Other · DOL Form 5500 · 2023

Southwest Florida Retirement Center Inc Dba Village on the Isle Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
240
Participants Below avg headcount
39th
Percentile by assets National rank
$15,200
Avg per participant Low balance/head
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Official DOL plan name: Village on the Isle Retirement Plan · Sponsored by Southwest Florida Retirement Center Inc Dba Village on the Isle · Florida · Healthcare & Social Assistance

$4M in assets, 240 participants

Southwest Florida Retirement Center Inc Dba Village on the Isle's Village on the Isle Retirement Plan reported $4M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,204 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Village on the Isle Retirement Plan covers 240 participants in Florida, about 38% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#7,204
in Healthcare & Social Assistance (17,684 peers)
+20.9%
assets growth YoY

Village on the Isle Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Village on the Isle Retirement Plan vs every filed plan by assets

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

$3,647,979 39th percentile higher than 39% 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

Village on the Isle Retirement 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. Village on the Isle Retirement Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Village on the Isle Retirement Plan reported net income rose from -$447K in the plan year 2022 filing to $630K in the plan year 2023 filing.
  • Village on the Isle Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Village on the Isle Retirement Plan reported participants fell from 243 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591931148 · Southwest Florida Retirement Center Inc Dba Village on the Isle PY 2023 · Other

Village on the Isle Retirement Plan · $4M · 240 · 39th

  • PCT $4M
  • EIN 240
  • RANK 39th
  • PHOTO Other
  • IND near Colorado Health Network, Inc. 403(b) Plan
  • EOY ind #7204

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 →

Village on the Isle Retirement Plan in the asset neighbourhood

Employee Benefit Plan of United Community Action NetworkEmployee Benefit Plan of Uni…$4MVillage on the Isle Retirement PlanVillage on the Isle Retireme…$4MColorado Health Network, Inc. 403(b) PlanColorado Health Network, Inc…$4MThe Ywca of Western Massachusetts Retirement PlanThe Ywca of Western Massachu…$4MMilwaukee Academy of Science 403(b) PlanMilwaukee Academy of Science…$4M
End-of-year total assets ($M) among Village on the Isle Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$630K
Employer EIN591931148
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Florida Retirement Center Inc Dba Village on the Isle)

Sponsor-wide plan assets over time

All Southwest Florida Retirement Center Inc Dba Village on the Isle plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.069732863955224% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.02M $4.44M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 243 $3M
2023 1 240 $4M
2024 1 257 $4M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Village on the Isle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Village on the Isle Retirement Plan, Total assets ($B): 0.003647979 · Participants: 240Village on the Isle Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Village on the Isle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Village on the Isle Retirement Plan side-by-side with 3 peers →

Village on the Isle Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Colorado Health Network, Inc. 403(b) Plan in CO ($4M); by covered participants it is Hospice of the East Bay 403(b) Retirement Plan in CA (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Village on the Isle Retirement Plan assets move in 2023? ▼
Village on the Isle Retirement Plan grew sharply - up 20.9% during 2023, from $3M to $4M. Reported net income was $630K.
How have Southwest Florida Retirement Center Inc Dba Village on the Isle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Florida Retirement Center Inc Dba Village on the Isle's sponsor-wide assets grew 47.1%, from $3M to $4M.
Which Other plans are similar in size to Village on the Isle Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Colorado Health Network, Inc. 403(b) Plan in CO ($4M, 150 participants).
Which Other plans cover a similar participant headcount to Village on the Isle Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of the East Bay 403(b) Retirement Plan in CA (240 participants, $12M 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 591931148.

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.