Other · DOL Form 5500 · 2024
Vista Del Mar Child and Family Services Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 713
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $21,908
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan of Vista Del Mar Child and Family Services · Sponsored by Vista Del Mar Child and Family Services · California · Healthcare & Social Assistance
$16M in assets, 713 participants
Vista Del Mar Child and Family Services's 403b Thrift Plan of Vista Del Mar Child and Family Services reported $16M in total assets and 713 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,888 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
403b Thrift Plan of Vista Del Mar Child and Family Services holds $16M for 713 participants - about $21,908 per participant, above the median plan by assets.
- #11,888
- in Healthcare & Social Assistance (16,916 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $894K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Thrift Plan of Vista Del Mar Child and Family Services's mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan of Vista Del Mar Child and Family Services vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,620,634 Top 35% higher than 65% 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
403b Thrift Plan of Vista Del Mar Child and Family Services 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. 403b Thrift Plan of Vista Del Mar Child and Family Services sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403b Thrift Plan of Vista Del Mar Child and Family Services reported net income fell from $2M in the plan year 2023 filing to -$894K in the plan year 2024 filing.
- 403b Thrift Plan of Vista Del Mar Child and Family Services end-of-year assets fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951647832 · Vista Del Mar Child and Family Services PY 2024 · Other
403b Thrift Plan of Vista Del Mar Child and Family Services · $16M · 713 · 65th
- SCH $16M
- EBSA 713
- PART 65th
- TYPE Other
- NET near Bright Harbor Healthcare Tax Sheltered Annuity Plan
- BOOK ind #11888
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 →
403b Thrift Plan of Vista Del Mar Child and Family Services in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$894K |
| Employer EIN | 951647832 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vista Del Mar Child and Family Services)
Sponsor-wide plan assets over time
All Vista Del Mar Child and Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.14693879718527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 535 | $14M |
| 2023 | 1 | 713 | $17M |
| 2024 | 1 | 713 | $16M |
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
403b Thrift Plan of Vista Del Mar Child and Family Services's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Bright Harbor Healthcare Tax Sheltered Annuity Plan in NJ ($16M); by covered participants it is Lesley University Retirement Plan in MA (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.
- Lesley University Retirement Plan (MA) 713 · 0 off
- Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan (IL) 713 · 0 off
- Baldwin Wallace University Defined Contribution and Tax Deferred Savings (OH) 712 · 1 off
- Hamot Health Foundation Employee Tax-Deferred Savings Plan (PA) 714 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.