401(k) · DOL Form 5500 · 2023
The Villages of Indiana Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 298
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $26,578
- Avg per participant Low balance/head
Official DOL plan name: The Villages of Indiana Retirement Plan · Sponsored by The Villages of Indiana Inc. · Indiana · Healthcare & Social Assistance
$8M in assets, 298 participants
The Villages of Indiana Inc.'s The Villages of Indiana Retirement Plan reported $8M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,450 in Healthcare & Social Assistance (17,684 peers)
The Villages of Indiana Inc. multi-year trail
The Villages of Indiana Inc.'s plans moved +67.7% in assets from 2022 to 2024; this filing shows The Villages of Indiana Retirement Plan at $8M / 298 participants.
- #10,450
- in Healthcare & Social Assistance (17,684 peers)
- +75.6%
- assets growth YoY
The Villages of Indiana Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Villages of Indiana Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,920,160 Top 46% higher than 54% 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 of Indiana Retirement 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 of Indiana Retirement Plan sits mid-pack in the medium band (298 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Villages of Indiana Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Villages of Indiana Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- The Villages of Indiana Retirement Plan reported participants rose from 224 in the plan year 2022 filing to 298 in the plan year 2023 filing.
DOL schedule card
Filing strip 351708240 · The Villages of Indiana Inc. PY 2023 · 401(k)
The Villages of Indiana Retirement Plan · $8M · 298 · 54th
- EBSA $8M
- PART 298
- TYPE 54th
- NET 401(k)
- BOOK near Packers Plus Energy Services (USA) Inc. 401(k) Plan
- VS-ST ind #10450
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 →
The Villages of Indiana Retirement Plan in the asset neighbourhood
The Villages of Indiana Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Villages of Indiana Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 67.66488986400935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 687 | $6M |
| 2023 | 1 | 298 | $8M |
| 2024 | 1 | 310 | $10M |
The Villages of Indiana Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $3M |
| Employer EIN | 351708240 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
The Villages of Indiana Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Packers Plus Energy Services (USA) Inc. 401(k) Plan in TX ($8M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.
- Silvertip Completion Services (TX) 298 · 0 off
- Minnesota Elevator, Inc. 401(k) Profit Sharing Plan (MN) 298 · 0 off
- Cerevel Therapeutics LLC 401(k) Plan (MA) 298 · 0 off
- Pioneer Title Company 401(k) Plan (ID) 298 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.