Other · DOL Form 5500 · 2023
VISTABILITY Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 234
- Participants
- 57th
- Percentile by assets
- $40,102
- Avg per participant
Official DOL plan name: 403b Plan Employees of Vistability · Sponsored by VISTABILITY · California · Other Services
$9M in assets, 234 participants
VISTABILITY's 403b Plan Employees of Vistability reported $9M in total assets and 234 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.
- 57th percentile by assets (of 127,072 plans)
- #5,922 in Other Services (7,857 peers)
Coverage in California
403b Plan Employees of Vistability covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 234
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $40,102
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403b Plan Employees of Vistability reported net income rose from -$2M in the plan year 2022 filing to $841K in the plan year 2023 filing.
- 403b Plan Employees of Vistability reported participants rose from 170 in the plan year 2022 filing to 234 in the plan year 2023 filing.
- 403b Plan Employees of Vistability end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. 403b Plan Employees of Vistability reports 234 participants - about 37% of that state average ($9M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $841K |
| Employer EIN | 941606517 |
| Plan Effective Date | 2002-01-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VISTABILITY)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $9M |
| 2023 | 1 | 234 | $9M |
| 2024 | 1 | 296 | $11M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
403b Plan Employees of Vistability vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403b Plan Employees of Vistability by total assets, not by location.
Frequently Asked Questions
How did 403b Plan Employees of Vistability assets move in 2023? ▼
How have VISTABILITY plan assets changed over time? ▼
Which Other plans are similar in size to 403b Plan Employees of Vistability? ▼
Next read for 403b Plan Employees of Vistability
Filing takeaways
Ways to act on 403b Plan Employees of Vistability's numbers.
- By total assets, 403b Plan Employees of Vistability ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- VISTABILITY's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Other Services plans