Other · DOL Form 5500 · 2024
Viewpoint Educational Foundation Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 305
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $246,380
- Avg per participant Above avg balance/head
Official DOL plan name: Viewpoint Educational Foundation 403(b)Plan · Sponsored by Viewpoint Educational Foundation · California · Educational Services
$75M in assets, 305 participants
Viewpoint Educational Foundation's Viewpoint Educational Foundation 403(b)Plan reported $75M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,864 in Educational Services (3,638 peers)
Coverage in California
Viewpoint Educational Foundation 403(b)Plan covers 305 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $75M.
- #2,864
- in Educational Services (3,638 peers)
- +11.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Viewpoint Educational Foundation 403(b)Plan's outsized position by total assets
Viewpoint Educational Foundation 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,145,776 Top 12% higher than 88% 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
Viewpoint Educational Foundation 403(b)Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Viewpoint Educational Foundation 403(b)Plan sits mid-pack in the medium band (305 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Viewpoint Educational Foundation 403(b)Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Viewpoint Educational Foundation 403(b)Plan end-of-year assets rose from $67M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Viewpoint Educational Foundation 403(b)Plan reported participants rose from 298 in the plan year 2023 filing to 305 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952242261 · Viewpoint Educational Foundation PY 2024 · Other
Viewpoint Educational Foundation 403(b)Plan · $75M · 305 · 88th
- BOY $75M
- SCH 305
- EBSA 88th
- PART Other
- TYPE near Shady Side Academy Retirement Plan
- NET ind #2864
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 Educational Services retirement plans → · Plans in California →
Viewpoint Educational Foundation 403(b)Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $8M |
| Employer EIN | 952242261 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Viewpoint Educational Foundation)
Sponsor-wide plan assets over time
All Viewpoint Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 30.916556256778122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $57M |
| 2023 | 1 | 298 | $67M |
| 2024 | 1 | 305 | $75M |
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
Viewpoint Educational Foundation 403(b)Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Shady Side Academy Retirement Plan in PA ($75M); by covered participants it is Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan in NE (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Shady Side Academy Retirement Plan (PA) $75M · 300
- University of Dubuque Employees' 403(b) Plan (IA) $75M · 669
- Oswego Health 403(b) Retirement Plan (NY) $75M · 1,380
- Montefiore Nyack Hospital 403(b) Plan (NY) $75M · 821
Similar participant headcount
Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.
- Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan (NE) 305 · 0 off
- 403b Thrift Plan for Employees of the Arc/Morris County Chapter (Nj), Inc. (NJ) 305 · 0 off
- Agnes Irwin School Defined Contribution Retirement Plan (PA) 305 · 0 off
- Westminster Christian Academy Retirement Plan (MO) 306 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.