Profit Sharing · DOL Form 5500 · 2023

Mar Vista Farm + Cottages Profit Sharing Plan

Data updated 2026-08-25

$425K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$84,929
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mar Vista Farm + Cottages Retirement Plan · Sponsored by Mar Vista Farm + Cottages · California · Food Services & Accommodation

$425K in assets, 5 participants

Mar Vista Farm + Cottages's Mar Vista Farm + Cottages Retirement Plan reported $425K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,684 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mar Vista Farm + Cottages Retirement Plan ranks #1,684 of 3,828 2023 filers by assets (4607% of the sector average)-$425K for 5 participants.

#1,684
in Food Services & Accommodation (3,828 peers)
-3.7%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mar Vista Farm + Cottages Retirement Plan among the smaller filed plans by assets

Mar Vista Farm + Cottages Retirement Plan vs every filed plan by assets

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

$424,645 17th percentile higher than 17% 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

Mar Vista Farm + Cottages Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mar Vista Farm + Cottages Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mar Vista Farm + Cottages Retirement Plan reported net income rose from -$83K in the plan year 2022 filing to -$17K in the plan year 2023 filing.
  • Mar Vista Farm + Cottages Retirement Plan end-of-year assets fell from $441K in the plan year 2022 filing to $425K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 845095610 · Mar Vista Farm + Cottages PY 2023 · Profit Sharing

Mar Vista Farm + Cottages Retirement Plan · $425K · 5 · 17th

  • 5500 $425K
  • ASSETS 5
  • PCT 17th
  • EIN Profit Sharing
  • RANK near Buscher Bros. Corporation Profit Sharing Plan
  • PHOTO ind #1684

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 Food Services & Accommodation retirement plans → · Plans in California →

Mar Vista Farm + Cottages Retirement Plan in the asset neighbourhood

Jenjoc Enterprises Inc. Retirement PlanJenjoc Enterprises Inc. Reti…$425KMar Vista Farm + Cottages Retirement PlanMar Vista Farm + Cottages Re…$425KBuscher Bros. Corporation Profit Sharing PlanBuscher Bros. Corporation Pr…$425KTcl Ventures, Inc. Retirement PlanTcl Ventures, Inc. Retiremen…$425KPools' Gurus, Inc. Retirement PlanPools' Gurus, Inc. Retiremen…$424K
End-of-year total assets ($M) among Mar Vista Farm + Cottages Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$441K
Net Assets (End of Year)$425K
Net Income-$17K
Employer EIN845095610
Plan Effective Date2020-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Mar Vista Farm + Cottages)

Sponsor-wide plan assets over time

All Mar Vista Farm + Cottages plans reported in each filing year

Latest sponsor-wide plan assets
$367K 16.834030746632695% vs 2022
2024 filing year
$0.35M$0.4M$0.45M 202220232024 $0.44M $0.37M ▼ -15.9%
Year Plans Participants Total Assets
2022 1 5 $441K
2023 1 5 $425K
2024 1 6 $367K

Nearby Profit Sharing Plans in California

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

Mar Vista Farm + Cottages Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Mar Vista Farm + Cottages Retirement Plan, Total assets ($B): 0.000424645 · Participants: 5Mar Vista Farm + Cottages Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Mar Vista Farm + Cottages Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Mar Vista Farm + Cottages Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Buscher Bros. Corporation Profit Sharing Plan in IA ($425K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($425K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mar Vista Farm + Cottages Retirement Plan assets move in 2023?
Mar Vista Farm + Cottages Retirement Plan edged down modestly - down 3.7% during 2023, from $441K to $425K. Reported net income was -$17K.
How have Mar Vista Farm + Cottages plan assets changed over time?
Across 3 plan years on file (2022-2024), Mar Vista Farm + Cottages's sponsor-wide assets declined 16.8%, from $441K to $367K.
Where does Mar Vista Farm + Cottages Retirement Plan rank by assets among Form 5500 filers?
Mar Vista Farm + Cottages Retirement Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mar Vista Farm + Cottages Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Buscher Bros. Corporation Profit Sharing Plan in IA ($425K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Mar Vista Farm + Cottages Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).