401(k) · DOL Form 5500 · 2023

Villa Academy 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
90
Participants Small participant base
46th
Percentile by assets National rank
$62,341
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Villa Academy Retirement Plan · Sponsored by Villa Academy · Washington · Educational Services

$6M in assets, 90 participants

Villa Academy's Villa Academy Retirement Plan reported $6M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,169 in Educational Services (3,735 peers)

Villa Academy multi-year trail

Villa Academy's plans moved +15.5% in assets from 2022 to 2024; this filing shows Villa Academy Retirement Plan at $6M / 90 participants.

#1,169
in Educational Services (3,735 peers)
-5.5%
assets change YoY

The plan reported a net loss of $327K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Villa Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Villa Academy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,610,721 46th percentile higher than 46% of 127,068 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 2023

Villa Academy Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Villa Academy Retirement Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Villa Academy Retirement Plan reported net income rose from -$452K in the plan year 2022 filing to -$327K in the plan year 2023 filing.
  • Villa Academy Retirement Plan reported participants rose from 78 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Villa Academy Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 910978575 · Villa Academy PY 2023 · 401(k)

Villa Academy Retirement Plan · $6M · 90 · 46th

  • NET $6M
  • NET 90
  • NET 46th
  • NET 401(k)
  • NET near Harrogate Employees Annuity Plan
  • NET ind #1169

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 Educational Services retirement plans → · Plans in Washington →

Villa Academy Retirement Plan in the asset neighbourhood

Villa Academy Retirement Plan$6MHarrogate Employees Annuity PlanHarrogate Employees Annuity …$6MNational Pest Management Association, Inc. 401(k) PlanNational Pest Management Ass…$6MCommunity Legal Services of Mid-Florida Retirement PlanCommunity Legal Services of …$6MBethel Farms, Lllp Retirement PlanBethel Farms, Lllp Retiremen…$6M
End-of-year total assets ($M) among Villa Academy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Villa Academy multi-year asset trail

Sponsor-wide plan assets over time

All Villa Academy plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.549517030258201% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.94M $6.86M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 78 $6M
2023 1 90 $6M
2024 1 107 $7M

Villa Academy filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$327K
Employer EIN910978575
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Villa Academy Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Villa Academy Retirement Plan, Total assets ($B): 0.005610721 · Participants: 90Villa Academy Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Villa Academy Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Villa Academy Retirement Plan side-by-side with 3 peers →

Villa Academy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Harrogate Employees Annuity Plan in NJ ($6M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Villa Academy Retirement Plan assets move in 2023? ▼
Villa Academy Retirement Plan pulled back noticeably - down 5.5% during 2023, from $6M to $6M. Reported net income was -$327K.
How have Villa Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Villa Academy's sponsor-wide assets grew 15.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Villa Academy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harrogate Employees Annuity Plan in NJ ($6M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Villa Academy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910978575.

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.