401(k) · DOL Form 5500 · 2022

Terra Vista Management, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
200
Participants Below avg headcount
62nd
Percentile by assets National rank
$43,117
Avg per participant Low balance/head
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Official DOL plan name: Terra Vista Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Terra Vista Management, Inc. · California · Real Estate

$9M in assets, 200 participants

Terra Vista Management, Inc.'s Terra Vista Management, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,926 in Real Estate (5,057 peers)

Coverage in California

Terra Vista Management, Inc. 401(k) Profit Sharing Plan covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,926
in Real Estate (5,057 peers)
-15.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terra Vista Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Terra Vista Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,623,468 Top 38% higher than 62% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Terra Vista Management, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terra Vista Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (200 participants).

Published 5500 schedule card

Filing strip 954489844 · Terra Vista Management, Inc. PY 2022 · 401(k)

Terra Vista Management, Inc. 401(k) Profit Sharing Plan · $9M · 200 · 62nd

  • EOY $9M
  • 5500 200
  • ASSETS 62nd
  • PCT 401(k)
  • EIN near Sentrics 401(k) Plan
  • RANK ind #3926

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Terra Vista Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Terra Vista Management, Inc. 401(k) Profit Sharing PlanTerra Vista Management, Inc.…$9MSentrics 401(k) Plan$9MVhv Company 401(k) Profit Sharing PlanVhv Company 401(k) Profit Sh…$9MGen4 Dental Partners 401(k) Retirement PlanGen4 Dental Partners 401(k) …$9MFamily & Nursing Care, Inc. 401(k) PlanFamily & Nursing Care, Inc. …$9M
End-of-year total assets ($M) among Terra Vista Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN954489844
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terra Vista Management, Inc.)

Sponsor-wide plan assets over time

All Terra Vista Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.60994161513674% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.62M $10.1M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 200 $9M
2023 1 189 $9M
2024 1 190 $10M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Terra Vista Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Terra Vista Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008623468 · Participants: 200Terra Vista Management, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Terra Vista Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Terra Vista Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Terra Vista Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sentrics 401(k) Plan in FL ($9M); by covered participants it is Blood Assurance, Inc. 401(k) Plan in TN (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Terra Vista Management, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Terra Vista Management, Inc. 401(k) Profit Sharing Plan declined sharply - down 15.7% during 2022, from $10M to $9M. Reported net income was -$2M.
How have Terra Vista Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terra Vista Management, Inc.'s sponsor-wide assets grew 16.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Terra Vista Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sentrics 401(k) Plan in FL ($9M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Terra Vista Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blood Assurance, Inc. 401(k) Plan in TN (200 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954489844.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.