Profit Sharing · DOL Form 5500 · 2023

Kent County Visiting Nurse Association Profit Sharing Plan

Data updated 2026-08-11

$14M
Total assets
156
Participants
66th
Percentile by assets
$92,673
Avg per participant
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Official DOL plan name: Vna of Care New England 403(b) Plan · Sponsored by Kent County Visiting Nurse Association · Rhode Island · Healthcare & Social Assistance

$14M in assets, 156 participants

Kent County Visiting Nurse Association's Vna of Care New England 403(b) Plan reported $14M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • 66th percentile by assets (of 127,072 plans)
  • #12,657 in Healthcare & Social Assistance (17,684 peers)

Coverage in Rhode Island

Vna of Care New England 403(b) Plan covers 156 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $14M.

$14M
total plan assets (2023 EOY)
156
covered participants
66th
percentile by assets (of 127,072 plans)
$92,673
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vna of Care New England 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Vna of Care New England 403(b) Plan reported participants fell from 212 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • Vna of Care New England 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Vna of Care New England 403(b) Plan reports 156 participants - about 11% of that state average ($14M EOY assets).

Rhode Island filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN050242659
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kent County Visiting Nurse Association)

$10M$12M$14M$16M$18M 202220232024 $12.3M $16.5M ▲ +34.0%
Total plan assets by year, all Kent County Visiting Nurse Association plans on file
Year Plans Participants Total Assets
2022 1 212 $12M
2023 1 156 $14M
2024 1 176 $17M

Nearby Profit Sharing Plans in Rhode Island

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

Vna of Care New England 403(b) Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants

Vna of Care New England 403(b) Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Vna of Care New Engl…Care New England 403…Textron Retirement A…Brown Physicians, In…International Brothe…Iuoe Local 57 Annuit…
Vna of Care New England 403(b) Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Vna of Care New England 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Vna of Care New England 403(b) Plan assets move in 2023?
Vna of Care New England 403(b) Plan grew sharply - up 17.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Kent County Visiting Nurse Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Kent County Visiting Nurse Association's sponsor-wide assets grew 34.1%, from $12M to $17M.
Which Profit Sharing plans are similar in size to Vna of Care New England 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is First Palmetto Bank Retirement Plan in SC ($14M, 160 participants).

Filing takeaways

Ways to act on Vna of Care New England 403(b) Plan's numbers.