Other · DOL Form 5500 · 2023

VISTABILITY Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
234
Participants Below avg headcount
57th
Percentile by assets National rank
$40,102
Avg per participant Low balance/head
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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.

  • #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.

#5,922
in Other Services (7,857 peers)
+9.8%
assets growth YoY

403b Plan Employees of Vistability's mid-pack asset rank among Other Services and all filers

403b Plan Employees of Vistability vs every filed plan by assets

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

$9,383,820 Top 43% higher than 57% 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

403b Plan Employees of Vistability 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. 403b Plan Employees of Vistability sits mid-pack in the medium band (234 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941606517 · VISTABILITY PY 2023 · Other

403b Plan Employees of Vistability · $9M · 234 · 57th

  • EIN $9M
  • RANK 234
  • PHOTO 57th
  • IND Other
  • EOY near Museum of Contemporary Art 403(b) Tax Deferred Annuity Plan
  • 5500 ind #5922

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 Other Services retirement plans → · Plans in California →

403b Plan Employees of Vistability in the asset neighbourhood

Latham Centers Retirement PlanLatham Centers Retirement Pl…$9MRochester Friendly Home 403(b) PlanRochester Friendly Home 403(…$9M403b Plan Employees of Vistability403b Plan Employees of Vista…$9MMuseum of Contemporary Art 403(b) Tax Deferred Annuity PlanMuseum of Contemporary Art 4…$9MHillwood Estate, Museum & Gardens 403(b) PlanHillwood Estate, Museum & Ga…$9M
End-of-year total assets ($M) among 403b Plan Employees of Vistability and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$841K
Employer EIN941606517
Plan Effective Date2002-01-12
Filing StatusFILING RECEIVED

Sponsor Plan History (VISTABILITY)

Sponsor-wide plan assets over time

All VISTABILITY plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.06655564772017% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.54M $10.8M ▲ +26.1%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403b Plan Employees of Vistability, Total assets ($B): 0.00938382 · Participants: 234403b Plan Employees of VistabilityStanford 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
403b Plan Employees of Vistability vs. nearby Other plans in California, assets vs. participants
Compare 403b Plan Employees of Vistability side-by-side with 3 peers →

403b Plan Employees of Vistability's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Museum of Contemporary Art 403(b) Tax Deferred Annuity Plan in IL ($9M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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.

Frequently Asked Questions

How did 403b Plan Employees of Vistability assets move in 2023? ▼
403b Plan Employees of Vistability grew at a solid clip - up 9.8% during 2023, from $9M to $9M. Reported net income was $841K.
How have VISTABILITY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), VISTABILITY's sponsor-wide assets grew 26.1%, from $9M to $11M.
Which Other plans are similar in size to 403b Plan Employees of Vistability? ▼
Among Other plans in other states, the closest by assets is Museum of Contemporary Art 403(b) Tax Deferred Annuity Plan in IL ($9M, 177 participants).
Which Other plans cover a similar participant headcount to 403b Plan Employees of Vistability? ▼
Among Other plans in other states, the closest by covered participants is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants, $99M 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 941606517.

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.