Defined Benefit (Pension) · DOL Form 5500 · 2024
Visa Inc. Pension Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 3,490
- Participants
- 99th
- Percentile by assets
- $459,112
- Avg per participant
Official DOL plan name: Visa Retirement Plan · Sponsored by Visa Inc. · California · Finance & Insurance
$1.6B in assets, 3,490 participants
Visa Inc.'s Visa Retirement Plan reported $1.6B in total assets and 3,490 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #8,384 in Finance & Insurance (8,549 peers)
Coverage in California
Visa Retirement Plan covers 3,490 participants in California, 5.5x the typical California plan (state average ~630 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2024 EOY)
- 3,490
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $459,112
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Visa Retirement Plan reported net income fell from $187M in the plan year 2023 filing to $97M in the plan year 2024 filing.
- Visa Retirement Plan reported participants fell from 3,769 in the plan year 2023 filing to 3,490 in the plan year 2024 filing.
- Visa Retirement Plan end-of-year assets rose from $1.6B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Visa Retirement Plan reports 3,490 participants - 5.5x that state average ($1.6B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $97M |
| Employer EIN | 260267673 |
| Plan Effective Date | 1971-01-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visa Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,723 | $4.5B |
| 2023 | 2 | 16,250 | $5.9B |
| 2024 | 2 | 16,611 | $6.8B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Visa Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Visa Retirement Plan by total assets, not by location.
- Basf Corporation Salaried Employees' Pension Plan (NJ) $1.6B · 2,805
- National Integrated Group Pension Plan (PA) $1.6B · 2,214
- Western Pennsylvania Teamsters and Employers Pension Fund (PA) $1.6B · 3,456
- Bosch Pension Plan (MI) $1.6B · 3,086
Frequently Asked Questions
How did Visa Retirement Plan assets move in 2024? ▼
How have Visa Inc. plan assets changed over time? ▼
Where does Visa Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Visa Retirement Plan? ▼
Next read for Visa Retirement Plan
Filing takeaways
Ways to act on Visa Retirement Plan's numbers.
- By total assets, Visa Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Visa Inc.'s sponsor-wide assets have grown 50.7% since 2022 across 3 plan years on file. More Finance & Insurance plans