Money Purchase · DOL Form 5500 · 2023

Vista Hill Foundation Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
419
Participants Below avg headcount
66th
Percentile by assets National rank
$34,292
Avg per participant Low balance/head
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Official DOL plan name: Vista Hill Foundation Money Purchase Pension Plan · Sponsored by Vista Hill Foundation · California · Healthcare & Social Assistance

$14M in assets, 419 participants

Vista Hill Foundation's Vista Hill Foundation Money Purchase Pension Plan reported $14M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,628 in Healthcare & Social Assistance (17,684 peers)

Vista Hill Foundation multi-year trail

Vista Hill Foundation's plans moved +21.1% in assets from 2022 to 2024; this filing shows Vista Hill Foundation Money Purchase Pension Plan at $14M / 419 participants.

#12,628
in Healthcare & Social Assistance (17,684 peers)
+2.9%
assets growth YoY

Vista Hill Foundation Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Vista Hill Foundation Money Purchase Pension Plan vs every filed plan by assets

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

$14,368,280 Top 34% higher than 66% 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

Vista Hill Foundation Money Purchase Pension 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. Vista Hill Foundation Money Purchase Pension Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vista Hill Foundation Money Purchase Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $402K in the plan year 2023 filing.
  • Vista Hill Foundation Money Purchase Pension Plan reported participants fell from 437 in the plan year 2022 filing to 419 in the plan year 2023 filing.
  • Vista Hill Foundation Money Purchase Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951944230 · Vista Hill Foundation PY 2023 · Money Purchase

Vista Hill Foundation Money Purchase Pension Plan · $14M · 419 · 66th

  • BOOK $14M
  • VS-ST 419
  • BOY 66th
  • SCH Money Purchase
  • EBSA near Journeymen & Apprentices of Local 188 Annuity Fund
  • PART ind #12628

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 →

Vista Hill Foundation Money Purchase Pension Plan in the asset neighbourhood

Composition Roofers Industry Local No. 10 Pension PlanComposition Roofers Industry…$15MOperative Plasterers and Cement Masons Local 394 Defined Contribution PlanOperative Plasterers and Cem…$15MWorld Education Services, Inc. 401(a) DC PlanWorld Education Services, In…$15MJourneymen & Apprentices of Local 188 Annuity FundJourneymen & Apprentices of …$14MVista Hill Foundation Money Purchase Pension PlanVista Hill Foundation Money …$14M
End-of-year total assets ($M) among Vista Hill Foundation Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Vista Hill Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Vista Hill Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.068221254701935% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $16.9M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 437 $14M
2023 1 419 $14M
2024 1 452 $17M

Vista Hill Foundation filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$402K
Employer EIN951944230
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Vista Hill Foundation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Vista Hill Foundation Money Purchase Pension Plan, Total assets ($B): 0.01436828 · Participants: 419Vista Hill Foundation Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Vista Hill Foundation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Vista Hill Foundation Money Purchase Pension Plan side-by-side with 3 peers →

Vista Hill Foundation Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Journeymen & Apprentices of Local 188 Annuity Fund in FL ($14M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (418 participants). Same-state nearby plans are listed separately above.

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 Vista Hill Foundation Money Purchase Pension Plan assets move in 2023? ▼
Vista Hill Foundation Money Purchase Pension Plan edged up modestly - up 2.9% during 2023, from $14M to $14M. Reported net income was $402K.
How have Vista Hill Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Hill Foundation's sponsor-wide assets grew 21.1%, from $14M to $17M.
Which Money Purchase plans are similar in size to Vista Hill Foundation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Journeymen & Apprentices of Local 188 Annuity Fund in FL ($14M, 624 participants).
Which Money Purchase plans cover a similar participant headcount to Vista Hill Foundation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (418 participants, $17M 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 951944230.

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.