Other · DOL Form 5500 · 2023
Swiss Village, Inc Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 318
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $21,064
- Avg per participant Low balance/head
Official DOL plan name: Swiss Village, Inc 403(b) Plan · Sponsored by Swiss Village, Inc · Indiana · Healthcare & Social Assistance
$7M in assets, 318 participants
Swiss Village, Inc's Swiss Village, Inc 403(b) Plan reported $7M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,794 in Healthcare & Social Assistance (17,684 peers)
Swiss Village, Inc multi-year trail
Swiss Village, Inc's plans moved +35.3% in assets from 2022 to 2024; this filing shows Swiss Village, Inc 403(b) Plan at $7M / 318 participants.
- #9,794
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
Swiss Village, Inc 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Swiss Village, Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,698,393 Top 50% higher than 50% 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
Swiss Village, Inc 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. Swiss Village, Inc 403(b) Plan sits mid-pack in the medium band (318 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swiss Village, Inc 403(b) Plan reported net income rose from -$82K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Swiss Village, Inc 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Swiss Village, Inc 403(b) Plan reported participants rose from 313 in the plan year 2022 filing to 318 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 351118472 · Swiss Village, Inc PY 2023 · Other
Swiss Village, Inc 403(b) Plan · $7M · 318 · 50th
- PART $7M
- TYPE 318
- NET 50th
- BOOK Other
- VS-ST near 403b Thrift Plan for Employees of Haven for Hope of Bexar County
- BOY ind #9794
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 Indiana →
Swiss Village, Inc 403(b) Plan in the asset neighbourhood
Swiss Village, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Swiss Village, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 35.345368835727946% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $6M |
| 2023 | 1 | 318 | $7M |
| 2024 | 1 | 295 | $7M |
Swiss Village, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 351118472 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Swiss Village, Inc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is 403b Thrift Plan for Employees of Haven for Hope of Bexar County in TX ($7M); by covered participants it is The Master's University and Seminary DC Retirement Plan in CA (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (318 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.