Profit Sharing · DOL Form 5500 · 2023

Incarnate Word Retirement Community, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
260
Participants Below avg headcount
44th
Percentile by assets National rank
$18,728
Avg per participant Low balance/head
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Official DOL plan name: The Village at Incarnate Word 403(b) Plan · Sponsored by Incarnate Word Retirement Community, Inc. · Texas · Other Services

$5M in assets, 260 participants

Incarnate Word Retirement Community, Inc.'s The Village at Incarnate Word 403(b) Plan reported $5M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,151 in Other Services (7,857 peers)

Coverage in Texas

The Village at Incarnate Word 403(b) Plan covers 260 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#5,151
in Other Services (7,857 peers)
+9.2%
assets growth YoY

The Village at Incarnate Word 403(b) Plan's mid-pack asset rank among Other Services and all filers

The Village at Incarnate Word 403(b) Plan vs every filed plan by assets

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

$4,869,312 44th percentile higher than 44% 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

The Village at Incarnate Word 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. The Village at Incarnate Word 403(b) Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Village at Incarnate Word 403(b) Plan reported net income rose from -$616K in the plan year 2022 filing to $409K in the plan year 2023 filing.
  • The Village at Incarnate Word 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Village at Incarnate Word 403(b) Plan reported participants fell from 279 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741109717 · Incarnate Word Retirement Community, Inc. PY 2023 · Profit Sharing

The Village at Incarnate Word 403(b) Plan · $5M · 260 · 44th

  • IND $5M
  • IND 260
  • IND 44th
  • IND Profit Sharing
  • IND near Andrew Wilder, Inc. Profit Sharing Plan
  • IND ind #5151

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 Other Services retirement plans → · Plans in Texas →

The Village at Incarnate Word 403(b) Plan in the asset neighbourhood

The Village at Incarnate Word 403(b) PlanThe Village at Incarnate Wor…$5MAndrew Wilder, Inc. Profit Sharing PlanAndrew Wilder, Inc. Profit S…$5M403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.403(b) Thrift Plan for Emplo…$5MPension Plan for the Employees of Lasalle SchoolPension Plan for the Employe…$5MTocchini & Tocchini, Inc. Profit Sharing PlanTocchini & Tocchini, Inc. Pr…$5M
End-of-year total assets ($M) among The Village at Incarnate Word 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$409K
Employer EIN741109717
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Incarnate Word Retirement Community, Inc.)

Sponsor-wide plan assets over time

All Incarnate Word Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.875694364256622% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.46M $4.77M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 279 $4M
2023 1 260 $5M
2024 1 261 $5M

Nearby Profit Sharing Plans in Texas

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

The Village at Incarnate Word 403(b) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants The Village at Incarnate Word 403(b) Plan, Total assets ($B): 0.004869312 · Participants: 260The Village at Incarnate Word 403(b) PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
The Village at Incarnate Word 403(b) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare The Village at Incarnate Word 403(b) Plan side-by-side with 3 peers →

The Village at Incarnate Word 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Andrew Wilder, Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Shp Management Corp 401(k) Plan in ME (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 The Village at Incarnate Word 403(b) Plan assets move in 2023? ▼
The Village at Incarnate Word 403(b) Plan grew at a solid clip - up 9.2% during 2023, from $4M to $5M. Reported net income was $409K.
How have Incarnate Word Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Incarnate Word Retirement Community, Inc.'s sponsor-wide assets grew 6.9%, from $4M to $5M.
Which Profit Sharing plans are similar in size to The Village at Incarnate Word 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Andrew Wilder, Inc. Profit Sharing Plan in CA ($5M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The Village at Incarnate Word 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Shp Management Corp 401(k) Plan in ME (260 participants, $15M 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 741109717.

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.