401(k) · DOL Form 5500 · 2023

Village Associates Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
433
Participants Below avg headcount
77th
Percentile by assets National rank
$59,467
Avg per participant Low balance/head
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Official DOL plan name: Village Associates Inc. 401(k) Plan and Trust · Sponsored by Village Associates Inc. · Wisconsin · Manufacturing

$26M in assets, 433 participants

Village Associates Inc.'s Village Associates Inc. 401(k) Plan and Trust reported $26M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,744 in Manufacturing (18,722 peers)

Where Village Associates Inc. 401(k) Plan and Trust sits by assets

Village Associates Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 433 participants (~$59,467/participant), up 20.2% in 2023.

#12,744
in Manufacturing (18,722 peers)
+20.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Village Associates Inc. 401(k) Plan and Trust's outsized position by total assets

Village Associates Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$25,749,209 Top 23% higher than 77% 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 Associates Inc. 401(k) Plan and Trust 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 Associates Inc. 401(k) Plan and Trust sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Village Associates Inc. 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Village Associates Inc. 401(k) Plan and Trust reported participants rose from 348 in the plan year 2022 filing to 433 in the plan year 2023 filing.
  • Village Associates Inc. 401(k) Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852959197 · Village Associates Inc. PY 2023 · 401(k)

Village Associates Inc. 401(k) Plan and Trust · $26M · 433 · 77th

  • PHOTO $26M
  • IND 433
  • EOY 77th
  • 5500 401(k)
  • ASSETS near Morrison Mahoney LLP Associate 401(k) Plan
  • PCT ind #12744

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 Manufacturing retirement plans → · Plans in Wisconsin →

Village Associates Inc. 401(k) Plan and Trust in the asset neighbourhood

Village Associates Inc. 401(k) Plan and TrustVillage Associates Inc. 401(…$26MMorrison Mahoney LLP Associate 401(k) PlanMorrison Mahoney LLP Associa…$26M401(k) Plan for the Salaried Employees of J.F. Kiely Construction Co.401(k) Plan for the Salaried…$26MShepherd Pooled Employer Plan$26MHapo Community Credit Union Employee Investment PlanHapo Community Credit Union …$26M
End-of-year total assets ($M) among Village Associates Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN852959197
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Village Associates Inc.)

Sponsor-wide plan assets over time

All Village Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 39.73515065340612% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.4M $29.9M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 348 $21M
2023 1 433 $26M
2024 1 350 $30M

Nearby 401(k) Plans in Wisconsin

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

Village Associates Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Village Associates Inc. 401(k) Plan and Trust, Total assets ($B): 0.025749209 · Participants: 433Village Associates Inc. 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Village Associates Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Village Associates Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Village Associates Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Morrison Mahoney LLP Associate 401(k) Plan in MA ($26M); by covered participants it is Noah 403(b) Plan in AZ (433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Associates Inc. 401(k) Plan and Trust assets move in 2023? ▼
Village Associates Inc. 401(k) Plan and Trust grew sharply - up 20.2% during 2023, from $21M to $26M. Reported net income was $4M.
How have Village Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Village Associates Inc.'s sponsor-wide assets grew 39.7%, from $21M to $30M.
Where does Village Associates Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Village Associates Inc. 401(k) Plan and Trust ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Village Associates Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Morrison Mahoney LLP Associate 401(k) Plan in MA ($26M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Village Associates Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Noah 403(b) Plan in AZ (433 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 852959197.

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.