Other · DOL Form 5500 · 2023
Westminster Village Greenwood, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 290
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $18,085
- Avg per participant Low balance/head
Official DOL plan name: Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · Sponsored by Westminster Village Greenwood, Inc. · Indiana · Healthcare & Social Assistance
$5M in assets, 290 participants
Westminster Village Greenwood, Inc.'s Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported $5M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,737 in Healthcare & Social Assistance (17,684 peers)
Westminster Village Greenwood, Inc. multi-year trail
Westminster Village Greenwood, Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan at $5M / 290 participants.
- #8,737
- in Healthcare & Social Assistance (17,684 peers)
- +18.0%
- assets growth YoY
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,244,720 45th percentile higher than 45% 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
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity 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. Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported net income rose from $544K in the plan year 2022 filing to $801K in the plan year 2023 filing.
- Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported participants fell from 309 in the plan year 2022 filing to 290 in the plan year 2023 filing.
DOL schedule card
Filing strip 351516199 · Westminster Village Greenwood, Inc. PY 2023 · Other
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · $5M · 290 · 45th
- PHOTO $5M
- PHOTO 290
- PHOTO 45th
- PHOTO Other
- PHOTO near Citizen Schools, Inc. 403(b) Retirement Plan
- PHOTO ind #8737
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 Indiana →
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Westminster Village Greenwood, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Westminster Village Greenwood, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 27.726057979135792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $4M |
| 2023 | 1 | 290 | $5M |
| 2024 | 1 | 159 | $6M |
Westminster Village Greenwood, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $801K |
| Employer EIN | 351516199 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Citizen Schools, Inc. 403(b) Retirement Plan in MA ($5M); by covered participants it is Shady Side Academy Retirement Plan in PA (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (290 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.