Other · DOL Form 5500 · 2023
Vista Del Mar Child and Family Services Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 713
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $23,162
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Vista Del Mar Child and Family Services · Sponsored by Vista Del Mar Child and Family Services · California · Healthcare & Social Assistance
$17M in assets, 713 participants
Vista Del Mar Child and Family Services's 403(b) Thrift Plan of Vista Del Mar Child and Family Services reported $17M in total assets and 713 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,073 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
403(b) Thrift Plan of Vista Del Mar Child and Family Services grew sharply 15.4% in 2023 ($14M → $17M) for 713 participants.
- #13,073
- in Healthcare & Social Assistance (17,684 peers)
- +15.4%
- assets growth YoY
403(b) Thrift Plan of Vista Del Mar Child and Family Services's outsized position by total assets
403(b) Thrift Plan of Vista Del Mar Child and Family Services vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,514,845 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan of Vista Del Mar Child and Family Services among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Vista Del Mar Child and Family Services sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Vista Del Mar Child and Family Services reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan of Vista Del Mar Child and Family Services reported participants rose from 535 in the plan year 2022 filing to 713 in the plan year 2023 filing.
- 403(b) Thrift Plan of Vista Del Mar Child and Family Services end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951647832 · Vista Del Mar Child and Family Services PY 2023 · Other
403(b) Thrift Plan of Vista Del Mar Child and Family Services · $17M · 713 · 69th
- BOY $17M
- BOY 713
- BOY 69th
- BOY Other
- BOY near Agency for Community Transit 403b Retirement Plan
- BOY ind #13073
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 →
403(b) Thrift Plan of Vista Del Mar Child and Family Services in the asset neighbourhood
Vista Del Mar Child and Family Services years around the 2023 move
Sponsor-wide plan assets over time
All Vista Del Mar Child and Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.14693879718527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 535 | $14M |
| 2023 | 1 | 713 | $17M |
| 2024 | 1 | 713 | $16M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 951647832 |
| Plan Effective Date | 2007-01-01 |
| 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 $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
403(b) Thrift Plan of Vista Del Mar Child and Family Services's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Agency for Community Transit 403b Retirement Plan in IL ($17M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Agency for Community Transit 403b Retirement Plan (IL) $17M · 120
- The Barack Obama Foundation 403(b) Plan (IL) $17M · 222
- American Council for an Energy Efficient Economy 403(b) Plan (DC) $17M · 73
- The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees (NY) $17M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.
- The Kennedy Center, Inc. 403(b) Retirement Plan (CT) 713 · 0 off
- Focus on the Family 403(b) Plan (CO) 713 · 0 off
- The New Teacher Project 403(b) Plan (NY) 713 · 0 off
- The Kennedy Center, Inc. 403(b) Retirement Plan (CT) 712 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.