Other · DOL Form 5500 · 2023
Visiting Nurse Association of the Inland Counties Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 37th
- Percentile by assets National rank
Official DOL plan name: Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties · Sponsored by Visiting Nurse Association of the Inland Counties · California · Healthcare & Social Assistance
$3M in assets, N/A participants
Visiting Nurse Association of the Inland Counties's Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties reported $3M in total assets and N/A 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.
- #6,763 in Healthcare & Social Assistance (17,684 peers)
Visiting Nurse Association of the Inland Counties multi-year trail
Visiting Nurse Association of the Inland Counties's plans moved -99.0% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties at $3M / N/A participants.
- #6,763
- in Healthcare & Social Assistance (17,684 peers)
- -23.0%
- assets change YoY
The plan reported a net loss of $972K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,253,886 37th percentile higher than 37% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties reported net income fell from -$794K in the plan year 2022 filing to -$972K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951641973 · Visiting Nurse Association of the Inland Counties PY 2023 · Other
Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties · $3M · N/A · 37th
- EOY $3M
- 5500 N/A
- ASSETS 37th
- PCT Other
- EIN near Link Associates Employer 403b Retirement Plan
- RANK ind #6763
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 →
Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties in the asset neighbourhood
Visiting Nurse Association of the Inland Counties multi-year asset trail
Sponsor-wide plan assets over time
All Visiting Nurse Association of the Inland Counties plans reported in each filing year
- Latest sponsor-wide plan assets
- $43K 98.98139695349025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $4M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | N/A | $43K |
Visiting Nurse Association of the Inland Counties filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$972K |
| Employer EIN | 951641973 |
| Plan Effective Date | 1976-07-01 |
| 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
Tax Deferred Annuity Plan of the Visiting Nurse Association of the Inland Counties's closest out-of-state Other peers by assets
Outside California, the nearest Other by end-of-year assets is Link Associates Employer 403b Retirement Plan in IA at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.