Other · DOL Form 5500 · 2023
Visiting Nurse Association of the Treasure Coast, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 504
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $36,470
- Avg per participant Low balance/head
Official DOL plan name: Vna of the Treasure Coast 403(b) Plan · Sponsored by Visiting Nurse Association of the Treasure Coast, Inc. · Florida · Healthcare & Social Assistance
$18M in assets, 504 participants
Visiting Nurse Association of the Treasure Coast, Inc.'s Vna of the Treasure Coast 403(b) Plan reported $18M in total assets and 504 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,385 in Healthcare & Social Assistance (17,684 peers)
Visiting Nurse Association of the Treasure Coast, Inc. multi-year trail
Visiting Nurse Association of the Treasure Coast, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Vna of the Treasure Coast 403(b) Plan at $18M / 504 participants.
- #13,385
- in Healthcare & Social Assistance (17,684 peers)
- +20.5%
- assets growth YoY
Vna of the Treasure Coast 403(b) Plan's outsized position by total assets
Vna of the Treasure Coast 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,380,854 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Vna of the Treasure Coast 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vna of the Treasure Coast 403(b) Plan sits mid-pack in the medium band (504 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vna of the Treasure Coast 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Vna of the Treasure Coast 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Vna of the Treasure Coast 403(b) Plan reported participants fell from 556 in the plan year 2022 filing to 504 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 592664912 · Visiting Nurse Association of the Treasure Coast, Inc. PY 2023 · Other
Vna of the Treasure Coast 403(b) Plan · $18M · 504 · 71st
- PCT $18M
- PCT 504
- PCT 71st
- PCT Other
- PCT near Baptist Homes Pension Plan
- PCT ind #13385
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 →
Vna of the Treasure Coast 403(b) Plan in the asset neighbourhood
Visiting Nurse Association of the Treasure Coast, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Visiting Nurse Association of the Treasure Coast, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 32.027062027199726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 556 | $15M |
| 2023 | 1 | 504 | $18M |
| 2024 | 1 | 554 | $20M |
Visiting Nurse Association of the Treasure Coast, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 592664912 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Vna of the Treasure Coast 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Baptist Homes Pension Plan in PA ($18M); by covered participants it is Manhattan College Defined Contribution Retirement Plan in NY (504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Baptist Homes Pension Plan (PA) $18M · 357
- Daymark 401(k) Plan (NC) $18M · 740
- Westcoast Children's Clinic, Inc. 403(b) Plan (CA) $18M · 230
- 403(b) Thrift Plan of Kanawha Hospice Care, Inc. (WV) $18M · 272
Similar participant headcount
Nearest other-state filings by covered participants (504 participants); asset peers above are excluded.
- Manhattan College Defined Contribution Retirement Plan (NY) 504 · 0 off
- Oral Roberts University Retirement Plan (OK) 505 · 1 off
- Gulf Coast Social Services 403b (LA) 503 · 1 off
- Valley Cities Counseling & Consultation 403(b) Plan (WA) 505 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.