401(k)
2023 plan-year 401(k) DOL Form 5500

New Vista Health Services, LLC Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New Vista Health Services, LLC · California · Healthcare & Social Assistance

What the 2023 filing shows

New Vista Health Services, LLC Retirement Savings Plan holds $3M for 308 participants — about $9,268 per participant, up 0.6% over the 2023 plan year.

$3M
total plan assets (2023 EOY)
308
covered participants
$9,268
avg assets per participant
+0.6%
assets growth YoY
Total Assets (2023)
$3M
Participants
308
State
Industry
Healthcare & Social Assistance

What the Filing Says About New Vista Health Services, LLC Retirement Savings Plan

New Vista Health Services, LLC Retirement Savings Plan is a 401(k) retirement plan sponsored by New Vista Health Services, LLC, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 308 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 461622036, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $3M at year-end — a gain of 0.6%. Net assets (after liabilities) closed the year at $3M, with reported net income of $16K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$16K
Plan Type401(k)
Employer EIN461622036
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Vista Health Services, LLC)

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.

Frequently Asked Questions

How much money is in the New Vista Health Services, LLC Retirement Savings Plan?
As of the 2023 Form 5500 filing, New Vista Health Services, LLC Retirement Savings Plan holds $3M in total assets with 308 participants. It is sponsored by New Vista Health Services, LLC.
What type of plan is New Vista Health Services, LLC Retirement Savings Plan?
New Vista Health Services, LLC Retirement Savings Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 461622036.
Who sponsors the New Vista Health Services, LLC Retirement Savings Plan?
New Vista Health Services, LLC Retirement Savings Plan is sponsored by New Vista Health Services, LLC, located in California. The sponsor's EIN is 461622036 and the plan operates in the Healthcare & Social Assistance industry.
How did New Vista Health Services, LLC Retirement Savings Plan perform in 2023?
New Vista Health Services, LLC Retirement Savings Plan grew by 0.6% during 2023, moving from $3M to $3M in total assets. Net income was $16K.
Where can I find official filings for New Vista Health Services, LLC Retirement Savings Plan?
Official Form 5500 filings for New Vista Health Services, LLC Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 461622036 or plan name at efast.dol.gov.
How does New Vista Health Services, LLC Retirement Savings Plan compare to other plans?
You can compare New Vista Health Services, LLC Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 461622036.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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