Other · DOL Form 5500 · 2024

New Vistas Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 9
Participants Small participant base: 27th
Percentile by assets National rank: $178,578
Avg per participant Above avg balance/head

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Official DOL plan name: New Vistas 403(b) Plan · Sponsored by New Vistas · New Mexico · Healthcare & Social Assistance

$2M in assets, 9 participants

New Vistas's New Vistas 403(b) Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#4,113 in Healthcare & Social Assistance (16,916 peers)

New Vistas multi-year trail

New Vistas's plans moved +18.8% in assets from 2022 to 2024; this filing shows New Vistas 403(b) Plan at $2M / 9 participants.

#4,113
in Healthcare & Social Assistance (16,916 peers): +4.9%
assets growth YoY

New Vistas 403(b) Plan among the smaller filed plans by assets

New Vistas 403(b) Plan vs every filed plan by assets

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

$1,607,202 27th percentile higher than 27% 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

New Vistas 403(b) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Vistas 403(b) Plan is a micro filing (9 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

New Vistas 403(b) Plan reported net income fell from $180K in the plan year 2023 filing to $75K in the plan year 2024 filing.
New Vistas 403(b) Plan reported participants rose from 6 in the plan year 2023 filing to 9 in the plan year 2024 filing.
New Vistas 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850216702 · New Vistas PY 2024 · Other

New Vistas 403(b) Plan · $2M · 9 · 27th

PCT $2M
EIN 9
RANK 27th
PHOTO Other
IND near Mayfair Advisory Group 401(k) Profit Sharing Plan
EOY ind #4113

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 New Mexico →

End-of-year total assets ($M) among New Vistas 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Vistas multi-year asset trail

Latest sponsor-wide plan assets: $2M 18.801812183675416% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	8	$1M
2023	1	6	$2M
2024	1	9	$2M

New Vistas filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$75K
Employer EIN	850216702
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in New Mexico

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

New Vistas 403(b) Plan vs. nearby Other plans in New Mexico, assets vs. participants

Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
San Juan Regional Medical Center 403(b) Plan $142M · 1,883
Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
Albuquerque Academy Retirement Plan $83M · 271
Holy Cross Hospital Retirement Savings Plan $27M · 491

Compare New Vistas 403(b) Plan side-by-side with 3 peers →

New Vistas 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is The American Society for Psychical Research Inc in NY (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Mayfair Advisory Group 401(k) Profit Sharing Plan (AL) $2M · 4
Arc of Southington 403(b) Plan (CT) $2M · 91
El Valor Corporation 401(k) Savings Plan (IL) $2M · 306
Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan (CA) $2M · 2

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

The American Society for Psychical Research Inc (NY) 9 · 0 off
The Free Medical Clinic, Inc. 403(b) Plan (SC) 9 · 0 off
Sunset Imaging Retirement Plan (PR) 9 · 0 off
Greater Texas Foundation, Inc. Retirement Plan and Trust (TX) 9 · 0 off

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 New Vistas 403(b) Plan assets move in 2024? ▼

New Vistas 403(b) Plan edged up modestly - up 4.9% during 2024, from $2M to $2M. Reported net income was $75K.

How have New Vistas plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), New Vistas's sponsor-wide assets grew 18.8%, from $1M to $2M.

Which Other plans are similar in size to New Vistas 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL ($2M, 4 participants).

Which Other plans cover a similar participant headcount to New Vistas 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is The American Society for Psychical Research Inc in NY (9 participants, N/A 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 850216702.