year
- Latest sponsor-wide plan assets
- $508M 853178.5315860215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | N/A | $60K |
| 2023 | 15 | 5,444 | $139M |
| 2024 | 31 | 7,219 | $508M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Vista Plan Pep's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Andersen Material Handling 401(k) Plan in MI ($24M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Andersen Material Handling 401(k) Plan (MI) $24M · 318
- Huddle House Inc. 401(k) Profit Sharing Plan (GA) $24M · 2,784
- The Globe Pequot Publishing Group, Inc. 401(k) Plan (PA) $24M · 325
- Protrans International, LLC 401(k) Plan (IN) $24M · 786
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Illinois Retina Associates, S.C. 401(k) Plan (IL) 168 · 0 off
- Metalworks, Inc. 401(k) Profit Sharing Plan & Trust (NE) 168 · 0 off
- Ebq Retirement Plan (TX) 168 · 0 off
- The Tobin Group 401(k) Plan (MI) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.