Other · DOL Form 5500 · 2022

Southwest Florida Retirement Center Inc Dba Village on the Isle Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
243
Participants Below avg headcount
41st
Percentile by assets National rank
$12,422
Avg per participant Low balance/head
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Official DOL plan name: Village on the Isle Retirement Plan · Sponsored by Southwest Florida Retirement Center Inc Dba Village on the Isle · Florida · Healthcare & Social Assistance

$3M in assets, 243 participants

Southwest Florida Retirement Center Inc Dba Village on the Isle's Village on the Isle Retirement Plan reported $3M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,848 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Village on the Isle Retirement Plan covers 243 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#8,848
in Healthcare & Social Assistance (20,060 peers)
-12.9%
assets change YoY

The plan reported a net loss of $447K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Village on the Isle Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Village on the Isle Retirement Plan vs every filed plan by assets

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

$3,018,462 41st percentile higher than 41% 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

Village on the Isle Retirement 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. Village on the Isle Retirement Plan sits mid-pack in the medium band (243 participants).

Plan-year Form 5500 strip

Filing strip 591931148 · Southwest Florida Retirement Center Inc Dba Village on the Isle PY 2022 · Other

Village on the Isle Retirement Plan · $3M · 243 · 41st

  • PHOTO $3M
  • IND 243
  • EOY 41st
  • 5500 Other
  • ASSETS near Matrix Human Services Tax Sheltered Annuity Plan
  • PCT ind #8848

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 →

Village on the Isle Retirement Plan in the asset neighbourhood

Village on the Isle Retirement PlanVillage on the Isle Retireme…$3MMatrix Human Services Tax Sheltered Annuity PlanMatrix Human Services Tax Sh…$3M403(b) Thrift Plan of Northside Charter High School403(b) Thrift Plan of Norths…$3MTax Deferred Annuity Plan of Family Health Centers of Georgia, Inc.Tax Deferred Annuity Plan of…$3MColumbus Museum of Art Tax Deferred Annuity PlanColumbus Museum of Art Tax D…$3M
End-of-year total assets ($M) among Village on the Isle Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$447K
Employer EIN591931148
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Florida Retirement Center Inc Dba Village on the Isle)

Sponsor-wide plan assets over time

All Southwest Florida Retirement Center Inc Dba Village on the Isle plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.069732863955224% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.02M $4.44M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 243 $3M
2023 1 240 $4M
2024 1 257 $4M

Nearby Other Plans in Florida

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

Village on the Isle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Village on the Isle Retirement Plan, Total assets ($B): 0.003018462 · Participants: 243Village on the Isle Retirement 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
Village on the Isle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Village on the Isle Retirement Plan side-by-side with 3 peers →

Village on the Isle Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Matrix Human Services Tax Sheltered Annuity Plan in MI ($3M); by covered participants it is The Ctc Academy, Inc. 403(b) Plan in NJ (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

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 Village on the Isle Retirement Plan assets move in 2022? ▼
Village on the Isle Retirement Plan pulled back noticeably - down 12.9% during 2022, from $3M to $3M. Reported net income was -$447K.
How have Southwest Florida Retirement Center Inc Dba Village on the Isle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Florida Retirement Center Inc Dba Village on the Isle's sponsor-wide assets grew 47.1%, from $3M to $4M.
Which Other plans are similar in size to Village on the Isle Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Matrix Human Services Tax Sheltered Annuity Plan in MI ($3M, 452 participants).
Which Other plans cover a similar participant headcount to Village on the Isle Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Ctc Academy, Inc. 403(b) Plan in NJ (243 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591931148.

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.