Other · DOL Form 5500 · 2022
Villa Esperanza Services Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 305
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $16,886
- Avg per participant Low balance/head
Official DOL plan name: Villa Esperanza 403(b) Retirement Savings Plan · Sponsored by Villa Esperanza Services · California · Healthcare & Social Assistance
$5M in assets, 305 participants
Villa Esperanza Services's Villa Esperanza 403(b) Retirement Savings Plan reported $5M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #11,409 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Villa Esperanza 403(b) Retirement Savings Plan covers 305 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $5M.
- #11,409
- in Healthcare & Social Assistance (20,060 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $910K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Villa Esperanza 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Villa Esperanza 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,150,284 Top 49% higher than 51% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Villa Esperanza 403(b) Retirement Savings 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. Villa Esperanza 403(b) Retirement Savings Plan sits mid-pack in the medium band (305 participants).
Form 5500 schedule snapshot
Filing strip 952148860 · Villa Esperanza Services PY 2022 · Other
Villa Esperanza 403(b) Retirement Savings Plan · $5M · 305 · 51st
- VS-ST $5M
- BOY 305
- SCH 51st
- EBSA Other
- PART near Morton Comprehensive Health Services 403(b) Retirement Plan
- TYPE ind #11409
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Villa Esperanza 403(b) Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$910K |
| Employer EIN | 952148860 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Villa Esperanza Services)
Sponsor-wide plan assets over time
All Villa Esperanza Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 47.801014468328354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $5M |
| 2023 | 1 | 330 | $6M |
| 2024 | 1 | 312 | $8M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Villa Esperanza 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Morton Comprehensive Health Services 403(b) Retirement Plan in OK ($5M); by covered participants it is Hostelling International USA Retirement Plan in MD (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.
- Hostelling International USA Retirement Plan (MD) 305 · 0 off
- The Hill at Whitemarsh 403(b) Retirement Plan (PA) 305 · 0 off
- The Berkeley Carroll School Retirement Plan (NY) 305 · 0 off
- Cambridge University Press Tax Deferred Annuity Plan (NY) 305 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.