Other · DOL Form 5500 · 2024
The Trust for Hidden Villa Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $140,482
- Avg per participant Near avg balance/head
Official DOL plan name: Hidden Villa 403(b) Retirement Plan · Sponsored by The Trust for Hidden Villa · California · Healthcare & Social Assistance
$4M in assets, 30 participants
The Trust for Hidden Villa's Hidden Villa 403(b) Retirement Plan reported $4M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,949 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Hidden Villa 403(b) Retirement Plan grew sharply 15.1% in 2024 ($4M → $4M) for 30 participants.
- #6,949
- in Healthcare & Social Assistance (16,916 peers)
- +15.1%
- assets growth YoY
Hidden Villa 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hidden Villa 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,214,463 39th percentile higher than 39% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hidden Villa 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hidden Villa 403(b) Retirement Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hidden Villa 403(b) Retirement Plan reported net income rose from -$429K in the plan year 2023 filing to $553K in the plan year 2024 filing.
- Hidden Villa 403(b) Retirement Plan reported participants rose from 26 in the plan year 2023 filing to 30 in the plan year 2024 filing.
- Hidden Villa 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941539836 · The Trust for Hidden Villa PY 2024 · Other
Hidden Villa 403(b) Retirement Plan · $4M · 30 · 39th
- PCT $4M
- EIN 30
- RANK 39th
- PHOTO Other
- IND near St. James Place of Baton Rouge 403(b) Plan
- EOY ind #6949
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 →
Hidden Villa 403(b) Retirement Plan in the asset neighbourhood
The Trust for Hidden Villa years around the 2024 move
Sponsor-wide plan assets over time
All The Trust for Hidden Villa plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.04068657557182% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $4M |
| 2023 | 1 | 26 | $4M |
| 2024 | 1 | 30 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $553K |
| Employer EIN | 941539836 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Hidden Villa 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is St. James Place of Baton Rouge 403(b) Plan in LA ($4M); by covered participants it is Erie Day School 403(b) Savings Plan in PA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.