Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

13 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:EIN 521275072Clear all

Companies

Plans

  • planVesta, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
    $16.4Mreported assets (EOY)
    Sponsor: Vesta IncEIN: 52-1275072Plan: 006Participants: 267Assets: $16,385,269Net assets: $16.4MAssets / participant: $61.4KLocation: Lanham, MDLatest: 2023
    View financial statement →
  • planVesta, Inc.2023 filing
    Sponsor: Vesta, Inc. Finance DepartmentEIN: 52-1275072Plan: 503Participants: 128Assets: not reported in the loaded datasetLocation: Lanham, MDLatest: 2023
    View plan profile →

Service providers

Filings