Other · DOL Form 5500 · 2024
Clinica Sierra Vista Retirement Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 1,586
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $54,169
- Avg per participant Low balance/head
Official DOL plan name: Clinica Sierra Vista Retirement Plan · Sponsored by Clinica Sierra Vista · California · Healthcare & Social Assistance
$86M in assets, 1,586 participants
Clinica Sierra Vista's Clinica Sierra Vista Retirement Plan reported $86M in total assets and 1,586 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,334 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Clinica Sierra Vista Retirement Plan covers 1,586 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $86M.
- #15,334
- in Healthcare & Social Assistance (16,916 peers)
- +16.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Clinica Sierra Vista Retirement Plan's outsized position by total assets
Clinica Sierra Vista Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,912,104 Top 11% higher than 89% 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
Clinica Sierra Vista Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clinica Sierra Vista Retirement Plan lands in the large band (1,586 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clinica Sierra Vista Retirement Plan reported participants rose from 1,248 in the plan year 2023 filing to 1,586 in the plan year 2024 filing.
- Clinica Sierra Vista Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Clinica Sierra Vista Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $86M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952707101 · Clinica Sierra Vista PY 2024 · Other
Clinica Sierra Vista Retirement Plan · $86M · 1,586 · 89th
- ASSETS $86M
- PCT 1,586
- EIN 89th
- RANK Other
- PHOTO near St. Marks School of Texas Matching Plan
- IND ind #15334
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 →
Clinica Sierra Vista Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $12M |
| Employer EIN | 952707101 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clinica Sierra Vista)
Sponsor-wide plan assets over time
All Clinica Sierra Vista plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 44.47823219076122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,263 | $59M |
| 2023 | 1 | 1,248 | $74M |
| 2024 | 1 | 1,586 | $86M |
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
Clinica Sierra Vista Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is St. Marks School of Texas Matching Plan in TX ($86M); by covered participants it is The University of Chicago Medical Center Contributory Retirement Plan in IL (1,585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,586 participants); asset peers above are excluded.
- The University of Chicago Medical Center Contributory Retirement Plan (IL) 1,585 · 1 off
- Suffolk University Employee Retirement Plan (MA) 1,583 · 3 off
- Maryville University 403(b) Savings Plan (MO) 1,594 · 8 off
- Appalachian Regional Healthcare System 403(b) Retirement Savings Plan (NC) 1,578 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.