Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

SWISS VILLAGE, INC. 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SWISS VILLAGE, INC.

This Profit Sharing plan holds $6M in total assets and serves 313 participants as of 2022. It is sponsored by SWISS VILLAGE, INC. in Indiana. The plan reported a net loss of $82K for the year.

Total Assets (2023)
$6M
Participants
313
State
Industry
Healthcare & Social Assistance

What the Filing Says About SWISS VILLAGE, INC. 403(B) PLAN

SWISS VILLAGE, INC. 403(B) PLAN is a Profit Sharing retirement plan sponsored by SWISS VILLAGE, INC., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 313 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 351118472, and the plan has been effective since 1989-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $6M at year-end — a decline of 1.5%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-82,230 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-82,230
Plan TypeProfit Sharing
Employer EIN351118472
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SWISS VILLAGE, INC.)

Year Plans Participants Total Assets
2022 1 313 $6M
2023 1 318 $7M
2024 1 295 $7M

Nearby Profit Sharing Plans in Indiana

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Frequently Asked Questions

How much money is in the SWISS VILLAGE, INC. 403(B) PLAN?
As of the 2022 Form 5500 filing, SWISS VILLAGE, INC. 403(B) PLAN holds $6M in total assets with 313 participants. It is sponsored by SWISS VILLAGE, INC..
What type of plan is SWISS VILLAGE, INC. 403(B) PLAN?
SWISS VILLAGE, INC. 403(B) PLAN is a Profit Sharing plan. It has been effective since 1989-06-01. The plan is filed with the U.S. Department of Labor under EIN 351118472.
Who sponsors the SWISS VILLAGE, INC. 403(B) PLAN?
SWISS VILLAGE, INC. 403(B) PLAN is sponsored by SWISS VILLAGE, INC., located in Indiana. The sponsor's EIN is 351118472 and the plan operates in the Healthcare & Social Assistance industry.
How did SWISS VILLAGE, INC. 403(B) PLAN perform in 2022?
SWISS VILLAGE, INC. 403(B) PLAN declined by 1.5% during 2022, moving from $6M to $6M in total assets. Net income was $-82,230.
Where can I find official filings for SWISS VILLAGE, INC. 403(B) PLAN?
Official Form 5500 filings for SWISS VILLAGE, INC. 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351118472 or plan name at efast.dol.gov.
How does SWISS VILLAGE, INC. 403(B) PLAN compare to other plans?
You can compare SWISS VILLAGE, INC. 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 351118472.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.