Other · DOL Form 5500 · 2022
The Villages of Indiana Inc. Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 463
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $2,774
- Avg per participant Low balance/head
Official DOL plan name: The Villages 403b Retirement Savings Plan · Sponsored by The Villages of Indiana Inc. · Indiana · Healthcare & Social Assistance
$1M in assets, 463 participants
The Villages of Indiana Inc.'s The Villages 403b Retirement Savings Plan reported $1M in total assets and 463 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,200 in Healthcare & Social Assistance (20,060 peers)
The Villages of Indiana Inc. multi-year trail
The Villages of Indiana Inc.'s plans moved +67.7% in assets from 2022 to 2024; this filing shows The Villages 403b Retirement Savings Plan at $1M / 463 participants.
- #5,200
- in Healthcare & Social Assistance (20,060 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $110K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Villages 403b Retirement Savings Plan among the smaller filed plans by assets
The Villages 403b Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,284,133 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Villages 403b Retirement Savings 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. The Villages 403b Retirement Savings Plan sits mid-pack in the medium band (463 participants).
Plan-year Form 5500 strip
Filing strip 351708240 · The Villages of Indiana Inc. PY 2022 · Other
The Villages 403b Retirement Savings Plan · $1M · 463 · 28th
- RANK $1M
- RANK 463
- RANK 28th
- RANK Other
- RANK near Moa/USA Employees Tax Sheltered Annuity
- RANK ind #5200
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 Indiana →
The Villages 403b Retirement Savings Plan in the asset neighbourhood
The Villages of Indiana Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Villages of Indiana Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 67.66488986400935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 687 | $6M |
| 2023 | 1 | 298 | $8M |
| 2024 | 1 | 310 | $10M |
The Villages of Indiana Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$110K |
| Employer EIN | 351708240 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
The Villages 403b Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Moa/USA Employees Tax Sheltered Annuity in NY ($1M); by covered participants it is 403(b) Thrift Plan of New Alternatives for Children, Inc. in NY (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Moa/USA Employees Tax Sheltered Annuity (NY) $1M · 11
- Virginia Supportive Housing 403(b) Plan (VA) $1M · 146
- Harmonium, Inc. 403(b) Plan (CA) $1M · 167
- 403 B (CO) $1M · 24
Similar participant headcount
Nearest other-state filings by covered participants (463 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.