Civic Intelligence

Vision Capital Management Inc.

Plan context: Vision Capital Management Inc. 401(K) Profit Sharing Plan

EIN 93-1270204 • Portland, OR • 36 filings • 10 plans

4380 S Macadam AveSte 350Portland, OR 97239-6406
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$10,207,774

2025 Contributions

$421,127

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,207,774$5,103,887$0199920122025YearValue
$10,207,774Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

19100199920122025YearValue
17Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025117$10,207,774$421,127$24,772iApproximate average salary by contribution assumption: employee only about $619,304 at 4% or $412,870 at 6%; with 50% employer match about $412,870 at 4% or $275,246 at 6%; with 100% employer match about $309,652 at 4% or $206,435 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-17$10,207,774$421,127$24,772iApproximate average salary by contribution assumption: employee only about $619,304 at 4% or $412,870 at 6%; with 50% employer match about $412,870 at 4% or $275,246 at 6%; with 100% employer match about $309,652 at 4% or $206,435 at 6%.
2024116$8,749,319$387,416$24,214iApproximate average salary by contribution assumption: employee only about $605,338 at 4% or $403,558 at 6%; with 50% employer match about $403,558 at 4% or $269,039 at 6%; with 100% employer match about $302,669 at 4% or $201,779 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-16$8,749,319$387,416$24,214iApproximate average salary by contribution assumption: employee only about $605,338 at 4% or $403,558 at 6%; with 50% employer match about $403,558 at 4% or $269,039 at 6%; with 100% employer match about $302,669 at 4% or $201,779 at 6%.
2023115$7,982,684$435,944$29,063iApproximate average salary by contribution assumption: employee only about $726,573 at 4% or $484,382 at 6%; with 50% employer match about $484,382 at 4% or $322,921 at 6%; with 100% employer match about $363,287 at 4% or $242,191 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-15$7,982,684$435,944$29,063iApproximate average salary by contribution assumption: employee only about $726,573 at 4% or $484,382 at 6%; with 50% employer match about $484,382 at 4% or $322,921 at 6%; with 100% employer match about $363,287 at 4% or $242,191 at 6%.
2022119$6,824,608$342,412$18,022iApproximate average salary by contribution assumption: employee only about $450,542 at 4% or $300,361 at 6%; with 50% employer match about $300,361 at 4% or $200,241 at 6%; with 100% employer match about $225,271 at 4% or $150,181 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-19$6,824,608$342,412$18,022iApproximate average salary by contribution assumption: employee only about $450,542 at 4% or $300,361 at 6%; with 50% employer match about $300,361 at 4% or $200,241 at 6%; with 100% employer match about $225,271 at 4% or $150,181 at 6%.
2021115$7,965,957$319,593$21,306iApproximate average salary by contribution assumption: employee only about $532,655 at 4% or $355,103 at 6%; with 50% employer match about $355,103 at 4% or $236,736 at 6%; with 100% employer match about $266,328 at 4% or $177,552 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-15$7,965,957$319,593$21,306iApproximate average salary by contribution assumption: employee only about $532,655 at 4% or $355,103 at 6%; with 50% employer match about $355,103 at 4% or $236,736 at 6%; with 100% employer match about $266,328 at 4% or $177,552 at 6%.
2020114$7,030,880$264,389$18,885iApproximate average salary by contribution assumption: employee only about $472,123 at 4% or $314,749 at 6%; with 50% employer match about $314,749 at 4% or $209,833 at 6%; with 100% employer match about $236,062 at 4% or $157,374 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-14$7,030,880$264,389$18,885iApproximate average salary by contribution assumption: employee only about $472,123 at 4% or $314,749 at 6%; with 50% employer match about $314,749 at 4% or $209,833 at 6%; with 100% employer match about $236,062 at 4% or $157,374 at 6%.
2019114$6,205,727$247,775$17,698iApproximate average salary by contribution assumption: employee only about $442,455 at 4% or $294,970 at 6%; with 50% employer match about $294,970 at 4% or $196,647 at 6%; with 100% employer match about $221,228 at 4% or $147,485 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-14$6,205,727$247,775$17,698iApproximate average salary by contribution assumption: employee only about $442,455 at 4% or $294,970 at 6%; with 50% employer match about $294,970 at 4% or $196,647 at 6%; with 100% employer match about $221,228 at 4% or $147,485 at 6%.
2018113$5,052,609$208,249$16,019iApproximate average salary by contribution assumption: employee only about $400,479 at 4% or $266,986 at 6%; with 50% employer match about $266,986 at 4% or $177,991 at 6%; with 100% employer match about $200,239 at 4% or $133,493 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-13$5,052,609$208,249$16,019iApproximate average salary by contribution assumption: employee only about $400,479 at 4% or $266,986 at 6%; with 50% employer match about $266,986 at 4% or $177,991 at 6%; with 100% employer match about $200,239 at 4% or $133,493 at 6%.
2017111$5,126,338$178,423$16,220iApproximate average salary by contribution assumption: employee only about $405,507 at 4% or $270,338 at 6%; with 50% employer match about $270,338 at 4% or $180,225 at 6%; with 100% employer match about $202,753 at 4% or $135,169 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-11$5,126,338$178,423$16,220iApproximate average salary by contribution assumption: employee only about $405,507 at 4% or $270,338 at 6%; with 50% employer match about $270,338 at 4% or $180,225 at 6%; with 100% employer match about $202,753 at 4% or $135,169 at 6%.
2016112$4,399,864$168,300$14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-12$4,399,864$168,300$14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%.
2015111$4,232,072$150,221$13,656iApproximate average salary by contribution assumption: employee only about $341,411 at 4% or $227,608 at 6%; with 50% employer match about $227,608 at 4% or $151,738 at 6%; with 100% employer match about $170,706 at 4% or $113,804 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-11$4,232,072$150,221$13,656iApproximate average salary by contribution assumption: employee only about $341,411 at 4% or $227,608 at 6%; with 50% employer match about $227,608 at 4% or $151,738 at 6%; with 100% employer match about $170,706 at 4% or $113,804 at 6%.
2014110$4,040,454$136,459$13,646iApproximate average salary by contribution assumption: employee only about $341,148 at 4% or $227,432 at 6%; with 50% employer match about $227,432 at 4% or $151,621 at 6%; with 100% employer match about $170,574 at 4% or $113,716 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-10$4,040,454$136,459$13,646iApproximate average salary by contribution assumption: employee only about $341,148 at 4% or $227,432 at 6%; with 50% employer match about $227,432 at 4% or $151,621 at 6%; with 100% employer match about $170,574 at 4% or $113,716 at 6%.
2013110$3,686,045$133,292$13,329iApproximate average salary by contribution assumption: employee only about $333,230 at 4% or $222,153 at 6%; with 50% employer match about $222,153 at 4% or $148,102 at 6%; with 100% employer match about $166,615 at 4% or $111,077 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-10$3,686,045$133,292$13,329iApproximate average salary by contribution assumption: employee only about $333,230 at 4% or $222,153 at 6%; with 50% employer match about $222,153 at 4% or $148,102 at 6%; with 100% employer match about $166,615 at 4% or $111,077 at 6%.
201218$2,739,526$114,830$14,354iApproximate average salary by contribution assumption: employee only about $358,844 at 4% or $239,229 at 6%; with 50% employer match about $239,229 at 4% or $159,486 at 6%; with 100% employer match about $179,422 at 4% or $119,615 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-8$2,739,526$114,830$14,354iApproximate average salary by contribution assumption: employee only about $358,844 at 4% or $239,229 at 6%; with 50% employer match about $239,229 at 4% or $159,486 at 6%; with 100% employer match about $179,422 at 4% or $119,615 at 6%.
201117$2,300,129$98,276$14,039iApproximate average salary by contribution assumption: employee only about $350,986 at 4% or $233,990 at 6%; with 50% employer match about $233,990 at 4% or $155,994 at 6%; with 100% employer match about $175,493 at 4% or $116,995 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-7$2,300,129$98,276$14,039iApproximate average salary by contribution assumption: employee only about $350,986 at 4% or $233,990 at 6%; with 50% employer match about $233,990 at 4% or $155,994 at 6%; with 100% employer match about $175,493 at 4% or $116,995 at 6%.
201017$2,270,739$131,211$18,744iApproximate average salary by contribution assumption: employee only about $468,611 at 4% or $312,407 at 6%; with 50% employer match about $312,407 at 4% or $208,271 at 6%; with 100% employer match about $234,305 at 4% or $156,204 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-7$2,270,739$131,211$18,744iApproximate average salary by contribution assumption: employee only about $468,611 at 4% or $312,407 at 6%; with 50% employer match about $312,407 at 4% or $208,271 at 6%; with 100% employer match about $234,305 at 4% or $156,204 at 6%.
200917$1,786,599$149,009$21,287iApproximate average salary by contribution assumption: employee only about $532,175 at 4% or $354,783 at 6%; with 50% employer match about $354,783 at 4% or $236,522 at 6%; with 100% employer match about $266,088 at 4% or $177,392 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-7$1,786,599$149,009$21,287iApproximate average salary by contribution assumption: employee only about $532,175 at 4% or $354,783 at 6%; with 50% employer match about $354,783 at 4% or $236,522 at 6%; with 100% employer match about $266,088 at 4% or $177,392 at 6%.
200816$1,109,365$81,710$13,618iApproximate average salary by contribution assumption: employee only about $340,458 at 4% or $226,972 at 6%; with 50% employer match about $226,972 at 4% or $151,315 at 6%; with 100% employer match about $170,229 at 4% or $113,486 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-6$1,109,365$81,710$13,618iApproximate average salary by contribution assumption: employee only about $340,458 at 4% or $226,972 at 6%; with 50% employer match about $226,972 at 4% or $151,315 at 6%; with 100% employer match about $170,229 at 4% or $113,486 at 6%.
200715$1,677,451$150,913$30,183iApproximate average salary by contribution assumption: employee only about $754,565 at 4% or $503,043 at 6%; with 50% employer match about $503,043 at 4% or $335,362 at 6%; with 100% employer match about $377,283 at 4% or $251,522 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-5$1,677,451$150,913$30,183iApproximate average salary by contribution assumption: employee only about $754,565 at 4% or $503,043 at 6%; with 50% employer match about $503,043 at 4% or $335,362 at 6%; with 100% employer match about $377,283 at 4% or $251,522 at 6%.
200625$2,852,781$112,059$22,412iApproximate average salary by contribution assumption: employee only about $560,295 at 4% or $373,530 at 6%; with 50% employer match about $373,530 at 4% or $249,020 at 6%; with 100% employer match about $280,148 at 4% or $186,765 at 6%.
UNION BANK OF CALIFORNIA, N.A. POOLED INVESTMENT FUND VISION AMERICAN RETIREMENT FUND-0$1,496,661--
Vision Capital Management Inc. 401(K) Profit Sharing Plan-5$1,356,120$112,059$22,412iApproximate average salary by contribution assumption: employee only about $560,295 at 4% or $373,530 at 6%; with 50% employer match about $373,530 at 4% or $249,020 at 6%; with 100% employer match about $280,148 at 4% or $186,765 at 6%.
200524$2,809,870$119,053$29,763iApproximate average salary by contribution assumption: employee only about $744,081 at 4% or $496,054 at 6%; with 50% employer match about $496,054 at 4% or $330,703 at 6%; with 100% employer match about $372,041 at 4% or $248,027 at 6%.
UNION BANK OF CALIFORNIA, N.A. POOLED INVESTMENT FUND VISION AMERICAN RETIREMENT FUND-0$1,695,017$10,632-
Vision Capital Management Inc. 401(K) Profit Sharing Plan-4$1,114,853$108,421$27,105iApproximate average salary by contribution assumption: employee only about $677,631 at 4% or $451,754 at 6%; with 50% employer match about $451,754 at 4% or $301,169 at 6%; with 100% employer match about $338,816 at 4% or $225,877 at 6%.
200424$2,643,406$94,510$23,628iApproximate average salary by contribution assumption: employee only about $590,688 at 4% or $393,792 at 6%; with 50% employer match about $393,792 at 4% or $262,528 at 6%; with 100% employer match about $295,344 at 4% or $196,896 at 6%.
UNION BANK OF CALIFORNIA, N.A. POOLED INVESTMENT FUND VISION AMERICAN RETIREMENT FUND-0$1,705,389--
Vision Capital Management Inc. 401(K) Profit Sharing Plan-4$938,017$94,510$23,628iApproximate average salary by contribution assumption: employee only about $590,688 at 4% or $393,792 at 6%; with 50% employer match about $393,792 at 4% or $262,528 at 6%; with 100% employer match about $295,344 at 4% or $196,896 at 6%.
200314$749,859$82,977$20,744iApproximate average salary by contribution assumption: employee only about $518,606 at 4% or $345,738 at 6%; with 50% employer match about $345,738 at 4% or $230,492 at 6%; with 100% employer match about $259,303 at 4% or $172,869 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-4$749,859$82,977$20,744iApproximate average salary by contribution assumption: employee only about $518,606 at 4% or $345,738 at 6%; with 50% employer match about $345,738 at 4% or $230,492 at 6%; with 100% employer match about $259,303 at 4% or $172,869 at 6%.
200213$498,795$74,775$24,925iApproximate average salary by contribution assumption: employee only about $623,125 at 4% or $415,417 at 6%; with 50% employer match about $415,417 at 4% or $276,944 at 6%; with 100% employer match about $311,563 at 4% or $207,708 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-3$498,795$74,775$24,925iApproximate average salary by contribution assumption: employee only about $623,125 at 4% or $415,417 at 6%; with 50% employer match about $415,417 at 4% or $276,944 at 6%; with 100% employer match about $311,563 at 4% or $207,708 at 6%.
200123$595,716$68,900$22,967iApproximate average salary by contribution assumption: employee only about $574,167 at 4% or $382,778 at 6%; with 50% employer match about $382,778 at 4% or $255,185 at 6%; with 100% employer match about $287,083 at 4% or $191,389 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-3$595,716$38,340$12,780iApproximate average salary by contribution assumption: employee only about $319,500 at 4% or $213,000 at 6%; with 50% employer match about $213,000 at 4% or $142,000 at 6%; with 100% employer match about $159,750 at 4% or $106,500 at 6%.
Vision Capital Management Inc. Pension Plan-0-$30,560-
200053$9,464,813$784,571$261,524iApproximate average salary by contribution assumption: employee only about $6,538,092 at 4% or $4,358,728 at 6%; with 50% employer match about $4,358,728 at 4% or $2,905,819 at 6%; with 100% employer match about $3,269,046 at 4% or $2,179,364 at 6%.
THE TRUST FUND FOR RETIREMENT ACCOUNTS VISION GROWTH OPPORTUNITY IRA EQUITY-0$4,519,888--
THE TRUST FUND FOR RETIREMENT ACCOUNTS VISION AMERICAN RETIREMENT-0$2,271,915--
THE TRUST FUND FOR RETIREMENT ACCOUNTS-VISION GROWTH AND INCOME IRA BALANCED-0$1,971,964--
Vision Capital Management Inc. Pension Plan-3$668,859$756,181$252,060iApproximate average salary by contribution assumption: employee only about $6,301,508 at 4% or $4,201,006 at 6%; with 50% employer match about $4,201,006 at 4% or $2,800,670 at 6%; with 100% employer match about $3,150,754 at 4% or $2,100,503 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-3$32,187$28,390$9,463iApproximate average salary by contribution assumption: employee only about $236,583 at 4% or $157,722 at 6%; with 50% employer match about $157,722 at 4% or $105,148 at 6%; with 100% employer match about $118,292 at 4% or $78,861 at 6%.
199923$10,402$10,402$3,467iApproximate average salary by contribution assumption: employee only about $86,683 at 4% or $57,789 at 6%; with 50% employer match about $57,789 at 4% or $38,526 at 6%; with 100% employer match about $43,342 at 4% or $28,894 at 6%.
Vision Capital Management Inc. 401(K) Profit Sharing Plan-3$6,241$6,241$2,080iApproximate average salary by contribution assumption: employee only about $52,008 at 4% or $34,672 at 6%; with 50% employer match about $34,672 at 4% or $23,115 at 6%; with 100% employer match about $26,004 at 4% or $17,336 at 6%.
Vision Capital Management Inc. Pension Plan-3$4,161$4,161$1,387iApproximate average salary by contribution assumption: employee only about $34,675 at 4% or $23,117 at 6%; with 50% employer match about $23,117 at 4% or $15,411 at 6%; with 100% employer match about $17,338 at 4% or $11,558 at 6%.