Visa Retirement Plan — Form 5500 plan (Visa Inc.)
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, Visa Retirement Plan is a benefit plan reported by Visa Inc. under EIN 26-0267673 and plan number 334. The latest loaded filing year is 2023. The filing reports 6,389 participants and $1,556,759,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visa Inc.
- EIN
- 26-0267673
- Plan number
- 334
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 6,389
- End-of-year plan assets
- $1,556,759,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,389 | H, C | 20250714133420NAL0002787650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,556,759,181
- Total liabilities (EOY)
- $359,827,569
- Net assets (EOY)
- $1,196,931,612
- Net assets (BOY)
- $1,009,945,846
Income & contributions
- Total contributions
- $0
- Total income / additions
- $234,938,197
Expenses & distributions
- Benefits paid
- $43,428,430
- Administrative expenses
- $4,524,001
- Total expenses
- $47,952,431
- Net increase / (decrease)
- $186,985,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,687,099 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $1,446,081 | $0 | 2023 |
| Conduent Human Resource Svcs, LLC | BENEFIT ADMINISTRATION | $300,210 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | TRUSTEE | $242,831 | $0 | 2023 |
| Aon Investments Usa Inc. | NONE | $132,870 | not reported in the loaded dataset | 2023 |
| Visa Usa, Inc. | NONE | $84,669 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $52,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Visa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Pimco — Schedule C compensation
- Conduent Human Resource Svcs, LLC — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Visa Usa, Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation