Other · DOL Form 5500 · 2023
Visiting Nurse and Hospice Care of Santa Barbara Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $111,819
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara · Sponsored by Visiting Nurse and Hospice Care of Santa Barbara · California · Healthcare & Social Assistance
$19M in assets, 168 participants
Visiting Nurse and Hospice Care of Santa Barbara's 403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara reported $19M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,448 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $19M.
- #13,448
- in Healthcare & Social Assistance (17,684 peers)
- +20.1%
- assets growth YoY
403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara's outsized position by total assets
403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,785,632 Top 29% higher than 71% 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
403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara 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. 403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- 403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- 403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara reported participants fell from 193 in the plan year 2022 filing to 168 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951641969 · Visiting Nurse and Hospice Care of Santa Barbara PY 2023 · Other
403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara · $19M · 168 · 71st
- BOY $19M
- BOY 168
- BOY 71st
- BOY Other
- BOY near American Public Health Association Defined Contribution Retirement Plan
- BOY ind #13448
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 →
403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 951641969 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visiting Nurse and Hospice Care of Santa Barbara)
Sponsor-wide plan assets over time
All Visiting Nurse and Hospice Care of Santa Barbara plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 40.32037828422872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $16M |
| 2023 | 1 | 168 | $19M |
| 2024 | 1 | 155 | $22M |
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
403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is American Public Health Association Defined Contribution Retirement Plan in DC ($19M); by covered participants it is St. Mary's Episcopal School Defined Contribution Retirement Plan in TN (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- St. Mary's Episcopal School Defined Contribution Retirement Plan (TN) 168 · 0 off
- Logan University DC Plan (MO) 168 · 0 off
- Western Carolina Community Action, Inc. 403(b) Plan (NC) 168 · 0 off
- Foxdale Village 403(b) Plan (PA) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.