Other · DOL Form 5500 · 2024

Sierra Vista Child and Family Services Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
257
Participants Below avg headcount
63rd
Percentile by assets National rank
$53,953
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sierra Vista Employee Retirement Plan · Sponsored by Sierra Vista Child and Family Services · California · Healthcare & Social Assistance

$14M in assets, 257 participants

Sierra Vista Child and Family Services's Sierra Vista Employee Retirement Plan reported $14M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,490 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Sierra Vista Employee Retirement Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $14M.

#11,490
in Healthcare & Social Assistance (16,916 peers)
+16.0%
assets growth YoY

Sierra Vista Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sierra Vista Employee Retirement Plan vs every filed plan by assets

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

$13,865,996 Top 37% higher than 63% 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

Sierra Vista Employee Retirement 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. Sierra Vista Employee Retirement Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sierra Vista Employee Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Sierra Vista Employee Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sierra Vista Employee Retirement Plan reported participants fell from 263 in the plan year 2023 filing to 257 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942158023 · Sierra Vista Child and Family Services PY 2024 · Other

Sierra Vista Employee Retirement Plan · $14M · 257 · 63rd

  • BOY $14M
  • SCH 257
  • EBSA 63rd
  • PART Other
  • TYPE near The Rock and Roll Hall of Fame and Museum, Inc. Tax Deferred Annuity Plan
  • NET ind #11490

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 →

Sierra Vista Employee Retirement Plan in the asset neighbourhood

S.J. Louis Construction, Inc. Retirement Savings PlanS.J. Louis Construction, Inc…$14MSierra Vista Employee Retirement PlanSierra Vista Employee Retire…$14MPublic Preparatory Network, Inc. 403(b) PlanPublic Preparatory Network, …$14MThe Rock and Roll Hall of Fame and Museum, Inc. Tax Deferred Annuity PlanThe Rock and Roll Hall of Fa…$14MProject Orbis International, Inc. Retirement PlanProject Orbis International,…$14M
End-of-year total assets ($M) among Sierra Vista Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN942158023
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Vista Child and Family Services)

Sponsor-wide plan assets over time

All Sierra Vista Child and Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.67197274003834% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $13.9M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 213 $10M
2023 1 263 $12M
2024 1 257 $14M

Nearby Other Plans in California

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

Sierra Vista Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sierra Vista Employee Retirement Plan, Total assets ($B): 0.013865996 · Participants: 257Sierra Vista Employee Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Sierra Vista Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sierra Vista Employee Retirement Plan side-by-side with 3 peers →

Sierra Vista Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Rock and Roll Hall of Fame and Museum, Inc. Tax Deferred Annuity Plan in OH ($14M); by covered participants it is Peninsula Community Health Services 403(b) Plan in WA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Sierra Vista Employee Retirement Plan assets move in 2024? ▼
Sierra Vista Employee Retirement Plan grew sharply - up 16.0% during 2024, from $12M to $14M. Reported net income was $2M.
How have Sierra Vista Child and Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Vista Child and Family Services's sponsor-wide assets grew 34.7%, from $10M to $14M.
Which Other plans are similar in size to Sierra Vista Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Rock and Roll Hall of Fame and Museum, Inc. Tax Deferred Annuity Plan in OH ($14M, 182 participants).
Which Other plans cover a similar participant headcount to Sierra Vista Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Peninsula Community Health Services 403(b) Plan in WA (257 participants, $12M 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 942158023.

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.