401(k)
2022 plan-year 401(k) DOL Form 5500

Holding Company of the Villages, Inc. Employees Savings Plan

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

Sponsored by Holding Company of the Villages, Inc. · Florida · Construction

What the 2023 filing shows

Holding Company of the Villages, Inc. Employees Savings Plan holds $91M for 3,255 participants — about $27,806 per participant, down 15.2% over the 2022 plan year.

$91M
total plan assets (2022 EOY)
3,255
covered participants
$27,806
avg assets per participant
-15.2%
assets change YoY

The plan reported a net loss of $16M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$91M
Participants
3,255
State
Industry
Construction

What the Filing Says About Holding Company of the Villages, Inc. Employees Savings Plan

Holding Company of the Villages, Inc. Employees Savings Plan is a 401(k) retirement plan sponsored by Holding Company of the Villages, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $91M in total end-of-year assets and covers 3,255 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 204647993, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $107M at the beginning of 2022 to $91M at year-end — a decline of 15.2%. Net assets (after liabilities) closed the year at $91M, with reported net income of $-16,277,561 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)$107M
Total Assets (End of Year)$91M
Net Assets (End of Year)$91M
Net Income$-16,277,561
Plan Type401(k)
Employer EIN204647993
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holding Company of the Villages, Inc.)

Year Plans Participants Total Assets
2022 1 3,255 $91M
2023 1 2,967 $87M
2024 1 1,963 $100M

Nearby 401(k) Plans in Florida

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Frequently Asked Questions

How much money is in the Holding Company of the Villages, Inc. Employees Savings Plan?
As of the 2022 Form 5500 filing, Holding Company of the Villages, Inc. Employees Savings Plan holds $91M in total assets with 3,255 participants. It is sponsored by Holding Company of the Villages, Inc..
What type of plan is Holding Company of the Villages, Inc. Employees Savings Plan?
Holding Company of the Villages, Inc. Employees Savings Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 204647993.
Who sponsors the Holding Company of the Villages, Inc. Employees Savings Plan?
Holding Company of the Villages, Inc. Employees Savings Plan is sponsored by Holding Company of the Villages, Inc., located in Florida. The sponsor's EIN is 204647993 and the plan operates in the Construction industry.
How did Holding Company of the Villages, Inc. Employees Savings Plan perform in 2022?
Holding Company of the Villages, Inc. Employees Savings Plan declined by 15.2% during 2022, moving from $107M to $91M in total assets. Net income was $-16,277,561.
Where can I find official filings for Holding Company of the Villages, Inc. Employees Savings Plan?
Official Form 5500 filings for Holding Company of the Villages, Inc. Employees Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204647993 or plan name at efast.dol.gov.
How does Holding Company of the Villages, Inc. Employees Savings Plan compare to other plans?
You can compare Holding Company of the Villages, Inc. Employees Savings Plan against other 401(k) plans on the plan type page, or view plans in Florida 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 204647993.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.