Other · DOL Form 5500 · 2024

Villa Esperanza Services Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
312
Participants Below avg headcount
50th
Percentile by assets National rank
$24,398
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Villa Esperanza 403(b) Retirement Savings Plan · Sponsored by Villa Esperanza Services · California · Healthcare & Social Assistance

$8M in assets, 312 participants

Villa Esperanza Services's Villa Esperanza 403(b) Retirement Savings Plan reported $8M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,267 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Villa Esperanza 403(b) Retirement Savings Plan covers 312 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $8M.

#9,267
in Healthcare & Social Assistance (16,916 peers)
+17.5%
assets growth YoY

Villa Esperanza 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Villa Esperanza 403(b) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,612,172 Top 50% higher than 50% of 123,620 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 2024

Villa Esperanza 403(b) Retirement Savings 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. Villa Esperanza 403(b) Retirement Savings Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Villa Esperanza 403(b) Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Villa Esperanza 403(b) Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Villa Esperanza 403(b) Retirement Savings Plan reported participants fell from 330 in the plan year 2023 filing to 312 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952148860 · Villa Esperanza Services PY 2024 · Other

Villa Esperanza 403(b) Retirement Savings Plan · $8M · 312 · 50th

  • EBSA $8M
  • PART 312
  • TYPE 50th
  • NET Other
  • BOOK near City Parks Foundation 403(b) Retirement Plan
  • VS-ST ind #9267

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 →

Villa Esperanza 403(b) Retirement Savings Plan in the asset neighbourhood

The Adler Planetarium Defined Contribution Retirement Income PlanThe Adler Planetarium Define…$8MVilla Esperanza 403(b) Retirement Savings PlanVilla Esperanza 403(b) Retir…$8MCity Parks Foundation 403(b) Retirement PlanCity Parks Foundation 403(b)…$8MCommunity Action Committee of Pike County 403(b) PlanCommunity Action Committee o…$8MAmmonoosuc Community Health Services 403(b) PlanAmmonoosuc Community Health …$8M
End-of-year total assets ($M) among Villa Esperanza 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN952148860
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Villa Esperanza Services)

Sponsor-wide plan assets over time

All Villa Esperanza Services plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.801014468328354% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.15M $7.61M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 305 $5M
2023 1 330 $6M
2024 1 312 $8M

Nearby Other Plans in California

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

Villa Esperanza 403(b) Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Villa Esperanza 403(b) Retirement Savings Plan, Total assets ($B): 0.007612172 · Participants: 312Villa Esperanza 403(b) Retirement Savings PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Villa Esperanza 403(b) Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Villa Esperanza 403(b) Retirement Savings Plan side-by-side with 3 peers →

Villa Esperanza 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is City Parks Foundation 403(b) Retirement Plan in NY ($8M); by covered participants it is Whitehead Institute for Biomedical Research 403b Plan in MA (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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.

Frequently Asked Questions

How did Villa Esperanza 403(b) Retirement Savings Plan assets move in 2024? ▼
Villa Esperanza 403(b) Retirement Savings Plan grew sharply - up 17.5% during 2024, from $6M to $8M. Reported net income was $1M.
How have Villa Esperanza Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Villa Esperanza Services's sponsor-wide assets grew 47.8%, from $5M to $8M.
Which Other plans are similar in size to Villa Esperanza 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is City Parks Foundation 403(b) Retirement Plan in NY ($8M, 76 participants).
Which Other plans cover a similar participant headcount to Villa Esperanza 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Whitehead Institute for Biomedical Research 403b Plan in MA (312 participants, $55M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952148860.

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.