2023 Form 5500 research-file data
Filed plan and sponsor summary
The matched 2023 filing identifies VISA RETIREMENT PLAN and lists VISA INC. as sponsor. The 2023 EBSA/OPR research file classifies the record as TYPE3=2 (cash balance), reports DB=1 and DC=0, and the filer-reported benefit code includes 1C. These are filing-year classifications, not current-status or plan-term conclusions.
Filing snapshot
These are filing-year values. They are not statements about current plan status, current participants, or an individual benefit.
- Filing year
- 2023
- Reported filing period
- 2023-09-30
- Sponsor
- VISA INC.
- EIN
- 26-0267673
- Plan number
- 334
- Defined-benefit classification
- TYPE3=2; DB=1; DC=0
- Participants
- 6,353
- End-of-year total assets
- $1,158,595,585
- End-of-year net assets
- $1,009,945,846
- 2023 filing status field
- FINAL_FILING_IND=0 in the 2023 record
- 2023 filing indicator
- FROZEN=0
This is a 2023 Form 5500 research-file record.
The matched 2023 DOL research-file record reports a plan year ending 2023-09-30.
The matched 2023 filing identifies the sponsor as VISA INC.
The matched 2023 filing reports EIN 26-0267673.
The matched 2023 filing reports plan number 334.
The 2023 EBSA/OPR research file classifies this record as TYPE3=2 (cash balance), reports DB=1 and DC=0, and the filer-reported benefit code includes 1C. This filing-year classification does not establish current status or plan-specific terms.
The matched 2023 filing reports 6,353 participants on the TPART field. This filing-year value is not a current participant count.
The matched 2023 research-file record reports $1,158,595,585 in edited end-of-year total assets. This filing-year value is not a current asset value.
The matched 2023 research-file record reports $1,009,945,846 in edited end-of-year net assets. This filing-year value is not a current asset value.
The 2023 research-file record reports FINAL_FILING_IND=0. This filing-year indicator does not establish current plan status.
The 2023 EBSA/OPR research-file record includes FROZEN=0. This is a filing-year indicator, not confirmation of current plan status.
What this filing does not establish
The reviewed filing data identifies this filing-year record and selected reported values. It does not establish current plan status, administrator or recordkeeper identity, plan-document terms, QDRO procedures, a model order, a participant benefit statement, a crediting formula, a valuation date, payment forms, survivor benefits, or a division method.
- current status
- administrator/recordkeeper
- SPD/plan document/amendments
- QDRO procedures/model order
- current benefit statement
- crediting formula
- valuation date
- benefit forms
- survivor benefits
- division method
Cash-balance and QDRO framework
The following guidance is general. It does not assert a feature or procedure for this named plan.
What a Form 5500 filing can—and cannot—tell you
A Form 5500 filing is a federal annual-reporting record. On these pages, filing data is used to identify a plan, its sponsor, its plan number, and the reported filing period. A filing year is not a statement that the plan remains active today or that every feature shown in a filing applies to a particular participant.
A Form 5500 record does not by itself establish the terms of a divorce division. It does not substitute for the current plan document, amendments, summary plan description, benefit statement, QDRO procedures, or a written administrator response.
Cash-balance plans and QDROs: the general framework
A cash-balance plan is generally a defined-benefit plan that may express the promised benefit as a hypothetical account balance. The plan documents control how credits are calculated and how benefits are paid; those terms should not be assumed from the plan name alone.
A qualified domestic relations order is a domestic-relations order that meets applicable federal requirements and the plan’s procedures. Whether an order is qualified, and what benefit may be assigned, depends on the order, governing law, and the specific plan documents.
The documents that control
The divorce judgment or settlement may describe the intended division, but the plan administrator applies the plan’s written terms and QDRO procedures. A page about a named plan should not promise a particular division method, benefit form, timing, or survivor-benefit treatment without those materials.
The governing packet should be reviewed before final drafting: the current plan document and amendments, SPD, QDRO procedures, any model order, recent benefit statement, and the applicable domestic-relations order or judgment.
Documents to request before drafting
Request the current SPD, plan document and amendments, written QDRO procedures, any model order, the most recent benefit statement, and the latest available Form 5500. If the administrator or recordkeeper is known, request its written instructions for submitting a domestic-relations order.
Do not infer an administrator, recordkeeper, pay-credit formula, interest-credit formula, valuation date, payment option, fee, or review practice from a public profile page.
Documents to request
Current plan materials are needed to answer plan-specific questions that a Form 5500 filing cannot resolve.
- current SPD
- plan document and amendments
- written QDRO procedures
- any model order
- most recent benefit statement
- latest available Form 5500
- administrator submission instructions if known
About this filing record
Does the filing establish how this plan can be divided in a divorce?
No. The filing identifies a reported plan record, but the order and the plan’s current written documents and QDRO procedures control plan-specific treatment.
Do the reported participant and asset values show the current plan balance or current status?
No. They are filing-year values from the reviewed 2023 record and do not establish a current benefit statement, current asset value, or current status.
Sources and limitations
Plan-specific facts are constrained to the official 2023 EBSA/OPR research-file record identified by 260267673-334. For this approved record, TYPE3=2 and filer-reported code 1C agree. The EFAST2 link is the official filing location; review the filing image when source detail beyond the research-file fields is needed.
- The research file describes selected and OPR-edited 2023 filings; it is not a current EFAST inventory.
- TYPE3 may be based on OPR editing; the five records lacking filer-reported 1C are blocked from the approved manifest.
- Numeric missing values are publisher-converted to zero, so reported zero cannot be separated from missing.
- EIN/plan number is a filing identity key, but filing errors and sponsor changes can require document review.
- EFAST2 document URLs may return HTTP 403 to automated clients.
- Form 5500 data does not establish current status, administrator/recordkeeper, participant benefit, plan terms, QDRO procedure, model order, or division method.
Legal notice: General information only; not legal advice. Viewing this page or contacting the firm does not create an attorney-client relationship. No outcome, timing, or division method is promised. Review governing documents and obtain advice appropriate to the applicable jurisdiction. Representation begins only after written confirmation of scope and jurisdiction.