401(k)
2023 plan-year 401(k) DOL Form 5500

Holding Company of the Villages, Inc. Employees Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Holding Company of the Villages, Inc. · Florida · Construction

What the 2023 filing shows

Holding Company of the Villages, Inc. Employees Savings Plan holds $87M for 2,967 participants — about $29,419 per participant, down 3.6% over the 2023 plan year.

$87M
total plan assets (2023 EOY)
2,967
covered participants
$29,419
avg assets per participant
-3.6%
assets change YoY
Total Assets (2023)
$87M
Participants
2,967
State
Industry
Construction

What the Filing Says About Holding Company of the Villages, Inc. Employees Savings Plan

Holding Company of the Villages, Inc. Employees Savings Plan is a 401(k) retirement plan sponsored by Holding Company of the Villages, Inc., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 2,967 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 204647993, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $91M at the beginning of 2023 to $87M at year-end — a decline of 3.6%. Net assets (after liabilities) closed the year at $87M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$91M
Total Assets (End of Year)$87M
Net Assets (End of Year)$87M
Net Income$15M
Plan Type401(k)
Employer EIN204647993
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holding Company of the Villages, Inc.)

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

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Frequently Asked Questions

How much money is in the Holding Company of the Villages, Inc. Employees Savings Plan?
As of the 2023 Form 5500 filing, Holding Company of the Villages, Inc. Employees Savings Plan holds $87M in total assets with 2,967 participants. It is sponsored by Holding Company of the Villages, Inc..
What type of plan is Holding Company of the Villages, Inc. Employees Savings Plan?
Holding Company of the Villages, Inc. Employees Savings Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 204647993.
Who sponsors the Holding Company of the Villages, Inc. Employees Savings Plan?
Holding Company of the Villages, Inc. Employees Savings Plan is sponsored by Holding Company of the Villages, Inc., located in Florida. The sponsor's EIN is 204647993 and the plan operates in the Construction industry.
How did Holding Company of the Villages, Inc. Employees Savings Plan perform in 2023?
Holding Company of the Villages, Inc. Employees Savings Plan declined by 3.6% during 2023, moving from $91M to $87M in total assets. Net income was $15M.
Where can I find official filings for Holding Company of the Villages, Inc. Employees Savings Plan?
Official Form 5500 filings for Holding Company of the Villages, Inc. Employees Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204647993 or plan name at efast.dol.gov.
How does Holding Company of the Villages, Inc. Employees Savings Plan compare to other plans?
You can compare Holding Company of the Villages, Inc. Employees Savings Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 204647993.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.