Plan5500

Vista Equity Partners Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Vista Equity Partners Management, LLC (EIN 26-0434499) is a plan sponsor located in Austin, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-0434499
Location
Austin, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Vista Equity Partners Management, LLC

  • 2 loaded plans hold $107.3M in reported assets.
  • The largest, Vista Equity Partners Management, LLC Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,124 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$107.3MSummed across loaded plans$107,313,476
Total reported assets$107.3M$107,313,476
Total reported participants1.1K1,124
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$107.3M total assets
Net assets$107.3MLiabilities$0
Contributions & income
Employer contributions$6.1M
Participant contributions$9.1M
Total income / additions$36.8M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)$34.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Vista Equity Partners Management, LLC Retirement Plan
Participants per plan562Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Vista Equity Partners Management, LLC Retirement Plan$107.3M
    Plan #001 · 628 participants · 2023
  2. 2
    Vista Equity Partners Management, LLC Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 496 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Vista Equity Partners Management, LLC. Open one for its full reported snapshot.

  1. 2023
    Vista Equity Partners Management, LLC Welfare Benefits Plan496 participants · 2No schedules
    View filing →
  2. 2023
    Vista Equity Partners Management, LLC Retirement Plan628 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Vista Equity Partners Management, LLC report on Form 5500?
Vista Equity Partners Management, LLC (EIN 26-0434499) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Vista Equity Partners Management, LLC?
The Employer Identification Number (EIN) reported for Vista Equity Partners Management, LLC is 26-0434499.
What is the latest Form 5500 filing year for Vista Equity Partners Management, LLC?
The latest loaded Form 5500 filing year for Vista Equity Partners Management, LLC is 2023.

Related Form 5500 pages