Other · DOL Form 5500 · 2024
Vista Maria Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $10,300
- Avg per participant Low balance/head
Official DOL plan name: Vista Maria 403(b) Retirement Plan · Sponsored by Vista Maria · Michigan · Healthcare & Social Assistance
$3M in assets, 338 participants
Vista Maria's Vista Maria 403(b) Retirement Plan reported $3M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,271 in Healthcare & Social Assistance (16,916 peers)
Vista Maria multi-year trail
Vista Maria's plans moved +16.9% in assets from 2022 to 2024; this filing shows Vista Maria 403(b) Retirement Plan at $3M / 338 participants.
- #6,271
- in Healthcare & Social Assistance (16,916 peers)
- +8.3%
- assets growth YoY
Vista Maria 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Vista Maria 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,481,284 36th percentile higher than 36% 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
Vista Maria 403(b) 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. Vista Maria 403(b) Retirement Plan sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vista Maria 403(b) Retirement Plan reported participants rose from 301 in the plan year 2023 filing to 338 in the plan year 2024 filing.
- Vista Maria 403(b) Retirement Plan reported net income rose from $238K in the plan year 2023 filing to $266K in the plan year 2024 filing.
- Vista Maria 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 381359262 · Vista Maria PY 2024 · Other
Vista Maria 403(b) Retirement Plan · $3M · 338 · 36th
- EIN $3M
- EIN 338
- EIN 36th
- EIN Other
- EIN near Heart City Retirement Plan
- EIN ind #6271
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 Michigan →
Vista Maria 403(b) Retirement Plan in the asset neighbourhood
Vista Maria multi-year asset trail
Sponsor-wide plan assets over time
All Vista Maria plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.925706006051698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $3M |
| 2023 | 1 | 301 | $3M |
| 2024 | 1 | 338 | $3M |
Vista Maria filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $266K |
| Employer EIN | 381359262 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
Vista Maria 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Heart City Retirement Plan in IN ($3M); by covered participants it is Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan in GA (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (338 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.