Other · DOL Form 5500 · 2023

Sierra Vista Child and Family Services Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
263
Participants Below avg headcount
62nd
Percentile by assets National rank
$45,445
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sierra Vista Employee Retirement Plan · Sponsored by Sierra Vista Child and Family Services · California · Healthcare & Social Assistance

$12M in assets, 263 participants

Sierra Vista Child and Family Services's Sierra Vista Employee Retirement Plan reported $12M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,007 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Sierra Vista Employee Retirement Plan covers 263 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $12M.

#12,007
in Healthcare & Social Assistance (17,684 peers)
+16.1%
assets growth YoY

Sierra Vista Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sierra Vista Employee Retirement Plan vs every filed plan by assets

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

$11,952,031 Top 38% higher than 62% 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

Sierra Vista Employee Retirement 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. Sierra Vista Employee Retirement Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Vista Employee Retirement Plan reported net income rose from -$955K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sierra Vista Employee Retirement Plan reported participants rose from 213 in the plan year 2022 filing to 263 in the plan year 2023 filing.
  • Sierra Vista Employee Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942158023 · Sierra Vista Child and Family Services PY 2023 · Other

Sierra Vista Employee Retirement Plan · $12M · 263 · 62nd

  • EBSA $12M
  • PART 263
  • TYPE 62nd
  • NET Other
  • BOOK near Lift 403b Plan
  • VS-ST ind #12007

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 →

Sierra Vista Employee Retirement Plan in the asset neighbourhood

Wahiawa General Hospital Retirement Savings PlanWahiawa General Hospital Ret…$12MLift 403b Plan$12MSierra Vista Employee Retirement PlanSierra Vista Employee Retire…$12MInstitute for Supply Management 403(b) Tda PlanInstitute for Supply Managem…$12MMonarch 403(b) Plan$12M
End-of-year total assets ($M) among Sierra Vista Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN942158023
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Vista Child and Family Services)

Sponsor-wide plan assets over time

All Sierra Vista Child and Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.67197274003834% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $13.9M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 213 $10M
2023 1 263 $12M
2024 1 257 $14M

Nearby Other Plans in California

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

Sierra Vista Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sierra Vista Employee Retirement Plan, Total assets ($B): 0.011952031 · Participants: 263Sierra Vista Employee Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Sierra Vista Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sierra Vista Employee Retirement Plan side-by-side with 3 peers →

Sierra Vista Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lift 403b Plan in OK ($12M); by covered participants it is Albany College of Pharmacy and Health Sciences 403(b) Plan in NY (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

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 Sierra Vista Employee Retirement Plan assets move in 2023? ▼
Sierra Vista Employee Retirement Plan grew sharply - up 16.1% during 2023, from $10M to $12M. Reported net income was $2M.
How have Sierra Vista Child and Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Vista Child and Family Services's sponsor-wide assets grew 34.7%, from $10M to $14M.
Which Other plans are similar in size to Sierra Vista Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lift 403b Plan in OK ($12M, 215 participants).
Which Other plans cover a similar participant headcount to Sierra Vista Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany College of Pharmacy and Health Sciences 403(b) Plan in NY (263 participants, $90M 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 942158023.

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.