401(k) · DOL Form 5500 · 2023

Council on Aging of Volusia 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
94
Participants Small participant base
29th
Percentile by assets National rank
$19,161
Avg per participant Low balance/head
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Official DOL plan name: Council on Aging of Volusia County, Inc. 403(b) Plan · Sponsored by Council on Aging of Volusia · Florida · Healthcare & Social Assistance

$2M in assets, 94 participants

Council on Aging of Volusia's Council on Aging of Volusia County, Inc. 403(b) Plan reported $2M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,831 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Council on Aging of Volusia County, Inc. 403(b) Plan holds $2M for 94 participants - about $19,161 per participant, in the lower half of filed plans by assets.

#4,831
in Healthcare & Social Assistance (17,684 peers)
+2.5%
assets growth YoY

Council on Aging of Volusia County, Inc. 403(b) Plan among the smaller filed plans by assets

Council on Aging of Volusia County, Inc. 403(b) Plan vs every filed plan by assets

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

$1,801,170 29th percentile higher than 29% 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

Council on Aging of Volusia County, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Council on Aging of Volusia County, Inc. 403(b) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Council on Aging of Volusia County, Inc. 403(b) Plan reported net income rose from -$232K in the plan year 2022 filing to $43K in the plan year 2023 filing.
  • Council on Aging of Volusia County, Inc. 403(b) Plan reported participants rose from 86 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Council on Aging of Volusia County, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591160221 · Council on Aging of Volusia PY 2023 · 401(k)

Council on Aging of Volusia County, Inc. 403(b) Plan · $2M · 94 · 29th

  • 5500 $2M
  • 5500 94
  • 5500 29th
  • 5500 401(k)
  • 5500 near Allinial Global Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #4831

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 Florida →

Council on Aging of Volusia County, Inc. 403(b) Plan in the asset neighbourhood

Council on Aging of Volusia County, Inc. 403(b) PlanCouncil on Aging of Volusia …$2MAllinial Global Inc 401(k) Profit Sharing Plan & TrustAllinial Global Inc 401(k) P…$2MKirk Movers, Inc. 401(k)$2MSpringdot, Inc. 401(k) Plan$2MDavid J. Tierney, Jr., Inc. Employees' Profit Sharing TrustDavid J. Tierney, Jr., Inc. …$2M
End-of-year total assets ($M) among Council on Aging of Volusia County, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$43K
Employer EIN591160221
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Council on Aging of Volusia)

Sponsor-wide plan assets over time

All Council on Aging of Volusia plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.4605854094196817% vs 2022
2023 filing year
$1.74M$1.76M$1.78M$1.8M$1.82M 20222023 $1.76M $1.8M ▲ +2.3%
Year Plans Participants Total Assets
2022 1 86 $2M
2023 1 94 $2M

Nearby 401(k) Plans in Florida

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

Council on Aging of Volusia County, Inc. 403(b) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Council on Aging of Volusia County, Inc. 403(b) Plan, Total assets ($B): 0.00180117 · Participants: 94Council on Aging of Volusia County, Inc. 403(b) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Council on Aging of Volusia County, Inc. 403(b) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Council on Aging of Volusia County, Inc. 403(b) Plan side-by-side with 3 peers →

Council on Aging of Volusia County, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Allinial Global Inc 401(k) Profit Sharing Plan & Trust in GA ($2M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Council on Aging of Volusia County, Inc. 403(b) Plan assets move in 2023? ▼
Council on Aging of Volusia County, Inc. 403(b) Plan edged up modestly - up 2.5% during 2023, from $2M to $2M. Reported net income was $43K.
How have Council on Aging of Volusia plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Council on Aging of Volusia's sponsor-wide assets grew 2.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Council on Aging of Volusia County, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allinial Global Inc 401(k) Profit Sharing Plan & Trust in GA ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Council on Aging of Volusia County, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 591160221.

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.