Other · DOL Form 5500 · 2023

Vista Maria, a Michigan Nonprofit Corporation Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
301
Participants Below avg headcount
37th
Percentile by assets National rank
$10,682
Avg per participant Low balance/head
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Official DOL plan name: Vista Maria 403(b) Retirement Plan · Sponsored by Vista Maria, a Michigan Nonprofit Corporation · Michigan · Healthcare & Social Assistance

$3M in assets, 301 participants

Vista Maria, a Michigan Nonprofit Corporation's Vista Maria 403(b) Retirement Plan reported $3M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,720 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Vista Maria 403(b) Retirement Plan covers 301 participants in Michigan, about 47% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#6,720
in Healthcare & Social Assistance (17,684 peers)
+8.0%
assets growth YoY

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

Vista Maria 403(b) Retirement Plan vs every filed plan by assets

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

$3,215,372 37th percentile higher than 37% 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

Vista Maria 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vista Maria 403(b) Retirement Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vista Maria 403(b) Retirement Plan reported net income rose from $24K in the plan year 2022 filing to $238K in the plan year 2023 filing.
  • Vista Maria 403(b) Retirement Plan reported participants rose from 255 in the plan year 2022 filing to 301 in the plan year 2023 filing.
  • Vista Maria 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381359262 · Vista Maria, a Michigan Nonprofit Corporation PY 2023 · Other

Vista Maria 403(b) Retirement Plan · $3M · 301 · 37th

  • EOY $3M
  • 5500 301
  • ASSETS 37th
  • PCT Other
  • EIN near The Consortium 403(b) Plan
  • RANK ind #6720

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 Michigan →

Vista Maria 403(b) Retirement Plan in the asset neighbourhood

Vista Maria 403(b) Retirement PlanVista Maria 403(b) Retiremen…$3MThe Consortium 403(b) Plan$3MSharon S. Richardson Community Hospice 403(b) PlanSharon S. Richardson Communi…$3MAffiliated Home Health Services Inc. Employees' Retirement Plan and TrustAffiliated Home Health Servi…$3MKlamath Family Head Start 403(b) PlanKlamath Family Head Start 40…$3M
End-of-year total assets ($M) among Vista Maria 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$238K
Employer EIN381359262
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Maria, a Michigan Nonprofit Corporation)

Sponsor-wide plan assets over time

All Vista Maria, a Michigan Nonprofit Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.925706006051698% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.98M $3.48M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 255 $3M
2023 1 301 $3M
2024 1 338 $3M

Nearby Other Plans in Michigan

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

Vista Maria 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Vista Maria 403(b) Retirement Plan, Total assets ($B): 0.003215372 · Participants: 301Vista Maria 403(b) Retirement PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
Vista Maria 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest Other by assets is The Consortium 403(b) Plan in PA ($3M); by covered participants it is Zoo Atlanta Retirement Savings Plan in GA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Vista Maria 403(b) Retirement Plan assets move in 2023?
Vista Maria 403(b) Retirement Plan grew at a solid clip - up 8.0% during 2023, from $3M to $3M. Reported net income was $238K.
How have Vista Maria, a Michigan Nonprofit Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Vista Maria, a Michigan Nonprofit Corporation's sponsor-wide assets grew 16.9%, from $3M to $3M.
Which Other plans are similar in size to Vista Maria 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is The Consortium 403(b) Plan in PA ($3M, 219 participants).
Which Other plans cover a similar participant headcount to Vista Maria 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Zoo Atlanta Retirement Savings Plan in GA (301 participants, $10M in assets).