Other · DOL Form 5500 · 2022
New Vistas Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $169,105
- Avg per participant Above avg balance/head
Official DOL plan name: New Vistas 403(b) Plan · Sponsored by New Vistas · New Mexico · Healthcare & Social Assistance
$1M in assets, 8 participants
New Vistas's New Vistas 403(b) Plan reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,395 in Healthcare & Social Assistance (20,060 peers)
New Vistas multi-year trail
New Vistas's plans moved +18.8% in assets from 2022 to 2024; this filing shows New Vistas 403(b) Plan at $1M / 8 participants.
- #5,395
- in Healthcare & Social Assistance (20,060 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Vistas 403(b) Plan among the smaller filed plans by assets
New Vistas 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,352,843 28th percentile higher than 28% 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
New Vistas 403(b) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Vistas 403(b) Plan is a micro filing (8 participants), the leftmost band.
Published 5500 schedule card
Filing strip 850216702 · New Vistas PY 2022 · Other
New Vistas 403(b) Plan · $1M · 8 · 28th
- EIN $1M
- EIN 8
- EIN 28th
- EIN Other
- EIN near 403(b) Thrift Plan of Economic Opportunities Council of Indian River County, Inc.
- EIN ind #5395
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 New Mexico →
New Vistas 403(b) Plan in the asset neighbourhood
New Vistas multi-year asset trail
Sponsor-wide plan assets over time
All New Vistas plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 18.801812183675416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 9 | $2M |
New Vistas filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$94K |
| Employer EIN | 850216702 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $729M · 11,300
- San Juan Regional Medical Center 403(b) Plan $119M · 1,835
- Lovelace Biomedical Research Institute Tda and DC Plan $99M · 389
- Albuquerque Academy Retirement Plan $74M · 267
- First Choice Community Healthcare 403(b) Plan $27M · 473
New Vistas 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is 403(b) Thrift Plan of Economic Opportunities Council of Indian River County, Inc. in FL ($1M); by covered participants it is Thrift Plan for Employees of Second Wind Dreams, Inc. in GA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.