Profit Sharing · DOL Form 5500 · 2023
Dunwoody Village Inc. Profit Sharing Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 450
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $42,221
- Avg per participant Low balance/head
Official DOL plan name: Dunwoody Village 403(b)Plan · Sponsored by Dunwoody Village Inc. · Pennsylvania · Healthcare & Social Assistance
$19M in assets, 450 participants
Dunwoody Village Inc.'s Dunwoody Village 403(b)Plan reported $19M in total assets and 450 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,479 in Healthcare & Social Assistance (17,684 peers)
Dunwoody Village Inc. multi-year trail
Dunwoody Village Inc.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows Dunwoody Village 403(b)Plan at $19M / 450 participants.
- #13,479
- in Healthcare & Social Assistance (17,684 peers)
- +18.3%
- assets growth YoY
Dunwoody Village 403(b)Plan's outsized position by total assets
Dunwoody Village 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,999,305 Top 28% higher than 72% 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
Dunwoody Village 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. Dunwoody Village 403(b)Plan sits mid-pack in the medium band (450 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dunwoody Village 403(b)Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Dunwoody Village 403(b)Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Dunwoody Village 403(b)Plan reported participants fell from 487 in the plan year 2022 filing to 450 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231379512 · Dunwoody Village Inc. PY 2023 · Profit Sharing
Dunwoody Village 403(b)Plan · $19M · 450 · 72nd
- BOOK $19M
- VS-ST 450
- BOY 72nd
- SCH Profit Sharing
- EBSA near Cate School Corporation Profit Sharing Plan
- PART ind #13479
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 Pennsylvania →
Dunwoody Village 403(b)Plan in the asset neighbourhood
Dunwoody Village Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dunwoody Village Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 19.157656013202015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 487 | $16M |
| 2023 | 1 | 450 | $19M |
| 2024 | 1 | 501 | $19M |
Dunwoody Village Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 231379512 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Dunwoody Village 403(b)Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Cate School Corporation Profit Sharing Plan in CA ($19M); by covered participants it is Champlain College Defined Contribution Retirement Plan in VT (450 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (450 participants); asset peers above are excluded.
- Champlain College Defined Contribution Retirement Plan (VT) 450 · 0 off
- Mercy Corps 403(b) Plan (OR) 451 · 1 off
- Asbestos Workers Local No. 87 Defined Contribution Plan (TX) 451 · 1 off
- Jasmine Vineyards, Inc. Profit Sharing Plan (CA) 451 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.