Other · DOL Form 5500 · 2022

Vista Community Clinic Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
828
Participants Near avg headcount
81st
Percentile by assets National rank
$32,662
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vista Community Clinic Tax Deferred Annuity Plan · Sponsored by Vista Community Clinic · California · Healthcare & Social Assistance

$27M in assets, 828 participants

Vista Community Clinic's Vista Community Clinic Tax Deferred Annuity Plan reported $27M in total assets and 828 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,909 in Healthcare & Social Assistance (20,060 peers)

Where Vista Community Clinic Tax Deferred Annuity Plan sits by assets

Vista Community Clinic Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 828 participants (~$32,662/participant), up 23.8% in 2022.

#16,909
in Healthcare & Social Assistance (20,060 peers)
+23.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vista Community Clinic Tax Deferred Annuity Plan's outsized position by total assets

Vista Community Clinic Tax Deferred Annuity Plan vs every filed plan by assets

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

$27,044,506 Top 19% higher than 81% 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

Vista Community Clinic Tax Deferred Annuity 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. Vista Community Clinic Tax Deferred Annuity Plan sits mid-pack in the medium band (828 participants).

Plan-year Form 5500 strip

Filing strip 952815615 · Vista Community Clinic PY 2022 · Other

Vista Community Clinic Tax Deferred Annuity Plan · $27M · 828 · 81st

  • BOY $27M
  • SCH 828
  • EBSA 81st
  • PART Other
  • TYPE near The New Foundations Retirement Plan
  • NET ind #16909

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 →

Vista Community Clinic Tax Deferred Annuity Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Guthrie Theater Foundation403(b) Thrift Plan for Emplo…$27MVista Community Clinic Tax Deferred Annuity PlanVista Community Clinic Tax D…$27MThe New Foundations Retirement PlanThe New Foundations Retireme…$27MTrinity School 403(b) Plan$27MHenry Street Settlement 403(b) Retirement Savings PlanHenry Street Settlement 403(…$27M
End-of-year total assets ($M) among Vista Community Clinic Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN952815615
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Community Clinic)

Sponsor-wide plan assets over time

All Vista Community Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$42M 54.836934348144496% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27M $41.9M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 828 $27M
2023 1 871 $35M
2024 1 927 $42M

Nearby Other Plans in California

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

Vista Community Clinic Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Vista Community Clinic Tax Deferred Annuity Plan, Total assets ($B): 0.027044506 · Participants: 828Vista Community Clinic Tax Deferred Annuity 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
Vista Community Clinic Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Vista Community Clinic Tax Deferred Annuity Plan side-by-side with 3 peers →

Vista Community Clinic Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The New Foundations Retirement Plan in GA ($27M); by covered participants it is Tax Deferred Annuity Plan of Ny Medical College in NY (828 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (828 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 Vista Community Clinic Tax Deferred Annuity Plan assets move in 2022? ▼
Vista Community Clinic Tax Deferred Annuity Plan grew sharply - up 23.8% during 2022, from $22M to $27M. Reported net income was $5M.
How have Vista Community Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Community Clinic's sponsor-wide assets grew 54.8%, from $27M to $42M.
Where does Vista Community Clinic Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Vista Community Clinic Tax Deferred Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Vista Community Clinic Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The New Foundations Retirement Plan in GA ($27M, 101 participants).
Which Other plans cover a similar participant headcount to Vista Community Clinic Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Ny Medical College in NY (828 participants, $649M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952815615.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.