401(k) · DOL Form 5500 · 2022

Holding Company of the Villages, Inc. 401(k) Plan

Data updated 2026-08-11

$91M
Total assets
3,255
Participants
92nd
Percentile by assets
$27,806
Avg per participant
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Official DOL plan name: Holding Company of the Villages, Inc. Employees Savings Plan · Sponsored by Holding Company of the Villages, Inc. · Florida · Construction

$91M in assets, 3,255 participants

Holding Company of the Villages, Inc.'s Holding Company of the Villages, Inc. Employees Savings Plan reported $91M in total assets and 3,255 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #9,026 in Construction (9,927 peers)

Coverage in Florida

Holding Company of the Villages, Inc. Employees Savings Plan covers 3,255 participants in Florida, 5.2x the typical Florida plan (state average ~628 per filing). Assets: $91M.

$91M
total plan assets (2022 EOY)
3,255
covered participants
92nd
percentile by assets (of 139,126 plans)
$27,806
avg assets per participant

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.

Where Holding Company of the Villages, Inc. Employees Savings Plan sits by total assets

Holding Company of the Villages, Inc. Employees Savings Plan vs every filed plan by assets

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

$90,508,130 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Holding Company of the Villages, Inc. Employees Savings Plan reports 3,255 participants - 5.2x that state average ($91M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$91M
Net Income-$16M
Employer EIN204647993
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

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

$85M$90M$95M$100M$105M 202220232024 $90.5M $100M ▲ +10.9%
Total plan assets by year, all Holding Company of the Villages, Inc. plans on file
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

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

Holding Company of the Villages, Inc. Employees Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Holding Company of t…, Total assets ($B): 0.09050813 · Participants: 3255Holding Company of t…L3harris Retirement …, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc.…
Holding Company of the Villages, Inc. Employees Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Holding Company of the Villages, Inc. Employees Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Holding Company of the Villages, Inc. Employees Savings Plan assets move in 2022?
Holding Company of the Villages, Inc. Employees Savings Plan declined sharply - down 15.2% during 2022, from $107M to $91M. Reported net income was -$16M.
How have Holding Company of the Villages, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Holding Company of the Villages, Inc.'s sponsor-wide assets grew 10.9%, from $91M to $100M.
Where does Holding Company of the Villages, Inc. Employees Savings Plan rank by assets among Form 5500 filers?
Holding Company of the Villages, Inc. Employees Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Holding Company of the Villages, Inc. Employees Savings Plan?
Among 401(k) plans in other states, the closest by assets is Sirius International Holding Company, Inc 401(k) Savings and Investment Plan in NY ($91M, 186 participants).

Next read for Holding Company of the Villages, Inc. Em…

Filing takeaways

Ways to act on Holding Company of the Villages, Inc. Employees Savings Plan's numbers.

  • By total assets, Holding Company of the Villages, Inc. Employees Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Holding Company of the Villages, Inc.'s sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Construction plans