401(k) · DOL Form 5500 · 2023
Holding Company of the Villages, Inc. 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 2,967
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $29,419
- Avg per participant Low balance/head
Official DOL plan name: Holding Company of the Villages, Inc. Employees Savings Plan · Sponsored by Holding Company of the Villages, Inc. · Florida · Construction
$87M in assets, 2,967 participants
Holding Company of the Villages, Inc.'s Holding Company of the Villages, Inc. Employees Savings Plan reported $87M in total assets and 2,967 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,996 in Construction (9,030 peers)
Coverage in Florida
Holding Company of the Villages, Inc. Employees Savings Plan covers 2,967 participants in Florida, 4.7x the typical Florida plan (state average ~628 per filing). Assets: $87M.
- #7,996
- in Construction (9,030 peers)
- -3.6%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
Holding Company of the Villages, Inc. Employees Savings Plan's outsized position by total assets
Holding Company of the Villages, Inc. Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,285,080 Top 10% higher than 90% 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
Holding Company of the Villages, Inc. Employees Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holding Company of the Villages, Inc. Employees Savings Plan lands in the large band (2,967 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holding Company of the Villages, Inc. Employees Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Holding Company of the Villages, Inc. Employees Savings Plan reported participants fell from 3,255 in the plan year 2022 filing to 2,967 in the plan year 2023 filing.
- Holding Company of the Villages, Inc. Employees Savings Plan end-of-year assets fell from $91M in the plan year 2022 filing to $87M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 204647993 · Holding Company of the Villages, Inc. PY 2023 · 401(k)
Holding Company of the Villages, Inc. Employees Savings Plan · $87M · 2,967 · 90th
- VS-ST $87M
- VS-ST 2,967
- VS-ST 90th
- VS-ST 401(k)
- VS-ST near Partner Engineering and Science 401(k) Plan
- VS-ST ind #7996
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 Construction retirement plans → · Plans in Florida →
Holding Company of the Villages, Inc. Employees Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $15M |
| Employer EIN | 204647993 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holding Company of the Villages, Inc.)
Sponsor-wide plan assets over time
All Holding Company of the Villages, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 10.934249774025826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,255 | $91M |
| 2023 | 1 | 2,967 | $87M |
| 2024 | 1 | 1,963 | $100M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Holding Company of the Villages, Inc. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Partner Engineering and Science 401(k) Plan in CA ($87M); by covered participants it is Traditions Health, LLC 401(k) Plan in TN (2,967 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Partner Engineering and Science 401(k) Plan (CA) $87M · 1,276
- 401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP (NY) $87M · 152
- Speedway Motorsports, LLC 401 (K) Plan (NC) $87M · 708
- Grail 401(k) Plan (CA) $87M · 1,241
Similar participant headcount
Nearest other-state filings by covered participants (2,967 participants); asset peers above are excluded.
- Traditions Health, LLC 401(k) Plan (TN) 2,967 · 0 off
- Edgewood Management Group, LLC 401(k) Profit Sharing Plan (ND) 2,968 · 1 off
- Oneok, Inc. 401(k) Plan (OK) 2,965 · 2 off
- Taylor Morrison 401(k) Savings Plan (AZ) 2,964 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.