Other · DOL Form 5500 · 2023

Vista Community Clinic Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
871
Participants Near avg headcount
81st
Percentile by assets National rank
$39,935
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vista Community Clinic Tax Deferred Annuity Plan · Sponsored by Vista Community Clinic · California · Healthcare & Social Assistance

$35M in assets, 871 participants

Vista Community Clinic's Vista Community Clinic Tax Deferred Annuity Plan reported $35M in total assets and 871 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,868 in Healthcare & Social Assistance (17,684 peers)

Where Vista Community Clinic Tax Deferred Annuity Plan sits by assets

Vista Community Clinic Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $35M for 871 participants (~$39,935/participant), up 28.6% in 2023.

#14,868
in Healthcare & Social Assistance (17,684 peers)
+28.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vista Community Clinic Tax Deferred Annuity Plan's outsized position by total assets

Vista Community Clinic Tax Deferred Annuity Plan vs every filed plan by assets

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

$34,783,451 Top 19% higher than 81% 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 Community Clinic Tax Deferred Annuity 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 Community Clinic Tax Deferred Annuity Plan sits mid-pack in the medium band (871 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vista Community Clinic Tax Deferred Annuity Plan reported net income rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vista Community Clinic Tax Deferred Annuity Plan end-of-year assets rose from $27M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Vista Community Clinic Tax Deferred Annuity Plan reported participants rose from 828 in the plan year 2022 filing to 871 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952815615 · Vista Community Clinic PY 2023 · Other

Vista Community Clinic Tax Deferred Annuity Plan · $35M · 871 · 81st

  • RANK $35M
  • PHOTO 871
  • IND 81st
  • EOY Other
  • 5500 near Texas Wesleyan University 403(b) Plan
  • ASSETS ind #14868

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 Community Clinic Tax Deferred Annuity Plan in the asset neighbourhood

Keystone Health Center Employee Retirement PlanKeystone Health Center Emplo…$35MVista Community Clinic Tax Deferred Annuity PlanVista Community Clinic Tax D…$35MTexas Wesleyan University 403(b) PlanTexas Wesleyan University 40…$35MAmerican Water Works Association Defined Contribution Retirement PlanAmerican Water Works Associa…$35MUniversity Clinical, Education and Research Associates Defined Contribution Retirement PlanUniversity Clinical, Educati…$35M
End-of-year total assets ($M) among Vista Community Clinic Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$35M
Net Income$8M
Employer EIN952815615
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Community Clinic)

Sponsor-wide plan assets over time

All Vista Community Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$42M 54.836934348144496% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27M $41.9M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 828 $27M
2023 1 871 $35M
2024 1 927 $42M

Nearby Other Plans in California

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

Vista Community Clinic Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Vista Community Clinic Tax Deferred Annuity Plan, Total assets ($B): 0.034783451 · Participants: 871Vista Community Clinic Tax Deferred Annuity PlanStanford 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
Vista Community Clinic Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Vista Community Clinic Tax Deferred Annuity Plan side-by-side with 3 peers →

Vista Community Clinic Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Texas Wesleyan University 403(b) Plan in TX ($35M); by covered participants it is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI (871 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (871 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 Vista Community Clinic Tax Deferred Annuity Plan assets move in 2023? ▼
Vista Community Clinic Tax Deferred Annuity Plan grew sharply - up 28.6% during 2023, from $27M to $35M. Reported net income was $8M.
How have Vista Community Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Community Clinic's sponsor-wide assets grew 54.8%, from $27M to $42M.
Where does Vista Community Clinic Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Vista Community Clinic Tax Deferred Annuity Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Vista Community Clinic Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Texas Wesleyan University 403(b) Plan in TX ($35M, 529 participants).
Which Other plans cover a similar participant headcount to Vista Community Clinic Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI (871 participants, $149M 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 952815615.

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.