401(k) · DOL Form 5500 · 2023

Village Square of Penna, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
223
Participants Below avg headcount
61st
Percentile by assets National rank
$51,073
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Village Square 401(k) Plan · Sponsored by Village Square of Penna, Inc. · Pennsylvania · Real Estate

$11M in assets, 223 participants

Village Square of Penna, Inc.'s Village Square 401(k) Plan reported $11M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,710 in Real Estate (4,727 peers)

Coverage in Pennsylvania

Village Square 401(k) Plan covers 223 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#3,710
in Real Estate (4,727 peers)
+8.7%
assets growth YoY

Village Square 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Village Square 401(k) Plan vs every filed plan by assets

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

$11,389,368 Top 39% higher than 61% 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

Village Square 401(k) 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. Village Square 401(k) Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Village Square 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $909K in the plan year 2023 filing.
  • Village Square 401(k) Plan reported participants rose from 192 in the plan year 2022 filing to 223 in the plan year 2023 filing.
  • Village Square 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231702523 · Village Square of Penna, Inc. PY 2023 · 401(k)

Village Square 401(k) Plan · $11M · 223 · 61st

  • BOOK $11M
  • BOOK 223
  • BOOK 61st
  • BOOK 401(k)
  • BOOK near University of Hawaii Federal Credit Union 401(k) Plan and Trust
  • BOOK ind #3710

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 Real Estate retirement plans → · Plans in Pennsylvania →

Village Square 401(k) Plan in the asset neighbourhood

Village Square 401(k) Plan$11MUniversity of Hawaii Federal Credit Union 401(k) Plan and TrustUniversity of Hawaii Federal…$11MCallaway Security Banks, Inc. 401(k) and Employee Stock Ownership PlanCallaway Security Banks, Inc…$11MEffectual 401(k) Plan$11MHealthfirst Bluegrass Inc 401(k) Profit Sharing Plan & TrustHealthfirst Bluegrass Inc 40…$11M
End-of-year total assets ($M) among Village Square 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$909K
Employer EIN231702523
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Village Square of Penna, Inc.)

Sponsor-wide plan assets over time

All Village Square of Penna, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 17.893441215197605% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.5M $12.4M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 192 $10M
2023 1 223 $11M
2024 1 254 $12M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Village Square 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Village Square 401(k) Plan, Total assets ($B): 0.011389368 · Participants: 223Village Square 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Village Square 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Village Square 401(k) Plan side-by-side with 3 peers →

Village Square 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is University of Hawaii Federal Credit Union 401(k) Plan and Trust in HI ($11M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Village Square 401(k) Plan assets move in 2023? ▼
Village Square 401(k) Plan grew at a solid clip - up 8.7% during 2023, from $10M to $11M. Reported net income was $909K.
How have Village Square of Penna, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Village Square of Penna, Inc.'s sponsor-wide assets grew 17.9%, from $10M to $12M.
Which 401(k) plans are similar in size to Village Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is University of Hawaii Federal Credit Union 401(k) Plan and Trust in HI ($11M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Village Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 231702523.

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.