Other · DOL Form 5500 · 2022
Clinica Sierra Vista Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 1,263
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $47,081
- Avg per participant Low balance/head
Official DOL plan name: Clinica Sierra Vista Retirement Plan · Sponsored by Clinica Sierra Vista · California · Healthcare & Social Assistance
$59M in assets, 1,263 participants
Clinica Sierra Vista's Clinica Sierra Vista Retirement Plan reported $59M in total assets and 1,263 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #18,244 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Clinica Sierra Vista Retirement Plan covers 1,263 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $59M.
- #18,244
- in Healthcare & Social Assistance (20,060 peers)
- -14.3%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Clinica Sierra Vista Retirement Plan's outsized position by total assets
Clinica Sierra Vista Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$59,463,701 Top 11% higher than 89% 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
Clinica Sierra Vista Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clinica Sierra Vista Retirement Plan lands in the large band (1,263 participants).
Published 5500 schedule card
Filing strip 952707101 · Clinica Sierra Vista PY 2022 · Other
Clinica Sierra Vista Retirement Plan · $59M · 1,263 · 89th
- 5500 $59M
- 5500 1,263
- 5500 89th
- 5500 Other
- 5500 near University of Dubuque Employees' 403(b) Plan
- 5500 ind #18244
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 →
Clinica Sierra Vista Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | -$10M |
| Employer EIN | 952707101 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clinica Sierra Vista)
Sponsor-wide plan assets over time
All Clinica Sierra Vista plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 44.47823219076122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,263 | $59M |
| 2023 | 1 | 1,248 | $74M |
| 2024 | 1 | 1,586 | $86M |
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
Clinica Sierra Vista Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University of Dubuque Employees' 403(b) Plan in IA ($59M); by covered participants it is Howard Center Tax Deferred Annuity Plan in VT (1,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- University of Dubuque Employees' 403(b) Plan (IA) $59M · 508
- Hanover College 403(b) Retirement Plan (IN) $59M · 283
- Delaware Valley University DC Plan (PA) $60M · 295
- Seton Hill University 403(b) Plan (PA) $60M · 331
Similar participant headcount
Nearest other-state filings by covered participants (1,263 participants); asset peers above are excluded.
- Howard Center Tax Deferred Annuity Plan (VT) 1,265 · 2 off
- Oaklawn Tax Sheltered Annuity Plan (MI) 1,265 · 2 off
- Olean General Hospital Savings Incentive Plan (NY) 1,257 · 6 off
- Lutheran Seniorlife Employees' Retirement Savings Plan (PA) 1,256 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.