Other · DOL Form 5500 · 2023
White Horse Village Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 354
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $24,031
- Avg per participant Low balance/head
Official DOL plan name: White Horse Village Inc. 403(b) Pension Plan · Sponsored by White Horse Village Inc. · Pennsylvania · Healthcare & Social Assistance
$9M in assets, 354 participants
White Horse Village Inc.'s White Horse Village Inc. 403(b) Pension Plan reported $9M in total assets and 354 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,735 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
White Horse Village Inc. 403(b) Pension Plan covers 354 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.
- #10,735
- in Healthcare & Social Assistance (17,684 peers)
- +16.5%
- assets growth YoY
White Horse Village Inc. 403(b) Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
White Horse Village Inc. 403(b) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,506,960 Top 45% higher than 55% 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
White Horse Village Inc. 403(b) Pension 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. White Horse Village Inc. 403(b) Pension Plan sits mid-pack in the medium band (354 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- White Horse Village Inc. 403(b) Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- White Horse Village Inc. 403(b) Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- White Horse Village Inc. 403(b) Pension Plan reported participants rose from 334 in the plan year 2022 filing to 354 in the plan year 2023 filing.
DOL schedule card
Filing strip 232499121 · White Horse Village Inc. PY 2023 · Other
White Horse Village Inc. 403(b) Pension Plan · $9M · 354 · 55th
- EBSA $9M
- PART 354
- TYPE 55th
- NET Other
- BOOK near West County Health Centers Inc. 403b Plan
- VS-ST ind #10735
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 Pennsylvania →
White Horse Village Inc. 403(b) Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 232499121 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (White Horse Village Inc.)
Sponsor-wide plan assets over time
All White Horse Village Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 25.537093872367443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 334 | $7M |
| 2023 | 1 | 354 | $9M |
| 2024 | 1 | 378 | $9M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
White Horse Village Inc. 403(b) Pension Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is West County Health Centers Inc. 403b Plan in CA ($9M); by covered participants it is Meeting Street Schools 403(b) Plan in SC (354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (354 participants); asset peers above are excluded.
- Meeting Street Schools 403(b) Plan (SC) 354 · 0 off
- Gosnold, Inc. Retirement Savings Plan (MA) 354 · 0 off
- Lifeserve Retirement Plan (IA) 353 · 1 off
- Carolina Village, Inc. Tax Sheltered Annuity Plan (NC) 355 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.