Money Purchase · DOL Form 5500 · 2024

Vista Hill Foundation Money Purchase Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
452
Participants Below avg headcount
67th
Percentile by assets National rank
$37,408
Avg per participant Low balance/head
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Official DOL plan name: Vista Hill Foundation Money Purchase Pension Plan · Sponsored by Vista Hill Foundation · California · Healthcare & Social Assistance

$17M in assets, 452 participants

Vista Hill Foundation's Vista Hill Foundation Money Purchase Pension Plan reported $17M in total assets and 452 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,153 in Healthcare & Social Assistance (16,916 peers)

Vista Hill Foundation multi-year trail

Vista Hill Foundation's plans moved +21.1% in assets from 2022 to 2024; this filing shows Vista Hill Foundation Money Purchase Pension Plan at $17M / 452 participants.

#12,153
in Healthcare & Social Assistance (16,916 peers)
+17.7%
assets growth YoY

Vista Hill Foundation Money Purchase Pension Plan's outsized position by total assets

Vista Hill Foundation Money Purchase Pension Plan vs every filed plan by assets

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

$16,908,458 Top 33% higher than 67% 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

Vista Hill Foundation Money Purchase Pension 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. Vista Hill Foundation Money Purchase Pension Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vista Hill Foundation Money Purchase Pension Plan reported net income rose from $402K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Vista Hill Foundation Money Purchase Pension Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Vista Hill Foundation Money Purchase Pension Plan reported participants rose from 419 in the plan year 2023 filing to 452 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951944230 · Vista Hill Foundation PY 2024 · Money Purchase

Vista Hill Foundation Money Purchase Pension Plan · $17M · 452 · 67th

  • PHOTO $17M
  • IND 452
  • EOY 67th
  • 5500 Money Purchase
  • ASSETS near The Crosby Group Hourly Employees Pension Plus Plan
  • PCT ind #12153

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 →

Vista Hill Foundation Money Purchase Pension Plan in the asset neighbourhood

The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1The Institute for Supply Man…$17MVista Hill Foundation Money Purchase Pension PlanVista Hill Foundation Money …$17MThe Crosby Group Hourly Employees Pension Plus PlanThe Crosby Group Hourly Empl…$17MStage Employees Local No 18 Retirement PlanStage Employees Local No 18 …$17MClarion Healthcare System, Inc. Pension PlanClarion Healthcare System, I…$17M
End-of-year total assets ($M) among Vista Hill Foundation Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Vista Hill Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Vista Hill Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.068221254701935% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $16.9M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 437 $14M
2023 1 419 $14M
2024 1 452 $17M

Vista Hill Foundation filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN951944230
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Vista Hill Foundation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Vista Hill Foundation Money Purchase Pension Plan, Total assets ($B): 0.016908458 · Participants: 452Vista Hill Foundation Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Vista Hill Foundation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Vista Hill Foundation Money Purchase Pension Plan side-by-side with 3 peers →

Vista Hill Foundation Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The Crosby Group Hourly Employees Pension Plus Plan in OK ($17M); by covered participants it is Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in PA (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Vista Hill Foundation Money Purchase Pension Plan assets move in 2024? ▼
Vista Hill Foundation Money Purchase Pension Plan grew sharply - up 17.7% during 2024, from $14M to $17M. Reported net income was $3M.
How have Vista Hill Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Hill Foundation's sponsor-wide assets grew 21.1%, from $14M to $17M.
Which Money Purchase plans are similar in size to Vista Hill Foundation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Crosby Group Hourly Employees Pension Plus Plan in OK ($17M, 469 participants).
Which Money Purchase plans cover a similar participant headcount to Vista Hill Foundation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in PA (451 participants, $24M 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 951944230.

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.