401(k) · DOL Form 5500 · 2024

Visionary Practice Management Services LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 214
Participants Below avg headcount: 67th
Percentile by assets National rank: $80,691
Avg per participant Below avg balance/head

Official DOL plan name: Visionary Practice Management Services LLC 401(k) Retirement Plan · Sponsored by Visionary Practice Management Services LLC · Texas · Healthcare & Social Assistance

$17M in assets, 214 participants

Visionary Practice Management Services LLC's Visionary Practice Management Services LLC 401(k) Retirement Plan reported $17M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

#12,208 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Visionary Practice Management Services LLC 401(k) Retirement Plan covers 214 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#12,208
in Healthcare & Social Assistance (16,916 peers): +16.3%
assets growth YoY

Visionary Practice Management Services LLC 401(k) Retirement Plan's outsized position by total assets

Visionary Practice Management Services LLC 401(k) Retirement Plan vs every filed plan by assets

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

$17,267,958 Top 33% higher than 67% 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

Visionary Practice Management Services LLC 401(k) Retirement 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. Visionary Practice Management Services LLC 401(k) Retirement Plan sits mid-pack in the medium band (214 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 934318694 · Visionary Practice Management Services LLC PY 2024 · 401(k)

Visionary Practice Management Services LLC 401(k) Retirement Plan · $17M · 214 · 67th

PART $17M
TYPE 214
NET 67th
BOOK 401(k)
VS-ST near Bankfirst 401(k) Profit Sharing Plan
BOY ind #12208

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Visionary Practice Management Services LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$17M
Net Income	$2M
Employer EIN	934318694
Plan Effective Date	1985-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Visionary Practice Management Services LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Visionary Practice Management Services LLC 401(k) Retirement Plan side-by-side with 3 peers →

Visionary Practice Management Services LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bankfirst 401(k) Profit Sharing Plan in NE ($17M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Bankfirst 401(k) Profit Sharing Plan (NE) $17M · 104
Infoimage of California, Inc. Retirement Plan (CA) $17M · 151
James G. Parker Insurance Associates Employees 401(k) Plan (CA) $17M · 173
Assertio Management, LLC 401(k) Retirement Plan (IL) $17M · 69

Similar participant headcount

Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.

Premier Health Services, Inc. 401(k) Plan (DC) 214 · 0 off
Nationwide Studios 401(k) Plan (TN) 214 · 0 off
Parsons Company, Inc. Profit Sharing and 401(k) Plan (IL) 214 · 0 off
Nystrom, Incorporated Employee Savings & Retirement Plan (MN) 214 · 0 off

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 Visionary Practice Management Services LLC 401(k) Retirement Plan assets move in 2024? ▼

Visionary Practice Management Services LLC 401(k) Retirement Plan grew sharply - up 16.3% during 2024, from $15M to $17M. Reported net income was $2M.

Which 401(k) plans are similar in size to Visionary Practice Management Services LLC 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bankfirst 401(k) Profit Sharing Plan in NE ($17M, 104 participants).

Which 401(k) plans cover a similar participant headcount to Visionary Practice Management Services LLC 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 934318694.