Other · DOL Form 5500 · 2023

The Trust for Hidden Villa Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
39th
Percentile by assets National rank
$140,807
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hidden Villa 403(b) Retirement Plan · Sponsored by The Trust for Hidden Villa · California · Healthcare & Social Assistance

$4M in assets, 26 participants

The Trust for Hidden Villa's Hidden Villa 403(b) Retirement Plan reported $4M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,220 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Hidden Villa 403(b) Retirement Plan pulled back noticeably 10.5% in 2023 ($4M → $4M) for 26 participants.

#7,220
in Healthcare & Social Assistance (17,684 peers)
-10.5%
assets change YoY

The plan reported a net loss of $429K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hidden Villa 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hidden Villa 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,660,986 39th percentile higher than 39% of 127,068 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 2023

Hidden Villa 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hidden Villa 403(b) Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hidden Villa 403(b) Retirement Plan reported net income rose from -$582K in the plan year 2022 filing to -$429K in the plan year 2023 filing.
  • Hidden Villa 403(b) Retirement Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hidden Villa 403(b) Retirement Plan reported participants rose from 25 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941539836 · The Trust for Hidden Villa PY 2023 · Other

Hidden Villa 403(b) Retirement Plan · $4M · 26 · 39th

  • PHOTO $4M
  • IND 26
  • EOY 39th
  • 5500 Other
  • ASSETS near Ccres 403(b) Plan
  • PCT ind #7220

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 →

Hidden Villa 403(b) Retirement Plan in the asset neighbourhood

Hidden Villa 403(b) Retirement PlanHidden Villa 403(b) Retireme…$4MCcres 403(b) Plan$4MEmployee Benefit Plan of United Community Action NetworkEmployee Benefit Plan of Uni…$4MThe Ywca of Western Massachusetts Retirement PlanThe Ywca of Western Massachu…$4MColorado Health Network, Inc. 403(b) PlanColorado Health Network, Inc…$4M
End-of-year total assets ($M) among Hidden Villa 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Trust for Hidden Villa years around the 2023 move

Sponsor-wide plan assets over time

All The Trust for Hidden Villa plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.04068657557182% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $4.09M $4.21M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 26 $4M
2024 1 30 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$429K
Employer EIN941539836
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Hidden Villa 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Hidden Villa 403(b) Retirement Plan, Total assets ($B): 0.003660986 · Participants: 26Hidden Villa 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Hidden Villa 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Hidden Villa 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ccres 403(b) Plan in PA ($4M); by covered participants it is Tax Deferred Annuity Plan of Dynamic Youth Community, Inc. in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hidden Villa 403(b) Retirement Plan assets move in 2023?
Hidden Villa 403(b) Retirement Plan pulled back noticeably - down 10.5% during 2023, from $4M to $4M. Reported net income was -$429K.
How have The Trust for Hidden Villa plan assets changed over time?
Across 3 plan years on file (2022-2024), The Trust for Hidden Villa's sponsor-wide assets grew 3.0%, from $4M to $4M.
Which Other plans are similar in size to Hidden Villa 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Ccres 403(b) Plan in PA ($4M, 1,388 participants).
Which Other plans cover a similar participant headcount to Hidden Villa 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Dynamic Youth Community, Inc. in NY (26 participants, $1M in assets).