Other · DOL Form 5500 · 2022
Viewpoint Educational Foundation Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $193,918
- Avg per participant Above avg balance/head
Official DOL plan name: Viewpoint Educational Foundation 403(b) · Sponsored by Viewpoint Educational Foundation · California · Educational Services
$57M in assets, 296 participants
Viewpoint Educational Foundation's Viewpoint Educational Foundation 403(b) reported $57M in total assets and 296 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.
- #3,210 in Educational Services (4,024 peers)
Coverage in California
Viewpoint Educational Foundation 403(b) covers 296 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $57M.
- #3,210
- in Educational Services (4,024 peers)
- -14.8%
- 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.
Viewpoint Educational Foundation 403(b)'s outsized position by total assets
Viewpoint Educational Foundation 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,399,750 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
Viewpoint Educational Foundation 403(b) 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. Viewpoint Educational Foundation 403(b) sits mid-pack in the medium band (296 participants).
EBSA filing schedule strip
Filing strip 952242261 · Viewpoint Educational Foundation PY 2022 · Other
Viewpoint Educational Foundation 403(b) · $57M · 296 · 89th
- SCH $57M
- SCH 296
- SCH 89th
- SCH Other
- SCH near University of St. Thomas 403(b) Retirement Plan
- SCH ind #3210
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 Educational Services retirement plans → · Plans in California →
Viewpoint Educational Foundation 403(b) in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$10M |
| Employer EIN | 952242261 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Viewpoint Educational Foundation)
Sponsor-wide plan assets over time
All Viewpoint Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 30.916556256778122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $57M |
| 2023 | 1 | 298 | $67M |
| 2024 | 1 | 305 | $75M |
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
Viewpoint Educational Foundation 403(b)'s out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University of St. Thomas 403(b) Retirement Plan in TX ($57M); by covered participants it is Germantown Academy Defined Contribution Plan in PA (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Germantown Academy Defined Contribution Plan (PA) 296 · 0 off
- 403(b) Thrift Plan of Chiricahua Community Health Centers, Inc. (AZ) 296 · 0 off
- Clarity Child Guidance Center 403b Plan (TX) 297 · 1 off
- 403(b) Thrift Plan of Carestl Health (MO) 297 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.