Other · DOL Form 5500 · 2023
Clinica Sierra Vista Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 1,248
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $59,194
- Avg per participant Low balance/head
Official DOL plan name: Clinica Sierra Vista Retirement Plan · Sponsored by Clinica Sierra Vista · California · Healthcare & Social Assistance
$74M in assets, 1,248 participants
Clinica Sierra Vista's Clinica Sierra Vista Retirement Plan reported $74M in total assets and 1,248 participants in its 2023 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.
- #16,023 in Healthcare & Social Assistance (17,684 peers)
Where Clinica Sierra Vista Retirement Plan sits by assets
Clinica Sierra Vista Retirement Plan sits in the top quartile of all filed plans by assets, $74M for 1,248 participants (~$59,194/participant), up 24.2% in 2023.
- #16,023
- in Healthcare & Social Assistance (17,684 peers)
- +24.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Clinica Sierra Vista Retirement Plan's outsized position by total assets
Clinica Sierra Vista Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,873,725 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Clinica Sierra Vista Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clinica Sierra Vista Retirement Plan lands in the large band (1,248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clinica Sierra Vista Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Clinica Sierra Vista Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Clinica Sierra Vista Retirement Plan reported participants fell from 1,263 in the plan year 2022 filing to 1,248 in the plan year 2023 filing.
DOL schedule card
Filing strip 952707101 · Clinica Sierra Vista PY 2023 · Other
Clinica Sierra Vista Retirement Plan · $74M · 1,248 · 89th
- NET $74M
- NET 1,248
- NET 89th
- NET Other
- NET near Paideia School Retirement Plan
- NET ind #16023
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 →
Clinica Sierra Vista Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $14M |
| Employer EIN | 952707101 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clinica Sierra Vista)
Sponsor-wide plan assets over time
All Clinica Sierra Vista plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 44.47823219076122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,263 | $59M |
| 2023 | 1 | 1,248 | $74M |
| 2024 | 1 | 1,586 | $86M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Clinica Sierra Vista Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Paideia School Retirement Plan in GA ($74M); by covered participants it is Community Hospital 403(b) Plan in CO (1,251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Paideia School Retirement Plan (GA) $74M · 214
- Woodberry Forest School Defined Contribution Retirement Plan (VA) $74M · 258
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan (MA) $74M · 716
- Allen-Stevenson School Defined Contribution Retirement Plan (NY) $74M · 115
Similar participant headcount
Nearest other-state filings by covered participants (1,248 participants); asset peers above are excluded.
- Community Hospital 403(b) Plan (CO) 1,251 · 3 off
- Acmc System Savings Investment Plan (OH) 1,244 · 4 off
- Shore Health System, Inc. 401(k) Plan (MD) 1,243 · 5 off
- American Baptist Homes of the Midwest Tda Plan (MN) 1,254 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.