Other · DOL Form 5500 · 2022

Visiting Nurse Association of the Treasure Coast, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
556
Participants Below avg headcount
73rd
Percentile by assets National rank
$27,430
Avg per participant Low balance/head
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Official DOL plan name: Vna of the Treasure Coast 403(b) Plan · Sponsored by Visiting Nurse Association of the Treasure Coast, Inc. · Florida · Healthcare & Social Assistance

$15M in assets, 556 participants

Visiting Nurse Association of the Treasure Coast, Inc.'s Vna of the Treasure Coast 403(b) Plan reported $15M in total assets and 556 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,510 in Healthcare & Social Assistance (20,060 peers)

Visiting Nurse Association of the Treasure Coast, Inc. multi-year trail

Visiting Nurse Association of the Treasure Coast, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Vna of the Treasure Coast 403(b) Plan at $15M / 556 participants.

#15,510
in Healthcare & Social Assistance (20,060 peers)
-13.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vna of the Treasure Coast 403(b) Plan's outsized position by total assets

Vna of the Treasure Coast 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,250,890 Top 27% higher than 73% of 139,123 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 2022

Vna of the Treasure Coast 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vna of the Treasure Coast 403(b) Plan sits mid-pack in the medium band (556 participants).

Form 5500 schedule snapshot

Filing strip 592664912 · Visiting Nurse Association of the Treasure Coast, Inc. PY 2022 · Other

Vna of the Treasure Coast 403(b) Plan · $15M · 556 · 73rd

  • ASSETS $15M
  • PCT 556
  • EIN 73rd
  • RANK Other
  • PHOTO near The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees
  • IND ind #15510

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 Florida →

Vna of the Treasure Coast 403(b) Plan in the asset neighbourhood

Vna of the Treasure Coast 403(b) PlanVna of the Treasure Coast 40…$15MThe Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union EmployeesThe Metropolitan Museum of A…$15MCharles Cole Memorial Hospital Retirement Savings PlanCharles Cole Memorial Hospit…$15MIcahn Charter School Retirement Savings PlanIcahn Charter School Retirem…$15MOld Trail School Defined Contribution Retirement PlanOld Trail School Defined Con…$15M
End-of-year total assets ($M) among Vna of the Treasure Coast 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Visiting Nurse Association of the Treasure Coast, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Visiting Nurse Association of the Treasure Coast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.027062027199726% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.3M $20.1M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 556 $15M
2023 1 504 $18M
2024 1 554 $20M

Visiting Nurse Association of the Treasure Coast, Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN592664912
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Vna of the Treasure Coast 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Vna of the Treasure Coast 403(b) Plan, Total assets ($B): 0.01525089 · Participants: 556Vna of the Treasure Coast 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Vna of the Treasure Coast 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Vna of the Treasure Coast 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees in NY ($15M); by covered participants it is Alice Peck Day Memorial Hospital 403(b) Retirement Plan in NH (557 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vna of the Treasure Coast 403(b) Plan assets move in 2022?
Vna of the Treasure Coast 403(b) Plan pulled back noticeably - down 13.5% during 2022, from $18M to $15M. Reported net income was -$2M.
How have Visiting Nurse Association of the Treasure Coast, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Visiting Nurse Association of the Treasure Coast, Inc.'s sponsor-wide assets grew 32.0%, from $15M to $20M.
Which Other plans are similar in size to Vna of the Treasure Coast 403(b) Plan?
Among Other plans in other states, the closest by assets is The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees in NY ($15M, N/A participants).
Which Other plans cover a similar participant headcount to Vna of the Treasure Coast 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Alice Peck Day Memorial Hospital 403(b) Retirement Plan in NH (557 participants, $43M in assets).