Other · DOL Form 5500 · 2024
Viewpoint Educational Foundation Retirement Plan
Data updated 2026-08-11
- $75M
- Total assets
- 305
- Participants
- 88th
- Percentile by assets
- $246,380
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $75M
- total plan assets (2024 EOY)
- 305
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $246,380
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Viewpoint Educational Foundation 403(b)Plan reports 305 participants - about 48% of that state average ($75M EOY assets).
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)
| 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.
Viewpoint Educational Foundation 403(b)Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Viewpoint Educational Foundation 403(b)Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Viewpoint Educational Foundation 403(b)Plan assets move in 2024? ▼
How have Viewpoint Educational Foundation plan assets changed over time? ▼
Where does Viewpoint Educational Foundation 403(b)Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Viewpoint Educational Foundation 403(b)Plan? ▼
Next read for Viewpoint Educational Foundation 403(b)P…
Filing takeaways
Ways to act on Viewpoint Educational Foundation 403(b)Plan's numbers.
- By total assets, Viewpoint Educational Foundation 403(b)Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Viewpoint Educational Foundation's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Educational Services plans