Plan5500

Vistra Retirement Plan — Form 5500 plan (Vistra Operations Company LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vistra Retirement Plan is a benefit plan reported by Vistra Operations Company LLC under EIN 36-4833461 and plan number 002. The latest loaded filing year is 2023. The filing reports 876 participants and $253,619,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vistra Operations Company LLC
EIN
36-4833461
Plan number
002
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
876
End-of-year plan assets
$253,619,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023876H, C20241015112523NAL0029393537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$253,619,474
Total liabilities (EOY)
$116,715
Net assets (EOY)
$253,502,759
Net assets (BOY)
$251,065,728

Income & contributions

Total contributions
$0
Total income / additions
$25,047,879

Expenses & distributions

Benefits paid
$21,177,361
Administrative expenses
$1,433,487
Total expenses
$22,610,848
Net increase / (decrease)
$2,437,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Investments Usa Inc.NONE$733,703not reported in the loaded dataset2023
Northern Trust CorporationNONE$35,795not reported in the loaded dataset2023
State Street Research & ManagementNONE$8,741not reported in the loaded dataset2023

Related Form 5500 pages