401(k) · DOL Form 5500 · 2024

Terra Vista Management, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
190
Participants Below avg headcount
56th
Percentile by assets National rank
$52,925
Avg per participant Low balance/head
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Official DOL plan name: Terra Vista Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Terra Vista Management, Inc. · California · Real Estate

$10M in assets, 190 participants

Terra Vista Management, Inc.'s Terra Vista Management, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,387 in Real Estate (4,605 peers)

Coverage in California

Terra Vista Management, Inc. 401(k) Profit Sharing Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $10M.

#3,387
in Real Estate (4,605 peers)
+8.8%
assets growth YoY

Terra Vista Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Terra Vista Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,055,821 Top 44% higher than 56% 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

Terra Vista Management, Inc. 401(k) Profit Sharing 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. Terra Vista Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terra Vista Management, Inc. 401(k) Profit Sharing Plan reported net income rose from $615K in the plan year 2023 filing to $817K in the plan year 2024 filing.
  • Terra Vista Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954489844 · Terra Vista Management, Inc. PY 2024 · 401(k)

Terra Vista Management, Inc. 401(k) Profit Sharing Plan · $10M · 190 · 56th

  • EOY $10M
  • 5500 190
  • ASSETS 56th
  • PCT 401(k)
  • EIN near Dialysis Center 401(k) Retirement Plan
  • RANK ind #3387

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 Real Estate retirement plans → · Plans in California →

Terra Vista Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Terra Vista Management, Inc. 401(k) Profit Sharing PlanTerra Vista Management, Inc.…$10MDialysis Center 401(k) Retirement PlanDialysis Center 401(k) Retir…$10MBaywood Hotels, Inc. 401(k) PlanBaywood Hotels, Inc. 401(k) …$10MHutchens Law Firm, LLP 401(k) Profit Sharing PlanHutchens Law Firm, LLP 401(k…$10MEndurance Group, LLC 401(k) PlanEndurance Group, LLC 401(k) …$10M
End-of-year total assets ($M) among Terra Vista Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$817K
Employer EIN954489844
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terra Vista Management, Inc.)

Sponsor-wide plan assets over time

All Terra Vista Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.60994161513674% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.62M $10.1M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 200 $9M
2023 1 189 $9M
2024 1 190 $10M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Terra Vista Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Terra Vista Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010055821 · Participants: 190Terra Vista Management, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Terra Vista Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Terra Vista Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Terra Vista Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dialysis Center 401(k) Retirement Plan in NE ($10M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Terra Vista Management, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Terra Vista Management, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.8% during 2024, from $9M to $10M. Reported net income was $817K.
How have Terra Vista Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terra Vista Management, Inc.'s sponsor-wide assets grew 16.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Terra Vista Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dialysis Center 401(k) Retirement Plan in NE ($10M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Terra Vista Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants, N/A 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 954489844.

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.