Other · DOL Form 5500 · 2023
Livingston Memorial Visiting Nurse Association Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $41,534
- Avg per participant Low balance/head
Official DOL plan name: Livingston Memorial Visiting Nurse Association Retirement Savings Plan · Sponsored by Livingston Memorial Visiting Nurse Association · California · Healthcare & Social Assistance
$9M in assets, 228 participants
Livingston Memorial Visiting Nurse Association's Livingston Memorial Visiting Nurse Association Retirement Savings Plan reported $9M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,144 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Livingston Memorial Visiting Nurse Association Retirement Savings Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $9M.
- #11,144
- in Healthcare & Social Assistance (17,684 peers)
- +9.8%
- assets growth YoY
Livingston Memorial Visiting Nurse Association Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Livingston Memorial Visiting Nurse Association Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,469,801 Top 43% higher than 57% 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
Livingston Memorial Visiting Nurse Association 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. Livingston Memorial Visiting Nurse Association Retirement Savings Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Livingston Memorial Visiting Nurse Association Retirement Savings Plan reported net income rose from -$425K in the plan year 2022 filing to $848K in the plan year 2023 filing.
- Livingston Memorial Visiting Nurse Association Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951693538 · Livingston Memorial Visiting Nurse Association PY 2023 · Other
Livingston Memorial Visiting Nurse Association Retirement Savings Plan · $9M · 228 · 57th
- EOY $9M
- 5500 228
- ASSETS 57th
- PCT Other
- EIN near Simpson Senior Services, Inc. 403(b)(7) Retirement Plan
- RANK ind #11144
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 →
Livingston Memorial Visiting Nurse Association Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $848K |
| Employer EIN | 951693538 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Livingston Memorial Visiting Nurse Association)
Sponsor-wide plan assets over time
All Livingston Memorial Visiting Nurse Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 15.479592224937877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $9M |
| 2023 | 1 | 228 | $9M |
| 2024 | 1 | 234 | $10M |
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
Livingston Memorial Visiting Nurse Association Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Simpson Senior Services, Inc. 403(b)(7) Retirement Plan in PA ($9M); by covered participants it is Primecare Community Health, Inc. Employees Retirement Plan in IL (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.