Money Purchase · DOL Form 5500 · 2022

Vista Hill Foundation Money Purchase Plan

Data updated 2026-08-11

$14M
Total assets
437
Participants
71st
Percentile by assets
$31,959
Avg per participant
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Official DOL plan name: Vista Hill Foundation Money Purchase Pension Plan · Sponsored by Vista Hill Foundation · California · Healthcare & Social Assistance

$14M in assets, 437 participants

Vista Hill Foundation's Vista Hill Foundation Money Purchase Pension Plan reported $14M in total assets and 437 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 139,126 plans)
  • #15,236 in Healthcare & Social Assistance (20,060 peers)

Vista Hill Foundation multi-year trail

Vista Hill Foundation's plans moved +21.1% in assets from 2022 to 2024; this filing shows Vista Hill Foundation Money Purchase Pension Plan at $14M / 437 participants.

$14M
total plan assets (2022 EOY)
437
covered participants
71st
percentile by assets (of 139,126 plans)
$31,959
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vista Hill Foundation across 3 plan years on file

Across the 3 plan years Vista Hill Foundation has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $17M, a gain of 21.1%, while reported participants moved from 437 to 452 (+3.4%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($14M).

Vista Hill Foundation multi-year asset trail

$13M$14M$15M$16M$17M$18M 202220232024 $14M $16.9M ▲ +21.0%
Total plan assets by year, all Vista Hill Foundation plans on file
Year Plans Participants Total Assets
2022 1 437 $14M
2023 1 419 $14M
2024 1 452 $17M

Vista Hill Foundation filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN951944230
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Vista Hill Foundation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Vista Hill Foundation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Vista Hill Foundatio…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Vista Hill Foundation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Vista Hill Foundation Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Vista Hill Foundation Money Purchase Pension Plan assets move in 2022?
Vista Hill Foundation Money Purchase Pension Plan pulled back noticeably - down 7.1% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Vista Hill Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Vista Hill Foundation's sponsor-wide assets grew 21.1%, from $14M to $17M.
Which Money Purchase plans are similar in size to Vista Hill Foundation Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is N.T.E.U. Money Purchase Plan in DC ($14M, 122 participants).

Next read for Vista Hill Foundation Money Purchase Pen…

Multi-year trail

Ways to act on Vista Hill Foundation Money Purchase Pension Plan's numbers.