Other · DOL Form 5500 · 2024
VISTABILITY Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 296
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $36,383
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Vistability · Sponsored by VISTABILITY · California · Other Services
$11M in assets, 296 participants
VISTABILITY's 403(b) Thrift Plan for Employees of Vistability reported $11M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,838 in Other Services (7,719 peers)
Coverage in California
403(b) Thrift Plan for Employees of Vistability covers 296 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $11M.
- #5,838
- in Other Services (7,719 peers)
- +14.8%
- assets growth YoY
403(b) Thrift Plan for Employees of Vistability's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Vistability vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,769,470 Top 43% higher than 57% 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
403(b) Thrift Plan for Employees of Vistability 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. 403(b) Thrift Plan for Employees of Vistability sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Vistability reported net income rose from $841K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Vistability reported participants rose from 234 in the plan year 2023 filing to 296 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Vistability end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941606517 · VISTABILITY PY 2024 · Other
403(b) Thrift Plan for Employees of Vistability · $11M · 296 · 57th
- VS-ST $11M
- BOY 296
- SCH 57th
- EBSA Other
- PART near North Carolina Symphony Society Tda Plan
- TYPE ind #5838
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 Other Services retirement plans → · Plans in California →
403(b) Thrift Plan for Employees of Vistability in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 941606517 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VISTABILITY)
Sponsor-wide plan assets over time
All VISTABILITY plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 26.06655564772017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $9M |
| 2023 | 1 | 234 | $9M |
| 2024 | 1 | 296 | $11M |
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
403(b) Thrift Plan for Employees of Vistability's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is North Carolina Symphony Society Tda Plan in NC ($11M); by covered participants it is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Pueblo Community Health Center, Inc. Employer Contribution Plan (CO) 296 · 0 off
- Morrison Center 403(b) Retirement Plan (ME) 296 · 0 off
- Cottage Hospital Tax-Sheltered Annuity Plan (NH) 296 · 0 off
- The Leaguers, Inc. 403(b) Plan (NJ) 296 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.