Other · DOL Form 5500 · 2022

Sierra Vista Child and Family Services Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
213
Participants Below avg headcount
65th
Percentile by assets National rank
$48,339
Avg per participant Low balance/head
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Official DOL plan name: Sierra Vista Employee Retirement Plan · Sponsored by Sierra Vista Child and Family Services · California · Healthcare & Social Assistance

$10M in assets, 213 participants

Sierra Vista Child and Family Services's Sierra Vista Employee Retirement Plan reported $10M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,211 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Sierra Vista Employee Retirement Plan covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $10M.

#14,211
in Healthcare & Social Assistance (20,060 peers)
-8.5%
assets change YoY

The plan reported a net loss of $955K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sierra Vista Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sierra Vista Employee Retirement Plan vs every filed plan by assets

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

$10,296,126 Top 35% higher than 65% 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

Sierra Vista Employee Retirement 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. Sierra Vista Employee Retirement Plan sits mid-pack in the medium band (213 participants).

Plan-year Form 5500 strip

Filing strip 942158023 · Sierra Vista Child and Family Services PY 2022 · Other

Sierra Vista Employee Retirement Plan · $10M · 213 · 65th

  • PART $10M
  • PART 213
  • PART 65th
  • PART Other
  • PART near Southminster Retirement Plan
  • PART ind #14211

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 →

Sierra Vista Employee Retirement Plan in the asset neighbourhood

Cheverus High School Lay Employee 403(b) Pension PlanCheverus High School Lay Emp…$10MSierra Vista Employee Retirement PlanSierra Vista Employee Retire…$10MSouthminster Retirement Plan$10MSt. John's Country Day School 403(b) PlanSt. John's Country Day Schoo…$10MMeridian Behavioral Healthcare, Inc. 403(b) PlanMeridian Behavioral Healthca…$10M
End-of-year total assets ($M) among Sierra Vista Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$955K
Employer EIN942158023
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Vista Child and Family Services)

Sponsor-wide plan assets over time

All Sierra Vista Child and Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.67197274003834% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $13.9M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 213 $10M
2023 1 263 $12M
2024 1 257 $14M

Nearby Other Plans in California

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

Sierra Vista Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Sierra Vista Employee Retirement Plan, Total assets ($B): 0.010296126 · Participants: 213Sierra Vista Employee Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Sierra Vista Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants

Sierra Vista Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Southminster Retirement Plan in NC ($10M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Sierra Vista Employee Retirement Plan assets move in 2022?
Sierra Vista Employee Retirement Plan pulled back noticeably - down 8.5% during 2022, from $11M to $10M. Reported net income was -$955K.
How have Sierra Vista Child and Family Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Sierra Vista Child and Family Services's sponsor-wide assets grew 34.7%, from $10M to $14M.
Which Other plans are similar in size to Sierra Vista Employee Retirement Plan?
Among Other plans in other states, the closest by assets is Southminster Retirement Plan in NC ($10M, 361 participants).
Which Other plans cover a similar participant headcount to Sierra Vista Employee Retirement Plan?
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants, $11M in assets).