Other · DOL Form 5500 · 2023

New Vistas Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 6
Participants Small participant base: 28th
Percentile by assets National rank: $255,431
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: New Vistas 403(b) Plan · Sponsored by New Vistas · New Mexico · Healthcare & Social Assistance

$2M in assets, 6 participants

New Vistas's New Vistas 403(b) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#4,375 in Healthcare & Social Assistance (17,684 peers)

New Vistas multi-year trail

New Vistas's plans moved +18.8% in assets from 2022 to 2024; this filing shows New Vistas 403(b) Plan at $2M / 6 participants.

#4,375
in Healthcare & Social Assistance (17,684 peers): +13.3%
assets growth YoY

New Vistas 403(b) Plan among the smaller filed plans by assets

New Vistas 403(b) Plan vs every filed plan by assets

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

$1,532,585 28th percentile higher than 28% 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

New Vistas 403(b) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Vistas 403(b) Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

New Vistas 403(b) Plan reported net income rose from -$94K in the plan year 2022 filing to $180K in the plan year 2023 filing.
New Vistas 403(b) Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
New Vistas 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 850216702 · New Vistas PY 2023 · Other

New Vistas 403(b) Plan · $2M · 6 · 28th

ASSETS $2M
PCT 6
EIN 28th
RANK Other
PHOTO near Northeast Youth & Family Services 401(k) Plan
IND ind #4375

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 New Mexico →

End-of-year total assets ($M) among New Vistas 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Vistas multi-year asset trail

Latest sponsor-wide plan assets: $2M 18.801812183675416% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	8	$1M
2023	1	6	$2M
2024	1	9	$2M

New Vistas filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$180K
Employer EIN	850216702
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in New Mexico

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

New Vistas 403(b) Plan vs. nearby Other plans in New Mexico, assets vs. participants

Presbyterian Healthcare Services 403(b) Plan $865M · 11,387
San Juan Regional Medical Center 403(b) Plan $131M · 1,887
Lovelace Biomedical Research Institute Tda and DC Plan $111M · 419
Albuquerque Academy Retirement Plan $80M · 281
First Choice Community Healthcare 403(b) Plan $31M · 433

Compare New Vistas 403(b) Plan side-by-side with 3 peers →

New Vistas 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Northeast Youth & Family Services 401(k) Plan in MN ($2M); by covered participants it is 403(b) Pension & Medical Reimbursement Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Northeast Youth & Family Services 401(k) Plan (MN) $2M · 25
American Label & Tag, Inc. 401(k) Retirement Plan (MI) $2M · 11
The Behavioral Wellness Center at Girard 403(b) Retirement Plan (PA) $2M · 122
Wellspring Child & Family Service 403(b) Retirement Plan (MI) $2M · 314

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

403(b) Pension & Medical Reimbursement Plan (MO) 6 · 0 off
The Community Foundation 403b Pension Plan (CO) 6 · 0 off
Equivest Tsa 501c3 (PA) 6 · 0 off
Association for Jewish Studies, Inc. Defined Contribution Retirement Plan (NY) 6 · 0 off

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 New Vistas 403(b) Plan assets move in 2023? ▼

New Vistas 403(b) Plan grew at a solid clip - up 13.3% during 2023, from $1M to $2M. Reported net income was $180K.

How have New Vistas plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), New Vistas's sponsor-wide assets grew 18.8%, from $1M to $2M.

Which Other plans are similar in size to New Vistas 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Northeast Youth & Family Services 401(k) Plan in MN ($2M, 25 participants).

Which Other plans cover a similar participant headcount to New Vistas 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is 403(b) Pension & Medical Reimbursement Plan in MO (6 participants, N/A 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 850216702.