Other · DOL Form 5500 · 2022

Vista Community Clinic Retirement Plan

Data updated 2026-08-11

$27M
Total assets
828
Participants
81st
Percentile by assets
$32,662
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
828
covered participants
81st
percentile by assets (of 139,126 plans)
$32,662
avg assets per participant

Where Vista Community Clinic Tax Deferred Annuity Plan sits 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 $2,010,000,000 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 vs the 2022 asset distribution

By assets, Vista Community Clinic Tax Deferred Annuity Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$25M$30M$35M$40M$45M 202220232024 $27M $41.9M ▲ +54.8%
Total plan assets by year, all Vista Community Clinic plans on file
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

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 Clin…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Vista Community Clinic Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Vista Community Clinic Tax Deferred Annuity Plan by total assets, not by location.

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).

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Ways to act on Vista Community Clinic Tax Deferred Annuity Plan's numbers.