401(k) · DOL Form 5500 · 2023
New Vista Health Services, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 308
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $9,268
- Avg per participant Low balance/head
Official DOL plan name: New Vista Health Services, LLC Retirement Savings Plan · Sponsored by New Vista Health Services, LLC · California · Healthcare & Social Assistance
$3M in assets, 308 participants
New Vista Health Services, LLC's New Vista Health Services, LLC Retirement Savings Plan reported $3M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,316 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
New Vista Health Services, LLC Retirement Savings Plan covers 308 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $3M.
- #6,316
- in Healthcare & Social Assistance (17,684 peers)
- +0.6%
- assets growth YoY
New Vista Health Services, LLC Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Vista Health Services, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,854,466 35th percentile higher than 35% 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
New Vista Health Services, LLC 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. New Vista Health Services, LLC Retirement Savings Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Vista Health Services, LLC Retirement Savings Plan reported net income rose from -$633K in the plan year 2022 filing to $16K in the plan year 2023 filing.
- New Vista Health Services, LLC Retirement Savings Plan reported participants rose from 270 in the plan year 2022 filing to 308 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 461622036 · New Vista Health Services, LLC PY 2023 · 401(k)
New Vista Health Services, LLC Retirement Savings Plan · $3M · 308 · 35th
- EIN $3M
- RANK 308
- PHOTO 35th
- IND 401(k)
- EOY near Afs 401(k) Plan
- 5500 ind #6316
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 →
New Vista Health Services, LLC Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $16K |
| Employer EIN | 461622036 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Vista Health Services, LLC)
Sponsor-wide plan assets over time
All New Vista Health Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.5697080219962963% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $3M |
| 2023 | 1 | 308 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
New Vista Health Services, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Afs 401(k) Plan in WA ($3M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Afs 401(k) Plan (WA) $3M · 41
- Diamond Auto 401(k) Plan (WI) $3M · 21
- Boro 401(k) Plan (TX) $3M · 203
- Front Range Law 401(k) Plan (MT) $3M · 11
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- Kemberton Healthcare Services 401(k) Plan (TN) 308 · 0 off
- Hentzen Coatings, Inc. 401(k) and Profit Sharing Plan (WI) 308 · 0 off
- Onsolve, LLC 401(k) Plan (FL) 308 · 0 off
- Sbera 401(k) Plan as Adopted by Bristol County Savings Bank (MA) 308 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.