401(k) · DOL Form 5500 · 2023
The Villages Health System, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 615
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $37,908
- Avg per participant Low balance/head
Official DOL plan name: The Villages Health System Employees Savings Plan · Sponsored by The Villages Health System, LLC · Florida · Healthcare & Social Assistance
$23M in assets, 615 participants
The Villages Health System, LLC's The Villages Health System Employees Savings Plan reported $23M in total assets and 615 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #14,017 in Healthcare & Social Assistance (17,684 peers)
Where The Villages Health System Employees Savings Plan sits by assets
The Villages Health System Employees Savings Plan sits in the top quartile of all filed plans by assets, $23M for 615 participants (~$37,908/participant).
- #14,017
- in Healthcare & Social Assistance (17,684 peers)
- $6M
- reported net income
- 0.2×
- vs typical plan assets (national mean)
The Villages Health System Employees Savings Plan's outsized position by total assets
The Villages Health System Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,313,324 Top 25% higher than 75% 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
The Villages Health System Employees Savings 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. The Villages Health System Employees Savings Plan sits mid-pack in the medium band (615 participants).
Plan-year Form 5500 strip
Filing strip 383876436 · The Villages Health System, LLC PY 2023 · 401(k)
The Villages Health System Employees Savings Plan · $23M · 615 · 75th
- BOY $23M
- BOY 615
- BOY 75th
- BOY 401(k)
- BOY near Axa Assistance USA, Inc. 401(k) Plan
- BOY ind #14017
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 →
The Villages Health System Employees Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $6M |
| Employer EIN | 383876436 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Villages Health System, LLC)
Sponsor-wide plan assets over time
All The Villages Health System, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 19.568492249324894% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 615 | $23M |
| 2024 | 1 | 718 | $28M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
The Villages Health System Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Axa Assistance USA, Inc. 401(k) Plan in IL ($23M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Axa Assistance USA, Inc. 401(k) Plan (IL) $23M · 201
- Super Excavator, Inc. 401(k) Plan (WI) $23M · 318
- Brosz Engineering, Inc. 401(k) Profit Sharing Plan (ND) $23M · 111
- Sennheiser Electronic Corporation 401(k) Plan (CT) $23M · 98
Similar participant headcount
Nearest other-state filings by covered participants (615 participants); asset peers above are excluded.
- Rag & Bone Industries, LLC 401(k) Plan (NY) 615 · 0 off
- Frandsen Group Tax Deferred Savings and Profit Sharing Plan and Trust (MN) 615 · 0 off
- Phoenix Logistics, LLC 401(k) Plan (AZ) 615 · 0 off
- Hoffman Corporation 401(k) Plan (OR) 615 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.