Other · DOL Form 5500 · 2023
Villa Esperanza Services Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 330
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $19,633
- Avg per participant Low balance/head
Official DOL plan name: Villa Esperanza 403(b) Retirement Savings Plan · Sponsored by Villa Esperanza Services · California · Healthcare & Social Assistance
$6M in assets, 330 participants
Villa Esperanza Services's Villa Esperanza 403(b) Retirement Savings Plan reported $6M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,649 in Healthcare & Social Assistance (17,684 peers)
Villa Esperanza Services multi-year trail
Villa Esperanza Services's plans moved +47.8% in assets from 2022 to 2024; this filing shows Villa Esperanza 403(b) Retirement Savings Plan at $6M / 330 participants.
- #9,649
- in Healthcare & Social Assistance (17,684 peers)
- +25.8%
- assets growth YoY
Villa Esperanza 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Villa Esperanza 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,478,971 49th percentile higher than 49% 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
Villa Esperanza 403(b) Retirement Savings 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. Villa Esperanza 403(b) Retirement Savings Plan sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Villa Esperanza 403(b) Retirement Savings Plan reported net income rose from -$910K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Villa Esperanza 403(b) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Villa Esperanza 403(b) Retirement Savings Plan reported participants rose from 305 in the plan year 2022 filing to 330 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952148860 · Villa Esperanza Services PY 2023 · Other
Villa Esperanza 403(b) Retirement Savings Plan · $6M · 330 · 49th
- EOY $6M
- EOY 330
- EOY 49th
- EOY Other
- EOY near Georgia Highlands Medical Services, Inc 403(b) Retirement Plan
- EOY ind #9649
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 →
Villa Esperanza 403(b) Retirement Savings Plan in the asset neighbourhood
Villa Esperanza Services multi-year asset trail
Sponsor-wide plan assets over time
All Villa Esperanza Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 47.801014468328354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $5M |
| 2023 | 1 | 330 | $6M |
| 2024 | 1 | 312 | $8M |
Villa Esperanza Services filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 952148860 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Villa Esperanza 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Georgia Highlands Medical Services, Inc 403(b) Retirement Plan in GA ($6M); by covered participants it is Advanced Technology International 403(b) Retirement Plan in SC (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 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.