Other · DOL Form 5500 · 2024
Livingston Memorial Visiting Nurse Association Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $42,548
- Avg per participant Low balance/head
Official DOL plan name: Livingston Memorial Visiting Nurse Association Retirement Savings Plan · Sponsored by Livingston Memorial Visiting Nurse Association · California · Healthcare & Social Assistance
$10M in assets, 234 participants
Livingston Memorial Visiting Nurse Association's Livingston Memorial Visiting Nurse Association Retirement Savings Plan reported $10M in total assets and 234 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.
- #10,332 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Livingston Memorial Visiting Nurse Association Retirement Savings Plan covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $10M.
- #10,332
- in Healthcare & Social Assistance (16,916 peers)
- +5.1%
- assets growth YoY
Livingston Memorial Visiting Nurse Association Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Livingston Memorial Visiting Nurse Association Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,956,207 Top 44% higher than 56% 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
Livingston Memorial Visiting Nurse Association Retirement Savings 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. Livingston Memorial Visiting Nurse Association Retirement Savings Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Livingston Memorial Visiting Nurse Association Retirement Savings Plan reported net income fell from $848K in the plan year 2023 filing to $486K in the plan year 2024 filing.
- Livingston Memorial Visiting Nurse Association Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Livingston Memorial Visiting Nurse Association Retirement Savings Plan reported participants rose from 228 in the plan year 2023 filing to 234 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951693538 · Livingston Memorial Visiting Nurse Association PY 2024 · Other
Livingston Memorial Visiting Nurse Association Retirement Savings Plan · $10M · 234 · 56th
- 5500 $10M
- 5500 234
- 5500 56th
- 5500 Other
- 5500 near 403(b) Thrift Plan for Employees of Easter Seals Dupage and the Fox Valley Region
- 5500 ind #10332
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 →
Livingston Memorial Visiting Nurse Association Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $486K |
| Employer EIN | 951693538 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Livingston Memorial Visiting Nurse Association)
Sponsor-wide plan assets over time
All Livingston Memorial Visiting Nurse Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 15.479592224937877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $9M |
| 2023 | 1 | 228 | $9M |
| 2024 | 1 | 234 | $10M |
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
Livingston Memorial Visiting Nurse Association Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of Easter Seals Dupage and the Fox Valley Region in IL ($10M); by covered participants it is Saint Elizabeth University Defined Contribution Pl in NJ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- 403(b) Thrift Plan for Employees of Easter Seals Dupage and the Fox Valley Region (IL) $10M · 145
- Hospice of the Good Shepherd, Inc. 403(b) Plan (MA) $10M · 212
- Mcgillis School Defined Contribution Plan (UT) $10M · 127
- Volunteers of America of Oregon, Inc. Employer Discretionary Plan (OR) $10M · 261
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Saint Elizabeth University Defined Contribution Pl (NJ) 234 · 0 off
- Netcare Corporation Tax Deferred Annuity Plan (OH) 234 · 0 off
- American International College 403(b) DC Plan (MA) 234 · 0 off
- 403(b) Thrift Plan of Aspiro, Inc. (WI) 234 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.