Other · DOL Form 5500 · 2024
Vistamar School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $203,592
- Avg per participant Above avg balance/head
Official DOL plan name: Vistamar School Defined Contribution Retirement Plan · Sponsored by Vistamar School · California · Educational Services
$12M in assets, 58 participants
Vistamar School's Vistamar School Defined Contribution Retirement Plan reported $12M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #1,540 in Educational Services (3,638 peers)
Vistamar School multi-year trail
Vistamar School's plans moved +34.4% in assets from 2022 to 2024; this filing shows Vistamar School Defined Contribution Retirement Plan at $12M / 58 participants.
- #1,540
- in Educational Services (3,638 peers)
- +17.5%
- assets growth YoY
Vistamar School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
Vistamar School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,808,327 Top 41% higher than 59% 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
Vistamar School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vistamar School Defined Contribution Retirement Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vistamar School Defined Contribution Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Vistamar School Defined Contribution Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Vistamar School Defined Contribution Retirement Plan reported participants fell from 60 in the plan year 2023 filing to 58 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141841085 · Vistamar School PY 2024 · Other
Vistamar School Defined Contribution Retirement Plan · $12M · 58 · 59th
- BOOK $12M
- BOOK 58
- BOOK 59th
- BOOK Other
- BOOK near Nardin Academy Retirement Plan
- BOOK ind #1540
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 Educational Services retirement plans → · Plans in California →
Vistamar School Defined Contribution Retirement Plan in the asset neighbourhood
Vistamar School multi-year asset trail
Sponsor-wide plan assets over time
All Vistamar School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 34.38538654018766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $9M |
| 2023 | 1 | 60 | $10M |
| 2024 | 1 | 58 | $12M |
Vistamar School filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 141841085 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
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
Vistamar School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Nardin Academy Retirement Plan in NY ($12M); by covered participants it is Resources for the Future, Inc. 403(b) Retirement in DC (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 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.