401(k) · DOL Form 5500 · 2022

Aldersgate Retirement, Inc. Dba Epworth Village Retirement C 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
233
Participants Below avg headcount
41st
Percentile by assets National rank
$13,193
Avg per participant Low balance/head
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Official DOL plan name: Aldersgate. 401(k) Plan · Sponsored by Aldersgate Retirement, Inc. Dba Epworth Village Retirement C · Florida · Healthcare & Social Assistance

$3M in assets, 233 participants

Aldersgate Retirement, Inc. Dba Epworth Village Retirement C's Aldersgate. 401(k) Plan reported $3M in total assets and 233 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.

  • #8,942 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Aldersgate. 401(k) Plan covers 233 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#8,942
in Healthcare & Social Assistance (20,060 peers)
-19.0%
assets change YoY

The plan reported a net loss of $721K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aldersgate. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aldersgate. 401(k) Plan vs every filed plan by assets

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

$3,073,903 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

Aldersgate. 401(k) 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. Aldersgate. 401(k) Plan sits mid-pack in the medium band (233 participants).

EBSA filing schedule strip

Filing strip 161676095 · Aldersgate Retirement, Inc. Dba Epworth Village Retirement C PY 2022 · 401(k)

Aldersgate. 401(k) Plan · $3M · 233 · 41st

  • VS-ST $3M
  • VS-ST 233
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Double D Express, Inc. Retirement Savings Plan
  • VS-ST ind #8942

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 →

Aldersgate. 401(k) Plan in the asset neighbourhood

Aldersgate. 401(k) Plan$3MDouble D Express, Inc. Retirement Savings PlanDouble D Express, Inc. Retir…$3MPlastech Corporation 401(k) PlanPlastech Corporation 401(k) …$3MOdyssey Rehabilitation 401(k) Profit Sharing PlanOdyssey Rehabilitation 401(k…$3MProvident Electric 401(k) PlanProvident Electric 401(k) Pl…$3M
End-of-year total assets ($M) among Aldersgate. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$721K
Employer EIN161676095
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aldersgate Retirement, Inc. Dba Epworth Village Retirement C)

Sponsor-wide plan assets over time

All Aldersgate Retirement, Inc. Dba Epworth Village Retirement C plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.07M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 233 $3M
2023 1 241 N/A

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aldersgate. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Aldersgate. 401(k) Plan, Total assets ($B): 0.003073903 · Participants: 233Aldersgate. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Aldersgate. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Aldersgate. 401(k) Plan side-by-side with 3 peers →

Aldersgate. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Double D Express, Inc. Retirement Savings Plan in IL ($3M); by covered participants it is Oak Ridge 401(k) Plan in IN (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Aldersgate. 401(k) Plan assets move in 2022? ▼
Aldersgate. 401(k) Plan declined sharply - down 19.0% during 2022, from $4M to $3M. Reported net income was -$721K.
Which 401(k) plans are similar in size to Aldersgate. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Double D Express, Inc. Retirement Savings Plan in IL ($3M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Aldersgate. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oak Ridge 401(k) Plan in IN (233 participants, $7M 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 161676095.

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.