Other · DOL Form 5500 · 2023

Mountain Vista Health Park Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
163
Participants Small participant base
25th
Percentile by assets National rank
$7,316
Avg per participant Low balance/head
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Official DOL plan name: Mountain Vista Health Park Pension and Savings 403(b) Plan · Sponsored by Mountain Vista Health Park · North Carolina · Healthcare & Social Assistance

$1M in assets, 163 participants

Mountain Vista Health Park's Mountain Vista Health Park Pension and Savings 403(b) Plan reported $1M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,776 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Mountain Vista Health Park Pension and Savings 403(b) Plan covers 163 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#3,776
in Healthcare & Social Assistance (17,684 peers)
+13.1%
assets growth YoY

Mountain Vista Health Park Pension and Savings 403(b) Plan among the smaller filed plans by assets

Mountain Vista Health Park Pension and Savings 403(b) Plan vs every filed plan by assets

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

$1,192,588 25th percentile higher than 25% 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

Mountain Vista Health Park Pension and Savings 403(b) 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. Mountain Vista Health Park Pension and Savings 403(b) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountain Vista Health Park Pension and Savings 403(b) Plan reported net income rose from -$409K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Mountain Vista Health Park Pension and Savings 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mountain Vista Health Park Pension and Savings 403(b) Plan reported participants rose from 151 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561255030 · Mountain Vista Health Park PY 2023 · Other

Mountain Vista Health Park Pension and Savings 403(b) Plan · $1M · 163 · 25th

  • BOY $1M
  • SCH 163
  • EBSA 25th
  • PART Other
  • TYPE near Ocab, Inc. Community Action Agency Tsa Plan
  • NET ind #3776

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 North Carolina →

Mountain Vista Health Park Pension and Savings 403(b) Plan in the asset neighbourhood

Ocab, Inc. Community Action Agency Tsa PlanOcab, Inc. Community Action …$1M403(b) Thrift Plan of Catholic Charities - Diocese of Toledo403(b) Thrift Plan of Cathol…$1MMountain Vista Health Park Pension and Savings 403(b) PlanMountain Vista Health Park P…$1MGordon Management Co., Inc. Profit Sharing Plan and TrustGordon Management Co., Inc. …$1MLmbhr-II, LLC Solo 401-K$1M
End-of-year total assets ($M) among Mountain Vista Health Park Pension and Savings 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$138K
Employer EIN561255030
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain Vista Health Park)

Sponsor-wide plan assets over time

All Mountain Vista Health Park plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.67731316607818% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.05M $1.31M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 151 $1M
2023 1 163 $1M
2024 1 164 $1M

Nearby Other Plans in North Carolina

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

Mountain Vista Health Park Pension and Savings 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Mountain Vista Health Park Pension and Savings 403(b) Plan, Total assets ($B): 0.001192588 · Participants: 163Mountain Vista Health Park Pension and Savings 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Mountain Vista Health Park Pension and Savings 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Mountain Vista Health Park Pension and Savings 403(b) Plan side-by-side with 3 peers →

Mountain Vista Health Park Pension and Savings 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Ocab, Inc. Community Action Agency Tsa Plan in SC ($1M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Mountain Vista Health Park Pension and Savings 403(b) Plan assets move in 2023? ▼
Mountain Vista Health Park Pension and Savings 403(b) Plan grew at a solid clip - up 13.1% during 2023, from $1M to $1M. Reported net income was $138K.
How have Mountain Vista Health Park plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Vista Health Park's sponsor-wide assets grew 24.7%, from $1M to $1M.
Where does Mountain Vista Health Park Pension and Savings 403(b) Plan rank by assets among Form 5500 filers? ▼
Mountain Vista Health Park Pension and Savings 403(b) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Mountain Vista Health Park Pension and Savings 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Ocab, Inc. Community Action Agency Tsa Plan in SC ($1M, 115 participants).
Which Other plans cover a similar participant headcount to Mountain Vista Health Park Pension and Savings 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561255030.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.