Other · DOL Form 5500 · 2023
Viewpoint Educational Foundation Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 298
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $225,640
- Avg per participant Above avg balance/head
Official DOL plan name: Viewpoint Educational Foundation 403(b) · Sponsored by Viewpoint Educational Foundation · California · Educational Services
$67M in assets, 298 participants
Viewpoint Educational Foundation's Viewpoint Educational Foundation 403(b) reported $67M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,953 in Educational Services (3,735 peers)
Coverage in California
Viewpoint Educational Foundation 403(b) covers 298 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $67M.
- #2,953
- in Educational Services (3,735 peers)
- +17.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Viewpoint Educational Foundation 403(b)'s outsized position by total assets
Viewpoint Educational Foundation 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,240,811 Top 12% higher than 88% 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
Viewpoint Educational Foundation 403(b) 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. Viewpoint Educational Foundation 403(b) sits mid-pack in the medium band (298 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Viewpoint Educational Foundation 403(b) reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Viewpoint Educational Foundation 403(b) end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 952242261 · Viewpoint Educational Foundation PY 2023 · Other
Viewpoint Educational Foundation 403(b) · $67M · 298 · 88th
- BOY $67M
- BOY 298
- BOY 88th
- BOY Other
- BOY near Trevor Day School Retirement and Savings Plan
- BOY ind #2953
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 Educational Services retirement plans → · Plans in California →
Viewpoint Educational Foundation 403(b) in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $10M |
| Employer EIN | 952242261 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Viewpoint Educational Foundation)
Sponsor-wide plan assets over time
All Viewpoint Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 30.916556256778122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $57M |
| 2023 | 1 | 298 | $67M |
| 2024 | 1 | 305 | $75M |
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
Viewpoint Educational Foundation 403(b)'s out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Trevor Day School Retirement and Savings Plan in NY ($67M); by covered participants it is Georgian Court University Retirement Plan in NJ (298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.
- Georgian Court University Retirement Plan (NJ) 298 · 0 off
- Raices 403b Plan (TX) 298 · 0 off
- Dordt University Defined Contribution Retirement Plan (IA) 298 · 0 off
- Austin College Tax-Deferred Annuity Plan (TX) 298 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.