Other · DOL Form 5500 · 2024

Vista Community Clinic Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
927
Participants Near avg headcount
82nd
Percentile by assets National rank
$45,172
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vista Community Clinic Tax Deferred Annuity Plan · Sponsored by Vista Community Clinic · California · Healthcare & Social Assistance

$42M in assets, 927 participants

Vista Community Clinic's Vista Community Clinic Tax Deferred Annuity Plan reported $42M in total assets and 927 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,308 in Healthcare & Social Assistance (16,916 peers)

Where Vista Community Clinic Tax Deferred Annuity Plan sits by assets

Vista Community Clinic Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $42M for 927 participants (~$45,172/participant), up 20.4% in 2024.

#14,308
in Healthcare & Social Assistance (16,916 peers)
+20.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vista Community Clinic Tax Deferred Annuity Plan's outsized position by total assets

Vista Community Clinic Tax Deferred Annuity Plan vs every filed plan by assets

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

$41,874,884 Top 18% higher than 82% 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

Vista Community Clinic Tax Deferred Annuity 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 Community Clinic Tax Deferred Annuity Plan sits mid-pack in the medium band (927 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vista Community Clinic Tax Deferred Annuity Plan end-of-year assets rose from $35M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Vista Community Clinic Tax Deferred Annuity Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Vista Community Clinic Tax Deferred Annuity Plan reported participants rose from 871 in the plan year 2023 filing to 927 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952815615 · Vista Community Clinic PY 2024 · Other

Vista Community Clinic Tax Deferred Annuity Plan · $42M · 927 · 82nd

  • NET $42M
  • NET 927
  • NET 82nd
  • NET Other
  • NET near Warren Wilson College 403(b) DC Plan
  • NET ind #14308

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 →

Vista Community Clinic Tax Deferred Annuity Plan in the asset neighbourhood

Lawndale Christian Health Center 403(b) PlanLawndale Christian Health Ce…$42MImmaculata University Defined Contribution Retirement PlanImmaculata University Define…$42MVista Community Clinic Tax Deferred Annuity PlanVista Community Clinic Tax D…$42MWarren Wilson College 403(b) DC PlanWarren Wilson College 403(b)…$42MSewickley Academy DC Plan$42M
End-of-year total assets ($M) among Vista Community Clinic Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN952815615
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vista Community Clinic)

Sponsor-wide plan assets over time

All Vista Community Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$42M 54.836934348144496% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27M $41.9M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 828 $27M
2023 1 871 $35M
2024 1 927 $42M

Nearby Other Plans in California

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

Vista Community Clinic Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Vista Community Clinic Tax Deferred Annuity Plan, Total assets ($B): 0.041874884 · Participants: 927Vista Community Clinic Tax Deferred Annuity 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
Vista Community Clinic Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Vista Community Clinic Tax Deferred Annuity Plan side-by-side with 3 peers →

Vista Community Clinic Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Warren Wilson College 403(b) DC Plan in NC ($42M); by covered participants it is Safe Horizon 403(b) Retirement Savings Plan in NY (927 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (927 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 Vista Community Clinic Tax Deferred Annuity Plan assets move in 2024? ▼
Vista Community Clinic Tax Deferred Annuity Plan grew sharply - up 20.4% during 2024, from $35M to $42M. Reported net income was $7M.
How have Vista Community Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vista Community Clinic's sponsor-wide assets grew 54.8%, from $27M to $42M.
Where does Vista Community Clinic Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Vista Community Clinic Tax Deferred Annuity Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Vista Community Clinic Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Warren Wilson College 403(b) DC Plan in NC ($42M, 233 participants).
Which Other plans cover a similar participant headcount to Vista Community Clinic Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Safe Horizon 403(b) Retirement Savings Plan in NY (927 participants, $31M 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 952815615.

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.